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Investment Funds Management Associate

1 month ago

Burlington, Ontario, Canada Aligned Capital Partners Inc. Full time
Job Title: IFM/UMA Associate

Aligned Capital Partners Inc. is a dynamic investment dealer seeking a highly skilled IFM/UMA Associate to join our team in Toronto. Our corporate culture emphasizes teamwork, service excellence, and creativity.

Key Responsibilities:
  • Trading: Support core trading and portfolio modeling responsibilities, interpreting and executing trade instructions provided by ACPI Portfolio Managers, Third Party Sub-Advisors, and ACPI Investment Advisors under the UMA/IFM Platform.
  • Order Entry: Enter orders for stock, mutual funds, and fixed income securities.
Operations:
  • Collaboration and Reconciliation: Collaborate with the team and internal/external partners to identify and resolve reconciliation issues, ensuring a high attention to detail and ability to multitask.
  • Process Development: Articulate your Broker-Dealer and/or Investment Management operations knowledge to facilitate the growth of our platform, leveraging portfolio management systems or investment book of record technologies.
  • Financial Markets Expertise: Understand financial markets, asset management, and complex investment strategies, assisting with the development, review, and maintenance of processes and procedures on the UMA/IFM platform.
  • Ad-Hoc Projects: Manage and participate in ad-hoc projects as needed.
Relationship Management:
  • Investment Advisor Support: Engage with Investment Advisors and Portfolio Managers to support their book of business, facilitating and triaging issues related to their advisory practice on the UMA/IFM platform.
  • Operational Guidance: Work with Investment Advisors and their teams to understand and incorporate the UMA/IFM platform within their practice, providing operational guidance on model creation.
Requirements:
  • Education: Bachelor degree or relevant work experience in finance or related fields.
  • Skills: Strong attention to detail, demonstrated problem-solving skills, highly effective teamwork and collaboration skills, strong written and verbal communication skills, and strong skills working with business applications/technology, including Microsoft Office Suite.
  • Certifications: Completion or enrollment in investment industry courses such as the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) is an asset.
What We Offer:
  • Competitive Compensation: We offer a competitive compensation package.
  • Recognition and Feedback: We recognize and reward your accomplishments and provide regular communication and feedback.
  • Investment in Your Development: We invest in your training and development, ensuring you have the skills and knowledge needed to succeed in your role.
  • Commitment to Your Health and Well-being: We are committed to your health and well-being, offering a positive and supportive work environment.

Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call 905-639-5115.