Investment Analyst
- Toronto, ON, Canada
$70,000 to $90,000 CAD / year · Full-time
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Job details
- Pay
- $70,000 to $90,000 CAD / year
- Job type
- Full-time
- Experience
- 13+ years of experience in investment operations, fund operations, securities operations, trade support, or related financial services.
- Posting language
- English
- Posted
Original job description
Location: Toronto, ON (Hybrid / On-site, to be confirmed)
Language: Strong written and verbal English communication skills
Employment Type: Full-Time
Salary range: $70,000$90,000 CAD annually, subject to confirmation
About the Opportunity
Altis Recruitment is building a talent pipeline of Investment Operations Analysts for potential upcoming opportunities within Toronto's financial services sector. If you enjoy working with investment data, solving operational challenges, and supporting the teams that keep portfolios running smoothly, we'd love to connect.
These opportunities may involve working alongside portfolio managers, custodians, brokers, and investment operations teams to support accurate trade processing, reconciliations, and portfolio reporting. While there is no confirmed vacancy at this time, connecting with us now means you may receive early consideration as suitable positions become available.
What's In It for You
Early consideration for future investment operations opportunities in Toronto.
Exposure to employers across asset management, banking, pension funds, and financial services.
Opportunities to grow your technical expertise and advance your investment operations career.
Personalized recruitment support aligned with your experience and career goals.
Your Responsibilities
You'll support investment trade processing, settlements, and transaction accuracy.
You'll perform cash, position, and transaction reconciliations, investigating discrepancies.
You'll assist with corporate actions, dividends, and asset-servicing activities.
You'll maintain investment data and support portfolio valuations, NAV calculations, and reporting.
You'll collaborate with custodians, brokers, portfolio managers, and internal stakeholders.
You'll identify opportunities to strengthen operational processes and data integrity.
Skills and Qualifications
13+ years of experience in investment operations, fund operations, securities operations, trade support, or related financial services.
Knowledge of trade settlements, reconciliations, portfolio operations, and financial data.
Proficiency in Microsoft Excel, with strong analytical, organizational, and problem-solving skills.
Strong communication skills, attention to detail, and a collaborative approach.
Exposure to corporate actions, NAV, portfolio valuations, or investment reporting is an asset.
Familiarity with Bloomberg, SimCorp, Aladdin, Charles River, Eagle, Advent, or similar platforms is an asset.
Education in Finance, Accounting, Economics, Business, or a related discipline is an asset.
Why Partner with Altis
If youve never worked with a staffing agency before, we make it easy. We work with top employers across Canada who have great jobs to fill, each vetted and verified by our team. When you apply for a job with Altis, we get to know you as a candidate and learn what your strengths are. Then, if youre a solid match, we handle all the logistics, advocating for you as a candidate for the role, providing access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for candidates.
Interested? Let's Connect!
Submit your resume today to join our talent pipeline for future Investment Operations Analyst opportunities in Toronto.
This posting is for proactive recruitment purposes only and does not represent a confirmed vacancy or guarantee an interview or employment offer. Compensation, work arrangements, responsibilities, and timelines will be confirmed as opportunities become available.
We appreciate the time and effort all applicants invest in their submissions. Please note that only candidates shortlisted for this role will be contacted directly. However, your profile will remain under consideration for future opportunities that align with your experience and career goals.All qualified applicants will receive fair consideration for employment. We welcome individuals of all backgrounds, experiences, and identities including those who identify as women, members of racialized groups, Indigenous Peoples, persons with disabilities, and 2SLGBTQIA+ communities. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions. Our human recruiters review all applications and always make the final hiring decision. On occasion, we also use AI-assisted tools to help review applications.
More about this job
Responsibilities
The Investment Operations Analyst at Altis will process investment trades and settlements, and reconcile cash, positions and transactions. They will also support corporate actions, dividends, NAV calculations and portfolio reporting.
Requirements
Candidates need 13+ years in investment, fund, securities or trade operations, knowledge of settlements and reconciliations, and strong Microsoft Excel skills. Familiarity with Bloomberg, SimCorp, Aladdin or similar platforms and a finance-related education are assets.
Skills
- Microsoft Excel
- Trade settlement
- Reconciliation
- Corporate actions
- NAV calculation
- Portfolio valuation
- Investment reporting
- Bloomberg
- SimCorp
- Aladdin
- Charles River
- Eagle
- Advent
- Financial data analysis
- Attention to detail
- Problem-solving
- Written communication
- Verbal communication
- Collaboration
Benefits
- Early consideration for future opportunities
- Personalized recruitment support and coaching
Categories
- Finance & Accounting
- Consulting
- Human Resources
Keywords
- Investment operations
- Trade settlement
- Reconciliation
- Portfolio operations
- Fund operations
- Securities operations
- Trade support
- Corporate actions
- NAV calculation
- Portfolio valuation
- Investment reporting
- Microsoft Excel
- Bloomberg
- SimCorp
- Aladdin
- Charles River
- Eagle
- Advent
- Financial services
- Staffing agency
Seniority
Senior
Perks
- Retirement plan
Tools
- Microsoft Excel
- Bloomberg
- SimCorp
- Aladdin
- Charles River
- Eagle
- Advent
Languages
- English
Fields of study
- Finance
- Accounting
- Economics
- Business