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Investment Implementation Specialist
2 months ago
Adecco Canada is seeking a skilled Investment Implementation Services Specialist to join our team in a contract role. This position involves working closely with the Head of Client Implementation on transition and onboarding activities related to a diverse range of client assets.
Key Responsibilities- Manage the transition and onboarding activities for new client assets, including defined benefit and defined contribution plans, endowments, and non-profit organizations.
- Oversee the ongoing maintenance and documentation of the onboarding process to ensure efficiency, risk management, and continuous improvement.
- Handle transition management, securities settlement, fund settlement, and alternative investment transactions such as capital calls and hedge funds.
- Coordinate the implementation of new products, including planning, documentation of trust agreements and offering materials, and execution of fund launches.
- Facilitate the implementation of third-party managers by managing documentation, setup with client custodians and managers, and initial trading execution.
- Oversee sub-advisor changes, including documentation, setup with custodians and sub-advisors, and transition management.
- Maintain client information and deliver services, including plan mergers, dismantling of Master Trusts, plan name changes, client billing, and documentation.
- Must be legally eligible to work and reside in Canada.
- Undergraduate degree in finance, economics, or a related discipline.
- Minimum of 5 years of experience in portfolio management with a focus on institutional client account maintenance, defined contribution platforms, and trade order management (securities and funds).
- Experience with mutual/pooled funds is an asset.
- Proficiency in Microsoft Office, especially Excel (including Macro skills), with strong technical, analytical, and problem-solving abilities.
- Excellent organizational skills with the ability to manage multiple priorities independently.
- Strong interpersonal, project management, verbal, and written communication skills.
- Experience with trade processing, Charles River Investment Solutions, cash management, quality assurance, and user acceptance testing.