Strategic Portfolio Leadership Position

7 days ago


Vancouver, British Columbia, Canada Clarity Recruitment Full time
Company Overview

Clarity Recruitment and our client are a leading investment management firm that values innovation, sustainability, and client-centered strategies.

Salary

We offer a competitive salary of approximately $120,000 per year, which includes hybrid work model benefits such as remote-first with some in-office time. This role comes with drug, dental, and extended health services coverage, as well as a healthcare spending account.

Job Description

In this key leadership position, you will oversee the accurate and timely settlement of all portfolio trades, generate performance reports, and play a critical role in risk and compliance monitoring.

Key Responsibilities:
  • Trade Settlement & Reconciliation
  • Portfolio Performance Reporting
  • Data Management & Reporting
  • Risk and Compliance Monitoring
  • Process Improvement & Automation
Requirements

To be successful in this role, you will need to develop a solid understanding of the business and finance function within the first 3 months. Experience in the financial services industry, preferably wealth management or trading desks, is essential. You should also have experience with trade settlement and reconciliation, portfolio performance reporting, and data management.

Benefits

This position offers a unique blend of career growth opportunities, diverse team environment, and comprehensive benefits package, including hybrid work model, health care spending account, drug, dental, and extended health services coverage, and more. Our client welcomes those who would contribute to the further diversification of their staff, including women, visible minorities, Aboriginal people, persons with disabilities, and persons of any sexual orientation or gender identity.



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