Hybrid Performance Operations Associate

Posted 2 weeks ago

Apply now

About the role

  • Provide operational, business and technical support to Institutional and Wealth Management clients
  • Support the performance operation function of reconciliation of account data including cash, holdings, and transactions.
  • Account level performance verification, composite management, attribution analysis and client/management investment reporting.
  • Help with the generation and review of investment performance reports and attribution analysis
  • Maintain and update internal documentation and workflow processes
  • Coordinate with internal teams to resolve client issues in a timely manner
  • Help gather feedback from clients and relay it to the product or development teams
  • Participate in user acceptance testing (UAT) for system updates or new features
  • Support the team in identifying process improvements or inefficiencies
  • Collaborate with colleagues and senior team members to ensure service standards are met

Requirements

  • Undergraduate degree or diploma in Finance, Accounting, Business, or a related field
  • 0–2 years of experience in a financial services, operations, or client service role
  • Strong organizational and problem-solving skills
  • Good communication and interpersonal skills
  • Comfortable using Microsoft Excel and other Windows-based applications
  • Willingness to learn about financial products, systems, and performance reporting
  • Interest in pursuing a professional designation (e.g., CFA, CPA, CIPM) is a plus
  • Familiarity with SQL or SS&C products is an asset

Benefits

  • Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans
  • RRSP Matching Program, Professional Development Reimbursement
  • Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
  • Medical, Dental, Vision, Employee Assistance Program, Parental Leave
  • Discounts on fitness clubs, travel and more!

Job title

Performance Operations Associate

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job