Ifm/uma Associate

3 months ago

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 UMA (Unified Managed Accounts)/IFM (Investment Funds Management) Associate **to join our IFM/UMA team in **Toronto**.

**What You Will Do**:
***Trading**:

- Help support the core trading and portfolio modeling responsibilities. You will interpret and execute trade instructions provided by ACPI Portfolio Managers, Third Party Sub-Advisors and ACPI Investment Advisors under the UMA/IFM Platform.
- Order entry for stock, mutual funds, and fixed income securities.

**Operations**:

- Collaborate with the team, internal and external partners to identify and resolve reconciliation issues. You should be comfortable multi-tasking, while completing work with a high attention to detail. Troubleshoot and resolve custodial and trading queries. Anticipate and avoid potential issues to mitigate risk.
- Articulate your Broker-Dealer and/or Investment Management operations knowledge to help facilitate the rapid growth of our platform. Experience using portfolio management systems or investment book of record technologies would be an asset.
- You should understand financial markets, asset management and complex investment strategies. Assist with development, review, and maintenance of processes and procedures on the UMA/IFM platform.
- Manage and participate in ad-hoc projects as needed

**Relationship Management**:

- Engage with Investment Advisors and Portfolio Managers in a meaningful way to help support their book of business. This includes the facilitation and triage of issues related to their advisory practice on the UMA/IFM platform. We have a wide variety of offerings, and the incumbent should have in-depth knowledge of wealth management solutions.
- Work with Investment Advisors and their teams to understand and incorporate the UMA/IFM platform within their practice. Provide operational guidance on model creation.

**Qualifications**:

- Bachelor degree or relevant work experience in finance, or related fields.
- Strong attention to detail
- Demonstrated problem-solving skills
- Highly effective teamwork and collaboration skills
- Strong written and verbal communication skills
- Completion or enrolled in investment industry courses such as, Canadian Securities Course (CSC), & Conduct and Practices Handbook (CPH) 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. If you require any accommodation to fully participate in our recruitment process, please call 905-639-5115.

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