Wealth Operations Analyst
Are you passionate about working with cutting-edge technologies? Do you want to work for one of the top Canadian financial institutions? Then, Apply Now!
Working with one of the top financial clients this role calls for a Wealth Operations Analyst who will be responsible for client Reporting generation, validation, and distribution, on a monthly, quarterly, annual, and ad-hoc basis. The successful candidate will be troubleshooting all aspects of the client reporting generation process, to ensure delivery to clients within the expected service level timeline and will possess ownership of the team's client inventory review process, ensuring report requirements and recipients are up-to-date, and reporting is being done most efficiently for our clients. This individual will be assisting with the team's strategic initiatives, including client reporting automation, client reporting system enhancements, and AUM reporting enhancements. The ideal candidate will be optimizing the use of Client Reporting Systems and various applications to deliver a seamless client experience.
Desired Skill Set:
- 1 year of experience as an Analyst
- 1 year of experience with Microsoft Excel
- 1 year of exposure to and general understanding of investment concepts and investment portfolio data
- Ability to prioritize, manage, and complete multiple tasks in a complex environment with tight deadlines
- Ability to remain focused and resolve issues under pressure and in stressful situations
- Ability to understand business logic and workflow in an investment management environment
- Must be able to work independently with minimal supervision yet contribute to and assist the broader team
- Strong commitment to change and ongoing development; open to being flexible; adapt well to change
- Strong attention to detail and strong analytical, time management, and organizational skills
- Excellent communication skills, both oral and written
- Experience operating within a Microsoft Windows operating system environment, preferably within an office/business setting
Nice to Have:
- 1 year of Salesforce experience
- Adobe InDesign experience
- 1 year of experience with client and institutional reporting or fund/wealth management business
- CSC and/or enrollment in CFA or other financial industry designation programs
BeachHead is an equal opportunity agency and employer. We advocate for you and welcome anyone regardless of race, color, religion, national origin, sex, physical or mental disability, or age.