Investment Operations Analyst
7 days ago
**Job Description:**
We are seeking a skilled Trading Analyst to join our team at OceanFront Wealth Inc. As a key member of our operations team, you will play a critical role in supporting our Portfolio Managers in their daily activities, ensuring the smooth execution of trades, and maintaining compliance with regulatory requirements.
Your Key Responsibilities:
- Monitor client portfolios and ensure that investments align with client objectives and portfolio guidelines.
- Collaborate with Portfolio Managers to stage and execute trades across various asset classes.
- Ensure timely and accurate trade settlements, identifying and resolving any discrepancies that may arise.
- Adhere to strict trading regulations, risk controls, and internal compliance policies.
What You'll Do:
- You will be responsible for overseeing fee-billing reconciliation and assisting with policy and procedure documentation to support compliance with regulatory obligations.
- You will work closely with internal teams to enhance operational efficiencies and automate processes where possible.
- You will troubleshoot and improve portfolio management software and trading platforms.
Benefits:
- Competitive base salary + performance-based bonus.
- 100% employer-funded DPSP.
- Equity opportunities (based on eligibility).
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