Investment and Portfolio Operations Specialist

5 days ago


Toronto, Ontario, Canada Gilmore Partners Full time
About Gilmore Partners

Gilmore Partners is a single family office seeking an Investment and Portfolio Operations Specialist to join our team. This role offers a unique blend of administrative and operational support, ensuring the efficient management of client investments.

Job Description

This hybrid role involves working closely with investment managers, custodians, brokers, and third-party administrators to provide essential support for portfolio administration, transaction processing, reporting, and documentation. The ideal candidate will possess strong analytical skills, attention to detail, and excellent communication abilities.

Key Responsibilities:
  • Maintain and update client account information, ensuring data accuracy and confidentiality.
  • Liaise with investment managers, custodians, brokers, and third-party administrators to address inquiries and resolve account-related issues.
  • Process and monitor trades, including equities, fixed income, mutual funds, alternative investments, and cryptocurrency, ensuring accuracy and timeliness.
  • Ensure compliance with all regulatory requirements and internal policies, conducting regular reviews and audits.
Requirements

The successful candidate will have proven experience in financial services, ideally in investment administration or asset management. Strong knowledge of financial markets, investment products, and portfolio administration is essential. Proficiency with financial software and tools, such as Bloomberg and Excel, is also required.

What We Offer

We offer a competitive salary range of $80,000 - $120,000 per year, commensurate with experience. In addition to a comprehensive benefits package, we provide opportunities for professional growth and development in a dynamic and supportive environment.



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