More jobs:
IFM Associate
Job in
Toronto, Ontario, C6A, Canada
Listed on 2026-07-07
Listing for:
CI Financial
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Compliance, Regulatory Compliance Specialist, Financial Analyst
Job Description & How to Apply Below
Job Overview
Full‑time IFM Associate in Toronto. The incumbent will support the fund operations team with audit, money moves, pricing reviews and will manage dealer relationships.
Key Responsibilities- Support fund operations team with audit, money moves, pricing reviews.
- Manage money moves related to fund custody accounts.
- Handle trade cancellations, corrections and backdates.
- Review and reconcile daily, weekly, and monthly fund prices provided by our third‑party fund administrator.
- Assist with quarterly compliance reporting and reviews.
- Manage fund audits and regulatory filings for IIROC and the OSC.
- Assist in the development of the IFM and UMA platform.
- Act as liaison with third‑party service providers, Aligned Capital Partner advisors and portfolio managers.
- Acquire a thorough understanding of dealer operations and contribute to evolving internal platforms.
- Provide reporting to various team members and functional units.
- Liaise with third‑party fund managers, service providers and internal teams, advisors, and portfolio managers.
- Own and action inquiries in a timely manner.
- 1‑2 years of experience in the investment industry or related field.
- Proficiency in Excel.
- Excellent organization and communication skills.
- Initiative and ability to work independently within an overarching team structure.
- Critical thinking and sound judgment.
- Open mind with a desire to learn and drive business results.
- Canadian Securities Course (CSC) completion is an asset.
- Salary range: $42,500 to $71,000 (plus bonus program).
- Eligible for participation in a bonus program.
- Health insurance coverage, wellness programs, life and disability insurance, retirement savings plans.
- Paid leave programs, education‑related programs, paid holidays and vacation time.
- Paid time off for volunteering, employee savings plan (ESP), corporate discount program.
- Modern HQ location within walking distance from Union Station.
- Training reimbursement and paid professional designations.
Toronto, Canada – in‑office work model requiring employees to be onsite four days per week.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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