Investment Fund Management

3 weeks ago


Burlington, Canada Aligned Capital Partners Inc. Full time

Aligned Capital Partners Inc. is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a **full-time Investment Fund Management (IFM) Associate **to join our growing team in **Burlington**.

**Position Overview**

**What You Will Do**
- Manage money moves related to fund custody accounts
- Handle trade cancellations, corrections and backdates
- Review and reconcile daily, weekly, and monthly fund prices provided by our third-party fund administrator
- Assist with quarterly compliance reporting and reviews
- Manage fund audits and regulatory filings for IIROC and the OSC
- Acquire a thorough understanding of the many functional areas of Dealer operations, with the goal of being an active member in evolving internal platforms
- Provide reporting to various team members and functional units within the organization
- Liaise with third-party fund managers, service providers and internal teams, advisors, and portfolio managers
- Own and action inquiries in a timely manner

**You Will Bring**
- 1-2 years of experience in the investment industry or related field
- Proficiency in Excel
- Excellent organization and communication skills
- Initiative and the ability to work independently within an overarching team structure
- Critical thinking and sound judgement
- An open mind with a desire to learn and drive business results
- Completion of the Canadian Securities Course (CSC) is an asset

**What We Bring**

We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you:

- Competitive compensation
- Recognition of your accomplishments
- Communication and feedback
- Investment in your training and development
- Commitment to your health and well being

Aligned Capital Partners Inc. is an equal opportunity employer. Please contact us at 905 639 5115 if you require any accommodation in order to fully participate in our recruitment process.


  • Analyst, Investments

    1 month ago


    Burlington, Canada Equiton Partners Inc. Full time

    **About Equiton**: Founded in 2015, Equiton is a recognized leader in private equity investments, and we believe all Canadians should be able to responsibly build their wealth through high quality real estate investments. Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth...


  • Burlington, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a **full-time Investment Operations Associate** to join our Client Experience team in **Burlington**. **Position...


  • Burlington, Canada Conduit Asset Management Full time

    The individual that fulfills this position will need to display the willingness to be proactive and self-directed, dig deep into details, solve problems, propose solutions, and contribute to the success and culture of the firm. **Compensation**: - Salary Range: $90,000 - $100,000 - Paid Time Off (PTO) - Bonuses - Considered after a 90-day period - Stipend...


  • Burlington, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Compliance Officer

    4 weeks ago


    Burlington, Canada Equiton Partners Inc. Full time

    **About Equiton**: Founded in 2015, Equiton is a recognized leader in private equity investments, and we believe all Canadians should be able to responsibly build their wealth through high quality real estate investments. Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth...


  • Burlington, Canada Duca Full time

    The Financial Services Officer (FSO) plays a key role in helping our Members to do more, be more, and achieve more with their money and their lives. The FSO establishes relationships with Members, understands their goals, and provides them with holistic financial advice on a range of DUCA products and services that will enable them to achieve these goals....

  • Financial Planner

    2 weeks ago


    Burlington, Canada BMO Full time

    Application Deadline: 05/07/2024Address:1841 Walkers LineProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other...


  • Burlington, Canada State Street Corporation Full time

    -State Street Corporation Burlington, United States Posted 4 hours ago Permanent Competitive - Risk Analytics Specialist - Fixed Income / Equities Charles River Development**What we are looking for**: Risk Analytics Specialist lead or directly contribute to CRIMS implementations. Analyze and evaluate requirements while providing product expertise and...


  • Burlington, Canada Valour Management Full time

    Valour Group is an integrated team of companies that operate, develop, and construct residential and commercial real estate. Our sister company, Pro Funds Mortgages, is a boutique mortgage brokerage with 30 years of expertise in real estate acquisitions, development, and mortgage finance. We are a fast growing and dynamic team and have an immediate...


  • Burlington, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Why DUCA?** At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community. We believe our employees are our...


  • Burlington, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Financial Services Officer** We are looking for a new Financial Services Officer to join our Burlington branch! **Branch Hours** Mon to Wed: 9:30 am to 5:00 pm Thurs: 9:30 am to 7:00 pm Fri: 9:30 am to 5:00 pm Sat: 9:30 am to 1:00 pm **Job Summary** The Financial Services Officer (FSO) plays a key role in helping our Members to do more, be more, and...


  • Burlington, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Why DUCA?** We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...


  • Burlington, Canada Veritable Wealth Advisory Inc. Full time

    **About us** Veritable Wealth Advisory was established in March 2019. The company was designed to inspire confidence in Canadian families and assist them in leading more fulfilled lives. We do this by asking the right questions, gaining critical insights, and providing more thoughtful financial planning and investment management advice. Veritable Wealth is...


  • Burlington, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • FIX Analyst

    2 days ago


    Burlington, ON, Canada State Street Full time €100,000 - €160,000

    A FIX Analyst responsible for implementing, testing, certifying, and problem support/resolution of FIX Connections for Charles River Network Clients. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. As a FIX Analyst you will Working with...


  • Burlington, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Burlington, Canada Equiton Partners Inc. Full time

    **Manager, Talent Acquisition About Equiton**: Founded in 2015, Equiton is a recognized leader in private equity investments, and we believe all Canadians should be able to responsibly build their wealth through high quality real estate investments. Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how...


  • Burlington, Canada Valour Management Inc Full time

    Pro Funds Mortgages is a boutique mortgage brokerage with 30 years of expertise in real estate acquisitions, development, and mortgage finance. We are part of a fast-growing and dynamic group of companies known as One Real Estate Enterprise and have an immediate opportunity in our Burlington, Ontario headquarters. **GENERAL RESPONSIBILITY** The...

  • Accounting Manager

    6 days ago


    Burlington, Canada The Simple Investor Full time

    Accounting Manager   Location - Burlington, Ontario, Canada (In person)Are you seeking an exciting career in the Real Estate Investment industry? The Simple Investor Real Estate Group Inc (“SIREG”) is celebrating its 14th successful year in the business. We are a team of dedicated professionals committed to offering real estate...


  • Burlington, Canada Equiton Partners Inc. Full time

    **About Equiton**: Founded in 2015, Equiton is a recognized leader in private equity investments, and we believe all Canadians should be able to responsibly build their wealth through high quality real estate investments. Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth...