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Operations Analyst

3 months ago

Winnipeg, Canada Value Partners Investments Inc. Full time

Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provides discretionary investment management services to wealthy families across Canada.

Our mission is to build client wealth by investing wisely and communicating clearly. Over the past 18 years we have fulfilled that mission by creating over $1.8 Billion in investment gains for clients. This track record of success has enabled us to become one of Canada’s fastest growing companies as ranked by Profit Magazine and one of Canada’s fastest growing Private Investment Counsels by Investor Economics.

Job Description

VPIC is looking to hire a driven, hands-on contributor for the role of Operations Analyst. Our ideal candidate is someone with a “can-do” attitude who thrives in a fast-paced, entrepreneurial environment, enjoys interacting with colleagues at all levels of the organization, and is looking to grow their career in financial services. The role reports directly to and will be mentored by the Director of Operations and is located in our Winnipeg office.

The Operations Analyst provides critical, high-level support to the VPIC Team and is responsible for account and systems administration, reconciliation, and reporting processes. The Operations Analyst collaborates with the Trading Team, Client Service, and VPIC Custodian to ensure the accurate and efficient execution of day-to-day operational processes. The Operations Analyst also supports the VPIC Team with the maintenance of process and procedural documentation and provides recommendations for, and updates regarding, continuous improvement of the operations function to VPIC leaders.

Responsibilities

Book of Record Administration & Reconciliation

  • Maintain accurate and up to date client account information in the portfolio management (PM) system
    • Review and update book values as assets transfer in
    • Import daily trade blotters and input client transactions
  • Ensure accurate and efficient account opening; set up records for new clients and accounts in PM, CRM, and portal systems
  • Develop and maintain payment schedule for Auto Buys / PACs / SWPs
  • Complete daily reconciliation between custody and PM systems between 7:00 am and 9:00 am each morning to ensure custodian records are accurate
    • Ensure trades settle as requested and client requests have been executed per VPIC instruction
    • Validate custodian pricing and investigate areas outside range of tolerance as needed
  • Collaborate with Trading and Client Service Teams, and custodian to triage, troubleshoot, and resolve operational, client, and trading issues
  • Liaise with PM software vendor to resolve technical issues as may be required

Continuous Improvement, Special Projects, and Initiatives

  • Collaborate with the Operations Team to review and document existing processes and procedures in support of continuous improvement and operational excellence
  • Assist the Director of Operations and other VPIC leaders with special projects and initiatives related, but not limited, to operational reporting, data quality and integrity
  • Other duties as assigned
Qualifications

Education & Experience

  • Undergraduate degree in Commerce, Business Administration, Economics, or related discipline
  • Willingness to expand on professional qualifications by completing the CSC or similar program
  • Related experience in an investment or financial services environment, knowledge of the Canadian Securities industry is considered an asset
  • A combination of education and experience will be considered

Technical Knowledge

  • Knowledge of investment management principles, best practices, and emerging trends
  • Technical fluency with the ability to learn and adapt to new technology effectively
  • Working knowledge of Salesforce, PM software, and advisor operating systems are an asset
  • Advanced proficiency in Microsoft Office: Outlook, Excel, PowerPoint, Word, Teams

Skills & Abilities

  • Detail oriented with a general penchant for excellence
  • Ability to communicate clearly and concisely, verbally and in writing, to ensure effective interaction with key stakeholders (internal and external) to manage, inform and influence successful outcomes
  • Strong client service orientation with the ability to build collaborative working relationships based on mutual trust to meet goals
  • Advanced organizational skills, adept at managing and prioritizing multiple tasks with competing deadlines
  • Proven analytical, problem solving, and decision making skills
  • Ability to be flexible in one’s approach to established plans based on emerging needs
  • Entrepreneurial spirit with a creative outlook and resourceful nature
Additional Information #J-18808-Ljbffr