Operations Specialist

2 months ago

Vancouver, Canada Vancouver City Savings Credit Union Full time

**About Vancity Investment Management**

Vancity Investment Management (VCIM) is a rapidly growing leader in Responsible Investing with $4 billion in assets under management. We offer retail and institutional clients an active, integrated investment process that utilizes shareholder engagement and incorporates Environmental, Social and Governance (ESG) analysis and traditional financial analysis in the construction and management of investment portfolios.

**About the workplace**

This is a full-time, permanent role that will enjoy hybrid working arrangements which can be fulfilled primarily from the Vancity head office location and your Lower Mainland based home office. Periodically, you’ll be required to attend in-person activities or events.

Vancity is looking for a talented individual with strong administrative, technical and trading skills to perform the dealer functions related to VCIM’s portfolio management business while working with members, vendors and strategic partners to manage and grow our business while mitigating risk. With your natural problem-solving capabilities, you will work as part of a team running the day-to-day trading and dealer operations, in service of this organization and its members.

**The Role**: Operations Specialist (VCIM)

**A typical day would involve**:

- Operating and maintaining the portfolio management system, order management systems and custody platforms used to deliver recurring workflows supporting the business
- Documenting, implementing and enhancing recurring dealer workflows required to operate the portfolio management business, service members and achieve strategic objectives
- Supporting the trading, reporting and data integrity workflows
- Maintaining relationships with key strategic system vendors to perform dealer functions and investigate and resolve dealer issues raised by member-facing teams
- Participating in projects and initiatives involving multi-disciplinary teams

**You are**:

- **A decisive problem solver** - You diagnose challenges and issues, develop innovative business solutions and assess risks and opportunities that may affect the business
- **An excellent communicator** - You use your written, spoken and interpersonal skills to act as a resource for the specialized area and provide insights, advice and explanations while responding to inquiries and supporting the investment management and member-facing teams
- **A self-starter and organized planner** - You use your coordination skills to create the best approach to address analytical, reporting and business challenges as efficiently as possible

**You have**:

- An undergraduate degree in Business Administration, Finance, related field
- 3-5 years’ experience in back and middle office operations at a Portfolio Manager or dealer, preferably in a multi-custodian environment
- Experience working with portfolio management software
- Strong relationship management skills while working in a fast-paced environment with deadlines and competing priorities
- A working knowledge of the rules, regulations, procedures and policies governing this work

**The Team**:The Operations Specialist (VCIM) will report to the Head of Trading and Operations

**Posting Deadline: Posted until Filled**

**We offer**:

- We are the largest private-sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada.
- Our permanent employees qualify for attractive benefit packages that can be customized and changed each year to meet their evolving needs.
- New employees receive between three to four weeks of vacation allowance per calendar year, and the number of vacation days grows — to a maximum of six weeks per year — as their length of service increases. In addition, full-time, permanent staff may be able to purchase extra days of vacation through our flexible benefits package.
- In addition to the 10 statutory holidays in British Columbia, Vancity provides an additional three statutory holidays. We offer care days for periods of short-term personal illness or emergency family illness, plus opportunities to take unpaid leave for a variety of reasons.
- Our health care & dental benefits offer three levels of health care and dental coverage for you to select from. These benefits will also be effective immediately based on your hire date.
- We understand that retirement means different things to different people and at Vancity we will offer you a Defined pension plan that pays you a retirement income for life.

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