Senior Fund Operations Associate Position

Enhance your career at Peterson as a Senior Associate in Fund Operations! This role merges investment services with a focus on compliance and quality investor interactions within a dynamic setting.

You will leverage over five years of experience in fund operations, focusing on investment management and investor services. Your expertise in NAV reviews, reconciliations, and compliance support will be crucial in maintaining high standards across the fund lifecycle and direct investor interactions. Strong attention to detail is essential.

Key Responsibilities:

• Execute fund administration tasks and operational reporting

• Facilitate investment operations and trade settlements

• Conduct investor onboarding and regulatory reviews

• Support compliance and audit activities thoroughly

• Collaborate on process improvements and system enhancements

Requirements:

• Minimum 5 years in investment management or administration

• Canadian Securities Course completion required

• Experience with investor servicing and reporting

• Advanced Microsoft Excel proficiency is a must

• Knowledge of Bloomberg or investment software is advantageous

Drive operational excellence and enhance investor experiences at Peterson!
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