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Investment Reporting Specialist
2 months ago
Nicola Wealth is seeking an experienced Investment Reporting Specialist to join our team. As a key member of our operations department, you will play a crucial role in ensuring timely and accurate delivery of client reports.
About the RoleThis is an exciting opportunity to work with a growing team responsible for investment reporting. The successful candidate will provide exceptional back-office support, processing management fees, generating investment reports, and liaising with external firms and custodians.
- Prepare and distribute system-generated reports on investment performance and taxable income.
- Liaise with external investment firms and custodians for product-related data.
- Generate managed reports for internal teams and review them for accuracy and completeness.
- Calculate management fees and process adjustments to fee charges.
- Match internal account transfers and switches between share classes.
- Collect and distribute tax slips and upload them to client and accountant portals.
- Manage historical data including fund distribution, tax breakdowns, and foreign exchange rates.
- Monitor team inbox and respond to tax and investment queries from the advisory services team.
The ideal candidate will have strong analytical skills, mathematical ability, and attention to detail. They will be able to anticipate problems, solve them proactively, and prioritize multiple tasks effectively.
RequirementsTo succeed in this role, you will need:
- Bachelor's degree in Business Administration or Accounting (or equivalent).
- Proficient with MS Excel and working with large data sets.
- Ability to use SQL and data modeling techniques (an asset).
- Two years of experience in accounting/finance (i.e., ideally financial services administration).
- Excellent interpersonal and communication skills (both written and verbal).
- The interest and ability to connect with internal clients and build trust.
We offer a competitive salary range of $60,000 - $80,000 per year, depending on experience, plus benefits, and opportunities for growth and development. If you are passionate about delivering exceptional results and building a rewarding career, please submit your application.
