Investment Associate Professional
2 days ago
We are seeking a highly skilled Investment Associate to join our team at Aligned Capital Partners Inc. in Toronto.
Company Overview:
As an investment dealer, we are committed to providing exceptional service and building strong relationships with our clients.
Salary: $80,000 - $120,000 per year, depending on experience.
Key Responsibilities:
- Support the core trading and portfolio modeling process under the UMA/IFM Platform.
- Enter orders for stock, mutual funds, and fixed income securities.
Operations:
- Collaborate to resolve reconciliation issues and troubleshoot custodial and trading queries.
- Articulate operations knowledge to facilitate platform growth and assist with process development and maintenance.
- Manage ad-hoc projects as needed.
Relationship Management:
- Engage with Investment Advisors and Portfolio Managers to support their book of business.
- Work with Investment Advisors and their teams to understand and incorporate the UMA/IFM platform within their practice.
Required Skills and Qualifications:
- Bachelor degree or relevant work experience in finance or related fields.
- Strong attention to detail and problem-solving skills.
- Effective teamwork and collaboration skills.
- Strong written and verbal communication skills.
- Skills working with business applications/technology, including Microsoft Office Suite.
Benefits:
- A competitive salary range.
- Ongoing training and professional development opportunities.
- A dynamic and supportive work environment.
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