About Company
Are you an analytical mind drawn to the precision and dynamism of financial markets? Career.zycto is not just a recruitment firm; we are a strategic partner connecting exceptional talent with leading opportunities in Vancouver’s thriving financial sector. We pride ourselves on understanding the unique needs of both our candidates and the distinguished firms we serve. For an Investment Operations Associate, joining a team through Career.zycto means stepping into a role where your meticulous nature and dedication to process improvement will directly contribute to client success and operational excellence. We foster environments that value integrity, growth, and continuous learning.
Job Description
Career.zycto is actively seeking a highly motivated and detail-oriented Investment Operations Associate to join a leading financial institution within the vibrant Coal Harbour financial district. This critical role serves as the backbone of investment processes, ensuring accuracy, efficiency, and compliance across all operational activities. As an Investment Operations Associate, you will play an indispensable part in supporting portfolio managers and traders, meticulously handling the post-trade lifecycle, and safeguarding the integrity of our clients’ investment data.
Your day-to-day will involve a diverse range of tasks, from trade settlement and reconciliation to corporate action processing and performance reporting support. This position demands a professional with a keen eye for detail, exceptional organizational skills, and a strong understanding of financial instruments and market operations. You will be responsible for ensuring that all transactions are executed smoothly, reconciling discrepancies, and maintaining precise records within our sophisticated systems. Furthermore, you will be a key contributor to identifying and implementing process improvements, streamlining workflows, and enhancing operational efficiency. The ideal candidate will thrive in a fast-paced environment, demonstrate a proactive approach to problem-solving, and possess a solid foundation in financial operations. This is an unparalleled opportunity to advance your career within a dynamic team, contributing directly to the operational excellence and overall success of a respected firm. If you are ready to apply your expertise and grow within a challenging yet rewarding environment, we encourage you to apply and become a vital part of our operational success story.
Key Responsibilities
- Execute and monitor daily trade settlements across various asset classes (equities, fixed income, derivatives).
- Perform daily cash and position reconciliations, investigating and resolving discrepancies promptly.
- Process corporate actions, including dividends, mergers, splits, and proxy votes, ensuring accurate portfolio adjustments.
- Maintain precise client and portfolio data within investment management systems.
- Provide operational support to front office, portfolio management, and client service teams.
- Ensure strict adherence to compliance policies, regulatory guidelines, and internal controls.
- Actively participate in the identification and implementation of process improvement initiatives and system enhancements.
- Generate and review various operational reports for accuracy and completeness.
Required Skills
- Bachelor's degree in Finance, Business, Economics, or a related field.
- Minimum of 2 years of experience in financial operations, preferably in investment management.
- Strong analytical and problem-solving capabilities with an exceptional eye for detail.
- Advanced proficiency in Microsoft Excel (VLOOKUP, pivot tables, data analysis).
- Excellent written and verbal communication skills.
- Demonstrated ability to work accurately under pressure and meet tight deadlines.
- Understanding of investment instruments and financial market dynamics.
Preferred Qualifications
- CFA Level I candidate or actively pursuing other relevant industry designations (e.g., CSC).
- Experience with portfolio management systems (e.g., Advent Axys, Charles River, BlackRock Aladdin).
- Knowledge of various investment products, including mutual funds, ETFs, and alternative investments.
- Prior experience in a back-office or middle-office role within a financial institution.
Perks & Benefits
- Competitive base salary complemented by a performance-based bonus structure.
- Comprehensive health, dental, and vision insurance coverage.
- Generous paid time off, including vacation, sick leave, and statutory holidays.
- Opportunities for professional development, including tuition reimbursement for industry certifications.
- Modern and collaborative office environment situated in the heart of Coal Harbour.
- Employee wellness programs and subsidized fitness memberships.
- Employer-matched retirement savings plan.
How to Apply
Ready to advance your career? We encourage all qualified applicants to click on the link below to submit their application directly.
