Investment Operations Specialist
2 days ago
Aligned Capital Partners Inc., a fast-growing investment dealer, is seeking an Investment Operations Specialist to join its Unified Managed Accounts (UMA) team in Toronto.
About the RoleWe are looking for a detail-oriented and analytical individual who can thrive in a dynamic environment with a strong entrepreneurial spirit. As part of our UMA Platform, you will support the securities trading, portfolio modeling, reporting, and operational functions of the program.
Key Responsibilities:- Trading: 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: Collaborate with the team, internal and external partners to identify and resolve reconciliation issues. You should be comfortable multi-tasking while completing work with high attention to detail. Troubleshoot and resolve custodial and trading queries. Anticipate and avoid potential issues to mitigate risk.
- Relationship Management: Engage with Investment Advisors and Portfolio Managers in a meaningful way to help support their book of business. This includes the facilitation and triage of issues related to their advisory practice on the UMA/IFM platform. We have a wide variety of offerings, and the incumbent should have in-depth knowledge of wealth management solutions.
- 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.
- Completion or enrolled in investment industry courses such as, Canadian Securities Course (CSC), & Conduct and Practices Handbook (CPH) is an asset.
- A competitive salary of $65,000 - $85,000 per year, depending on experience.
- 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 a dynamic and growing company that values teamwork, service excellence, creativity, and initiative. We are committed to a positive employee experience fostered through an open and collaborative work environment. If you require any accommodation to fully participate in our recruitment process, please call 905-639-5115.
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