Investment Fund Management
6 months ago
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.
-
Investment Associate
3 weeks ago
Burlington, Ontario, Canada Wellington-Altus Private Wealth Inc. Full timeJob Overview:Wellington-Altus Private Wealth Inc. is seeking a highly motivated and experienced Investment Associate to join our team in Burlington.About the Role:The Investment Associate will play a crucial role in providing investment advice, building client relationships, and ensuring compliance with relevant regulations. As an Investment Associate, you...
-
Manager, Investment Finance
1 month ago
Burlington, Canada Elby Professional Recruitment Inc Full timeOur established yet growing, privately owned Asset Management client is looking for a Manager, Investment Finance to join this newly created role and team. This individual will be a key member in building out a structure for the team and will collaborate closely with various other teams. They will be responsible for delivering timely and accurate internal...
-
Ifm/uma Associate
3 months ago
Burlington, Canada Aligned Capital Partners Inc. Full timeAligned 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...
-
Investment Fund Sales Administrator
7 months ago
Burlington, Canada Equiton Partners Inc. Full time**About Equiton**: Founded in 2015, Equiton is a recognized leader in private equity investments, with over $1 billion assets under management. Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth through real estate investing. We’ve discovered that finding the right...
-
Strategic Investment Consultant
3 weeks ago
Burlington, Ontario, Canada Wellington-Altus Private Wealth Inc. Full timeThe Role: Investment Associate (CIRO Licensed)Location: Burlington office basedInvestment Executive 2024 Brokerage Report Card.Opportunity Overview:We are seeking a detail-oriented and organized Investment Associate to support our Investment Advisors with administrative tasks, transaction processing, and client relationship management. The successful...
-
Senior Investment and Life Insurance Specialist
1 month ago
Burlington, Ontario, Canada Royal City Recruitment Inc Full timeAbout Our ClientRoyal City Recruitment Inc is seeking a highly skilled Financial Services Representative to join their team. This role offers a unique opportunity to focus on developing and deepening client relationships by providing high-quality sales and financial services advice.Job DescriptionThis position involves driving sales growth in investments and...
-
Analyst, Investments
7 months 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...
-
Senior Vice President, Investment Management
4 weeks ago
Burlington, ON, Canada ThorekScott and Partners Full timeOur Canadian and International clients include: global banks and non-bank financial institutions, private equity and investment funds, professional service firms, and entrepreneurial businesses in a variety of industries. Our Client is a recognized leader in Real Estate private equity investments and construction.They believe all Canadians should be able...
-
Commercial Mortgage Underwriter
7 months ago
Burlington, Canada Valour Management Inc Full timePro 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 opportunity in our Burlington, Ontario headquarters. **GENERAL RESPONSIBILITY** The Commercial Underwriter will be primarily responsible for obtaining...
-
Investment Analyst
7 months ago
Burlington, Canada GroupFit Technologies Inc. Full timeEducation: Bachelor's degree - Experience: 1 year to less than 2 years **Work setting**: - Urban area - Relocation costs covered by employer **Tasks**: - Collect financial and investment information about companies, stocks, bonds and other investments - Examine and analyze financial and investment information (profiles of companies, stock or bond prices,...
-
Volunteer Member of Fund Development Committee
4 weeks ago
Burlington, Canada Restorations Second Stage Homes Full time**Join a dynamic VOLUNTEER team committed to supporting survivors of human trafficking and exploitation in our community!** Restorations Second Stage Homes (“Restorations”) exists to support survivors of sexual exploitation and human trafficking by providing long-term residential housing (at "Nancy's House") and survivor-led peer programming. Nancy's...
-
Portfolio Management Associate
6 months ago
Burlington, Canada Mandeville Operations Management Inc. Full time**Essential Functions**: - Assist the CIO supervising the managed account platforms, including Portfolio Manager program, Public SMA program and Private SMA program. - Conduct managed account reviews and provided detailed reporting and risk management follow-up to the CIO and interaction with Mandeville’s licensed Portfolio Managers. - Prepare Managed...
-
Administrative Assistant
6 months ago
Burlington, Canada Valour Management Inc Full timeValour Group is an integrated team of companies that operate, develop, and construct residential and commercial real estate. We are a part of a collaborative group of real estate-based companies, known as One Real Estate Enterprise, with a diversity of offerings such as real estate investment, developments, construction, property management, vacation...
-
Investment Operations Associate
6 months ago
Burlington, Canada Aligned Capital Partners Inc. Full timeAligned 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...
-
Operations Administrator
6 months ago
Burlington, Canada Aligned Capital Partners Inc. Full timeAligned Capital Partners 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 Operations Administrator - Investments **to join our Client Experience team in **Burlington**. **Position...
-
Financial Services Representative
6 months ago
Burlington, Canada Viva Recruiters Full timeThe Opportunity: We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our...
-
Wealth Management
7 months ago
Burlington, Canada Equiton Partners Inc. Full timeWealth Management / Financial Investment Sales Administrator About Equiton: Founded in 2015, Equiton is a recognized leader in private equity investments and is approaching half a billion in assets under management. Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth...
-
Customer Services Administrator
4 months ago
Burlington, Canada Caterpillar Full time**Career Area**: Finance **Your Work Shapes the World at Caterpillar Inc.** When you join Caterpillar, you're joining a global team who cares not just about the work we do - but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and...
-
Operations Administrator
7 months ago
Burlington, Canada Aligned Capital Partners Inc. Full timeAligned Capital Partners 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 Operations Administrator **to join our Client Experience team in **Burlington**. **Position Overview** **What...
-
Investment Operations Specialist
3 weeks ago
Burlington, Ontario, Canada Aligned Capital Partners Inc. Full timeCompany Overview">Aligned Capital Partners Inc. is a dynamic and fast-growing investment dealer with a talented team looking to expand its business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative.">Compensation">We offer a competitive salary of $60,000 per annum, commensurate with industry standards for a similar...