Investment Specialist

2 weeks ago

Montréal, Canada Raise Full time

Support the Specialist in all aspects of the role;
- Responsible to provide support during the client onboarding, transition and daily trading process;
- Work alongside Investment, Client Service and Onboarding teams on preparing strategy and timelines for the client onboarding/transition;
- Provide regular communications to Portfolio Management Team and onboarding regarding the status of current transition project;
- Coordinate with operations and onboarding team to ensure daily trading process is completed in a timely and efficient manner;
- Responsible for ownership of assigned tasks and ensure timely completion, in line with business requirements;
- Provide support and assist with Ad hoc duties as required.

**What you need to have**:

- Numerate - able to think on one’s feet to understand and troubleshoot client and fund trades
- Able to collaborate with various teams to get matters resolved at priority
- Strong sense of ownership, attention to detail and ensuring high-quality deliverables within set timelines;
- Good command of Excel and automation processes.

**What makes you stand out**:

- 3 years of professional work experience in asset management, trading, consulting/fiduciary management, or a related field;
- Post-Secondary Degree or higher education. Working towards professional qualifications (CFA, CIM or equivalent) are desirable.
- Ability to manage and deliver multiple projects at any point in time collaboratively with team members locally.
- Attention to detail highly important
- Works well with deadlines
- Communication skills, organization skills
- Trading experience preferred
- Charles River platform experience is a plus
- Hybrid 2 days/week in office - the rest remote
- There may be FTE opportunity

**Job Type**: Fixed term contract
Contract length: 12-18 months

Pay: $23.00 per hour

Schedule:

- 8 hour shift
- Monday to Friday

Ability to commute/relocate:

- Montréal, QC H1A 2B6: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Trading: 3 years (required)

**Language**:

- French (required)

Work Location: Hybrid remote in Montréal, QC H1A 2B6

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