Fund Operations Analyst — Accelerate Independent Advisor Solutions
5 days ago
A financial advisory firm in Winnipeg seeks an Analyst, Fund Operations. This position is responsible for monitoring sales, preparing agreements, ensuring pricing accuracy, and managing partner relationships. Ideal candidates will have a degree in business or finance and 3-5 years of related experience, with skills in MS Office and analytical problem-solving. The firm promotes diversity and values applicants from various backgrounds.
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Winnipeg, Canada Independent Advisor Solutions Full timeAnalyst, Fund Operations, Independent Advisor Solutions Location: This posting is for an existing vacancy in our Winnipeg office. Our organization Founded in 2024, Independent Advisor Solutions Inc. provides a suite of distinct solutions for advisors, including sub‑advisory oversight of multi‑asset model portfolios (MiMODEL), exclusive investment funds...
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Analyst, Fund Operations
6 days ago
Winnipeg, Canada Wellington-Altus Financial Inc. Full timeAnalyst, Fund Operations, Independent Advisor Solutions Location: This posting is for an existing vacancy in our Winnipeg office. Our organization Founded in 2024, Independent Advisor Solutions Inc. provides a suite of distinct solutions for advisors, including sub‑advisory oversight of multi‑asset model portfolios (MiMODEL), exclusive investment funds...
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Analyst, Fund Operations
2 weeks ago
Winnipeg, Canada Wellington-Altus Full timeAnalyst, Fund Operations, Independent Advisor SolutionsLocation: This posting is for an existing vacancy in our Winnipeg office. Our organization: Founded in 2024, Independent Advisor Solutions Inc. provides a suite of distinct solutions for advisors, including sub-advisory oversight of multi-asset model portfolios (MiMODEL), exclusive investment funds...
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Analyst, Fund Operations
1 week ago
Winnipeg, Manitoba, Canada Wellington-Altus Full timeAnalyst, Fund Operations, Independent Advisor SolutionsLocation:This posting is for an existing vacancy in our Winnipeg office.Our organization:Founded in 2024, Independent Advisor Solutions Inc. provides a suite of distinct solutions for advisors, including sub-advisory oversight of multi-asset model portfolios (MiMODEL), exclusive investment funds through...
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Analyst, Fund Operations
1 day ago
Winnipeg, Canada Wellington-Altus Full timeAnalyst, Fund Operations, Independent Advisor Solutions Location: Winnipeg office Our organization Founded in 2024, Independent Advisor Solutions Inc. provides a suite of distinct solutions for advisors, including sub‑advisory oversight of multi‑asset model portfolios (MiMODEL), exclusive investment funds through strategic collaborations with global and...
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Fund Operations Analyst – Private Funds
6 days ago
Winnipeg, Canada Wellington-Altus Financial Inc. Full timeA financial services firm in Winnipeg is seeking an Analyst for Fund Operations to support activities related to their funds. The role involves monitoring sales, preparing subscriptions, and ensuring accuracy in fund reconciliations. Ideal candidates will have a degree in business, 3-5 years’ related experience, and proficiency with MSOffice, particularly...
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Licensed Financial Administrative Assistant
1 week ago
Winnipeg, Canada Independent Financial Advisor Full timeJob Opportunity: Assistant to Independent Financial Advisors Location: Winnipeg, Manitoba Position: FULL-TIME Are you looking to join a dynamic, experienced team of financial professionals? We are seeking a highly organized and detail-oriented Assistant to support two Independent Financial Advisors with over 20 years of experience. This is an excellent...
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Licensed Financial Administrative Assistant
1 week ago
Winnipeg, Manitoba, Canada Independent Financial Advisor Full timeJob Opportunity: Assistant to Independent Financial AdvisorsLocation: Winnipeg, ManitobaPosition: FULL-TIMEAre you looking to join a dynamic, experienced team of financial professionals? We are seeking a highly organized and detail-oriented Assistant to support two Independent Financial Advisors with over 20 years of experience. This is an excellent...
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Licensed Financial Administrative Assistant
1 week ago
winnipeg, Canada Independent Financial Advisor Full timeJob Opportunity: Assistant to Independent Financial AdvisorsLocation: Winnipeg, ManitobaPosition: FULL-TIMEAre you looking to join a dynamic, experienced team of financial professionals? We are seeking a highly organized and detail-oriented Assistant to support two Independent Financial Advisors with over 20 years of experience. This is an excellent...
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Licensed Financial Administrative Assistant
1 week ago
Winnipeg, Canada Independent Financial Advisor Full timeJob Opportunity: Assistant to Independent Financial AdvisorsLocation: Winnipeg, ManitobaPosition: FULL-TIMEAre you looking to join a dynamic, experienced team of financial professionals? We are seeking a highly organized and detail-oriented Assistant to support two Independent Financial Advisors with over 20 years of experience. This is an excellent...