Investment Portfolio Analysis Senior Specialist reviewing file deliverables and supporting client communication in financial services. Engaging in team collaboration and improving internal processes with a hybrid work model.
Responsibilities
Performing and reviewing daily checks on file deliverables to the clients and investigating discrepancies
Monitoring daily processes and internal/external communication, flagging any issues during group discussions or to the manager, suggesting improvements
Assisting manager and taking ownership to close out issues
Maintaining effective communication with colleagues and managers
Adhering to internal procedures and best practices at all times
Offering guidance and support to the less experienced members of the team
Actively working with other team members to build team spirit to be able to grow as a group
Taking part in initiatives to strengthen team collaboration and engagement, supporting a culture of continuous improvement.
Requirements
1+ years of financial services industry experience is an asset
Professional experience from a different area is acceptable
Working knowledge of MS Excel
Benefits
Hybrid working model – split between working from home and working from the office
Employee savings plan
Multisport card
Premium life insurance package
Gold medical package for employees and their families (partner and children)
Additional holidays – Birthday Day Off, 3rd and 5th year anniversary Day Off
International operating environment
Language classes
Soft skills trainings
Technical workshops
Development sessions with a mentor
Variety of well-being programs
Paid days off to volunteer time to company-driven initiatives or organizations of choice
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