Investment Associate Professional

2 days ago


Toronto, Ontario, Canada Aligned Capital Partners Inc. Full time
Job Description

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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