Investment Operations UMA Associate

Elevate your finance career as an Investment Operations UMA Associate at CI in Toronto, ON. This full-time role focuses on trading support and operational excellence within investment management.

CI Wealth Managed Solutions is seeking an associate to drive investment operations for the SMA/UMA programs. In this position, collaborate with internal and external teams to ensure seamless trading and portfolio management. Your insight into financial markets and asset management strategies will enhance service and performance across CI Wealth Platforms.

Key Responsibilities:

• Support trading, executing instructions from Portfolio Managers

• Collaborate on error resolution and reconciliation issues

• Anticipate custodial challenges and mitigate risks

• Engage with Investment Advisors on business support

• Participate in project development and process maintenance

Requirements:

• Bachelor's degree or experience in finance

• Strong attention to detail and problem-solving abilities

• Effective communication and teamwork skills

• Familiarity with investment industry standards and technologies

• Experience in portfolio management systems is an asset

Contribute your trading knowledge and operational expertise to advance CI’s investment services.
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