Key skills
Communication
About this role
Role Overview
- Maintain and update portfolio management system data and settings
- Assist with the creation, review, and maintenance of account linkages to the custody system
- Monitor the platform for data issues, missing information, or inconsistencies and investigate/resolve them
- Support ongoing maintenance of households and investment groups
- Identify and escalate issues related to security data, account holdings, or trading restrictions
- Assist with the testing of new functionality, enhancements, and system upgrades
- Maintain procedural documentation and training materials for the platform
- Help prepare screenshots, reference guides, and step-by-step instructions for portfolio managers and support staff
- Respond to day-to-day questions from portfolio managers and internal users regarding platform functionality
- Participate in special projects related to process improvement, workflow design, and operational efficiency
Requirements
- 1–3 years of experience in operations, portfolio administration, wealth management, or a related analytical role
- Strong interest in portfolio management, investment operations, and financial markets
- Detail-oriented and highly organized, with the ability to manage multiple priorities
- Strong analytical and problem-solving skills
- Comfortable working with large amounts of data and identifying inconsistencies
- Strong Excel skills; experience with formulas, pivot tables, lookups, and data validation
- Experience with portfolio management or trading systems is an asset
- Strong written and verbal communication skills
- Ability to create clear documentation and explain processes to others
- Self-starter who is comfortable working independently but also enjoys supporting a broader team
Benefits
- health, dental, mental health, vision, short
- and long-term disability, life and AD&D insurance coverage
- adoption/surrogacy and wellness benefits
- employee/family assistance plans
- various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
- financial education and counseling resources
- generous paid time off program including holidays, vacation, personal, and sick days
- full range of statutory leaves of absence