Analyst Mutual Fund Operations

Position: Analyst for Mutual Fund Operations
Elevate your career with Leith Wheeler Investment Counsel Ltd. as an Analyst in Mutual Fund Operations.

This role offers engaging opportunities to manage trade processing and contribute to process improvements in Vancouver.

Become an integral part of the Mutual Funds team at Leith Wheeler Investment Counsel Ltd. This Analyst position requires overseeing trade processing, unit holder recordkeeping, and ensuring compliance with regulations. Candidates who are detail-oriented with strong analytical skills will thrive, while also contributing to innovations that enhance operational efficiency.

Key Responsibilities:

• Process trades of pooled funds using proprietary systems

• Manage account maintenance and transfers with custodians

• Liaise with custodians and operational teams on queries

• Support NAV calculations, financial reporting, and audits

• Identify opportunities for technology and automation enhancement

Requirements:

• 3-8 years in operations, investment, or bank environments

• Undergraduate degree in Business, Finance, or similar

• Advanced Excel and knowledge of CRM systems

• Strong analytical skills for data set evaluation

• Ability to work effectively under pressure

Engage in a role that combines operations experience with a commitment to continuous improvement at Leith Wheeler Investment Counsel Ltd.
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