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Asset Management Analyst

2 months ago

Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full time
Job Summary

Wellington-Altus Private Wealth Inc. is seeking a highly skilled Asset Management Analyst to join our team. As a key member of our operations team, you will play a vital role in supporting our advisors by reconciling custodian data across various business applications.

Key Responsibilities
  • Data Analysis and Reconciliation: Conduct thorough data analysis to reconcile information from multiple applications, ensuring accuracy and consistency across custodian records and Envestnet.
  • Account Maintenance: Updating accounts on an ongoing basis (client name changes, rep code changes, and address changes etc.).
  • Task Management: Performing daily tasks such as sorting and assigning of new accounts.
  • Process Improvement: Identifying gaps in procedural workflows and maintaining issue logs to mitigate risks and impacts, supporting continuous improvement initiatives.
  • Training and Development: Developing training materials and assisting in training sessions for advisor teams on new applications and enhancements, ensuring smooth adoption and usage.
  • Client Support: Handling service requests from advisors, providing a white-glove service (generating reports such as Quarterly Performance Reports, Client Proposals, etc).
  • Policy and Procedure Management: Reviewing, updating, and maintaining policies and procedures, ensuring alignment with regulatory requirements and operational standards.
  • System Enhancement: Assisting in gathering requirements for system fixes and enhancements and participating in User Acceptance Testing (UAT) to validate new releases.
Requirements
  • Education: A bachelor's degree in Finance, Business, Information Technology, or similar field of study.
  • Experience: Experience working with a discretionary Portfolio Manager considered an asset. Previous operations experience is an asset.
  • Skills: Proficiency in Microsoft Office Suite, particularly Excel, for data manipulation and reporting. Strong analytical skills with an ability to conduct data analysis and generate meaningful insights. Effective communication skills with an ability to articulate technical concepts to non-technical stakeholders.