Investment Specialist responsible for processing investment transactions at Canada Life, ensuring accuracy and compliance with service level agreements. Engages with advisors for required information and utilizes internal systems effectively.
About the role
- Investment Operations Associate managing daily trading and portfolio management tasks for wealth management platform. Collaborating with advisors to ensure operational excellence and scalability.
Responsibilities
- Conduct daily portfolio management activities, including cash reviews, drift analysis, and tax-loss harvesting.
- Execute cash raises, rebalances, and one-off trades in Eclipse and at custodians.
- Manage daily investment operations requests and tasks, ensuring timely and accurate execution.
- Implement new accounts into SWIM and execute rebalances for advisors.
- Support bulk implementations to accelerate advisor adoption of SWIM.
- Assist with firm-wide model updates and rebalancing of SWIM and Custom Advisor Models.
- Streamline and improve investment operations workflows to enhance scalability and efficiency.
Requirements
- 2+ years of relevant experience in wealth management, trading, or investment operations.
- 2+ years of experience trading client portfolios using portfolio management and trading software.
- Strong understanding of the wealth management industry and experience collaborating with advisors.
- Proven ability to take ownership of tasks and execute with efficiency and accuracy.
- Working knowledge of Orion Eclipse (or similar portfolio management system), Schwab, and Fidelity.
- Current Series 65 license or willingness to obtain within 2 months.
Benefits
- Competitive salary and equity package
- Unlimited PTO + paid company holidays
- Access to best in class medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
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