Investment Funds Management Associate

4 weeks ago


Burlington, Ontario, Canada Aligned Capital Partners Inc. Full time

Role Summary

We are seeking a highly skilled UMA/IFM Associate to join our dynamic team at Aligned Capital Partners Inc. in Toronto. As a key member of our IFM/UMA team, you will be responsible for supporting the core trading and portfolio modeling responsibilities.

Key Responsibilities

  • 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 and Relationship Management

  • Collaborate with the team, internal and external partners to identify and resolve reconciliation issues.
  • Articulate your Broker-Dealer and/or Investment Management operations knowledge to help facilitate the rapid growth of our platform.
  • Manage and participate in ad-hoc projects as needed.

Requirements

  • 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.
  • Strong skills working with business applications/technology, including Microsoft Office Suite.

About Us

We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer competitive compensation, recognition of your accomplishments, communication and feedback, investment in your training and development, and commitment to your health and well-being.



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