Financial Analyst I

2 days ago

Montréal, Canada Robertson and Company Full time

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Introduction: Robertson is seeking a skilled Financial Analyst to join our client.

Contract Dates: 12 months with potential to extend or convert
Pay Range: $32.97 to $37.09 per hour
Business Hours: Monday to Friday (Hybrid)

Job Responsibilities:

- Monitor the life cycle of transfers within the Transfers Origination Automation System (TOA).
- Ensure all transfers uploaded into TOA are settled in a timely manner and all downstream systems are updated as required.
- Coordinate between various parties, both internal and external to Manulife, including custodians, clients (third-party and internal), portfolio managers, and internal business units such as Market Risk Management, Treasury, Compliance, Securities Administration, Investment Controllers, and Accounting.
- Perform daily cash and asset transfer reconciliation between TOA and internal accounting book of records, Simcorp Dimension (SCD).
- Understand key stakeholders’ objectives to enhance the general transfer process while considering various options and their potential impact on stakeholders.
- Deliver notifications to the appropriate back-office business area for transfers originating from non-North American custody accounts.
- Collaborate with Portfolio Managers (or clients) to obtain their preferences for completing transfers in-kind (of securities) or in cash, understanding the procedural implications of each decision.
- Perform manual validation on Trust portfolios and ensure applicable procedures are followed.
- Provide recommendations regarding best practices for completing transfers, including cost considerations.

Experience & Qualification Requirements:

- Minimum 1-2 years of working experience in the securities and investment environment
- Strong conceptual skills, diagnostic, analytical and problem-solving skills and ability to exercise flexibility and judgment
- Bilingual - Proficient in both languages

Personal Attributes:

- Good interpersonal and communication skills; ability to handle diverse client interactions using a service-oriented approach
- Well-organized and able to meet tight deadlines with accuracy and attention to detail
- Demonstrated initiative and strong team player

**_**ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS**_**

**How to Apply**: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.

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