Retail Operations Analyst at Leading Asset Manager

Join a high-energy team as a Retail Portfolio Operations Analyst at one of Canada's finest asset managers. This hybrid role combines remote work with in-office collaboration for success.
As part of the Retail Portfolio Operations team, this Analyst position offers opportunities for learning and development. You will maintain and reconcile essential data while working with external parties and addressing client queries. Your contributions will enhance the efficiency of client reports for High-Net-Worth clients and improve various processes.

Key Responsibilities:

• Maintain and reconcile client portfolio and fund data

• Work collaboratively with custodians and internal teams

• Produce detailed reports for High-Net-Worth clients

• Support fundraising inquiries and performance assessments

• Assist with process improvement initiatives
Requirements:

• Bachelor’s degree in Business, Finance, or similar

• Proficient in MS Excel with strong analytical skills

• Two years of relevant experience preferred

• Strong desire to improve operational processes

• Ability to communicate effectively in a team
Make a meaningful impact in Retail Portfolio Operations while thriving in a collaborative atmosphere.
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