Archived listing. The details below describe a past opening.
Mutual Funds Operations Analyst:
On behalf of our Banking client, Procom is searching for a Mutual Funds Operations Analyst for a 6-month role. This position is a hybrid position with 4 days onsite at our client’s Toronto office.
Mutual Funds Operations Analyst - Job Description:
The Mutual Funds Operations Analyst will be responsible for managing day-to-day operations related to mutual fund trades and settlements. This role is crucial for maintaining compliance and accuracy in a high-risk environment, while also supporting team collaboration and growth.
Mutual Funds Operations Analyst - Responsibilities:
- Process mutual fund trades and settlements.
- Investigate and resolve transaction breaks and discrepancies.
- Handle FundSERV transactions and money movements.
- Use Excel macros to support operational processes.
- Provide customer service and respond to inquiries.
- Maintain compliance with operational and regulatory procedures.
Mutual Funds Operations Analyst - Mandatory Skills:
- Advanced Microsoft Excel (spreadsheets, formulas, pivots, macros).
- 2-3 years of banking/financial experience.
- Tech savvy with the ability to pick up internal systems quickly.
- Proficiency in Microsoft 365 (Word, Outlook, Excel).
- Strong communication skills.
- Adaptable to change and quick learner.
- Team player with strong analytical skills.
Mutual Funds Operations Analyst – Nice-to-Have Skills:
- Experience with trade settlements.
- Canadian Securities Course (CSC) designation.
Mutual Funds Operations Analyst – Assignment Length:
This is a 6-month contract position with the possibility of extension based on business needs and performance.
Mutual Funds Operations Analyst - Start Date:
ASAP.
Mutual Funds Operations Analyst - Assignment Location:
Toronto, Ontario, Canada. This is a hybrid role requiring 4 days in the office.
