Investment Operations Specialist

1 week ago


Toronto, Ontario, Canada TEKsystems Full time
About the Role

We are seeking an experienced Investment Operations Specialist to join our team at TEKsystems. As an Investment Operations Specialist, you will play a critical role in supporting our clients' wealth management and asset management businesses.

Key Responsibilities
  • Process and reconcile investment transactions, including mutual funds, ETFs, and segregated funds.
  • Provide end-to-end support for clients' investment products, including term investments and savings products.
  • Deliver operational processes and provide after-sales support to internal and external stakeholders.
  • Collaborate with internal business support groups to ensure seamless communication and execution.
  • Analyze data and information to provide insights and recommendations to stakeholders.
  • Identify and resolve issues and problems in a timely manner, escalating as required.
  • Develop and maintain effective relationships with internal and external stakeholders to execute work and fulfill service delivery expectations.
Requirements
  • Top 5 Banking Operations Experience or Financial Services Operations Experience, ideally in wealth management or investments in a back-office environment.
  • MS Office proficiency, including Excel, Word, PPT, and Teams.
About TEKsystems

We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe, and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. We are an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information, or any characteristic protected by law.



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