Operations Analyst

**OPERATIONS ANALYST JOB POSTING**

With offices in Hamilton and Toronto, BULLWEALTH is an integrated wealth advisory and consulting firm with a global perspective. Our Investment Operations team is currently looking for an Operations Analyst to join us on a full-time permanent basis. _This role is located on-site at our Hamilton office_.

**WHAT’S IN IT FOR YOU?**
- A dynamic workplace that supports continuous learning and growth opportunities.
- The opportunity to join and learn from a supportive, high-performing team, aligned by corporate values.
- A competitive compensation package that includes generous time-off benefits, health insurance, and career development / tuition support.
- Flexibility to support work-life balance.

**MAKE AN IMPACT**

Working within a team, the Operations Analyst supports the Client Strategists/Portfolio Managers in executing transactions and processing client requests. This position is integral to delivering excellent customer service through transparency, responsiveness, and a commitment to accuracy. This role will ensure the seamless handling of all operational inquiries and the timely production of data and reports to meet tight deadlines.

**HOW YOU WILL CONTRIBUTE**:
The primary responsibilities of this role include:

- Address client inquiries, providing clear and accurate information.
- Process client transactions, including liaising with banks/custodians on behalf of client to ensure liquidity.
- Maintain current market values by running reports from Investment Managers and custodians and updating spreadsheets.
- Prepare client billings based on client invoicing schedules (monthly, quarterly, annually).
- Accurately complete various reports, both for internal and client use.
- Complete quarterly CRA payments on behalf of clients, including obtaining payment numbers and client approvals.
- Maintain client profiles with accurate and current information.
- Prepare year-end tax packages for clients; process any necessary transactions on behalf of clients.
- Conduct tax analysis, ensuring adequate cash availability for corporate and personal tax deadlines.
- Prepare for personal tax season by confirming RRSP contributions and updating clients on tax changes.
- Complete fee analysis for each client at year-end; prepare a Letter of Authorization (LOA) for payment.

**REQUIREMENTS**:
**-**Post-secondary education in finance/economics/accounting/business
- Canadian Securities Course (CSI) preferred
- Knowledge of different types of funds/investment types
- Relevant investment administration experience is an asset

**-**Previous experience working closely with Portfolio Managers is preferred
- Exceptional attention to detail and able to follow detailed instructions for data entry of monthly client reports and other reporting functions
- Strong organizational skills to maintain files and contact details and accounting information
- Excellent time management skills with the ability to prioritize and switch tasks as required
- Aptitude for learning; growth mindset
- Strong technical skills with advanced proficiency in Microsoft Office (Excel, Word, Outlook and PowerPoint), Adobe, CRM, etc.
- Perform a variety of duties including, but not limited to, preparing and completing documents/forms, DocuSign/RightSignature/ShareFile, scanning, filing, etc.
- Able to work independently and as part of a team

**ABOUT BULLWEALTH**

BULLWEALTH was founded in 2000 as an integrated wealth advisory and consulting firm with a global perspective. We invest our time to share our insights, so together with our high net-worth and not-for-profit clients, we can make the most informed decisions that align with our clients overall financial goals. We are independent Our independence means we are conflict-free to advise our clients on their overall financial goals.

The greatest testament to our success is that our original clients remain clients of BULLWEALTH.

BULLWEALTH’s core competencies include creating customized asset allocation portfolios, conducting thorough due diligence on investment managers, publishing comprehensive quarterly reports, and providing superior independent and strategic advice through our integrated tax and investment solutions.

**OUR VALUES**

At BULLWEALTH, our values are more than just words—they are the guiding principles that shape how we advise clients, collaborate as a team, and form the foundation of our firm, reflected in our daily actions, behaviors, and attitudes.

**INSIGHT**: We invest our time to develop and share our knowledge and _Insights_, so together, we can make the most informed decisions. Our _Insights_ have been attained through years of experience.

**INTEGRITY**: Strong moral principles ensure our team acts with the utmost _Integrity_. Our _Integrity_ is fundamental to our advice. _Integrity_ means doing the right thing when no one is watching.

**INDEPENDENCE**: Being _Independent_ ensures our team can be creative and innovative when providing unbia