Mutual Fund Analyst

7 months ago

Vancouver, Canada Aviso Wealth Full time

**Aviso**:
**The Opportunity**:
We’re looking for a Mutual Fund Analyst to join the Operations Asset Management team.

Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 1111 West Georgia St, Vancouver, BC.

**Who you are**:

- **Service** - You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
- **Execution** - You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
- **Collaboration** - You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

**What your day looks like**:

- Ensuring accurate and timely execution of mutual fund trades and documents received from financial institutions, dealers, advisors and investors
- Deals directly with dealers, credit unions and financial institutions inquiries in all matters relating to mutual fund transactions, holdings and reporting requirements
- Ensures the timely distribution of monthly reports
- Responsible for completing daily, month end, quarter end and annual tasks within prescribed deadlines
- Actively participate in department meetings and provides recommendations on improving department processes and procedures
- Keeps informed of regulatory, industry and trustee updates
- Participate in department strategic initiatives and special projects as assigned

**Requirements**:
**Your experience and skills**:

- Completion of post-secondary education
- 3 years related work experience, preferably in Registered plans
- Completion of CIFOC Operations or CSC course is an asset
- Excellent verbal and written communication and interpersonal skills
- Proven ability to manage competing tasks, set priorities and meet deadlines
- Application of strong analytical and problem solving skills with attention to detail
- Experience with Unitrax is an asset
- Strong computer skills (word, excel, outlook, adobe)
- Ability to work independently and in a team environment
- Ability to analyze discrepancies and provide solutions
- Fluent Communications in English are required and bilingual skills in French are an asset

**Benefits**

**Why Aviso Wealth?**

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Generous vacation time, fitness benefit, parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Regular social events to foster teamwork

**Equal Employment Opportunity**

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

**Company Overview**:
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $125 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Corresponden

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