Investigate and resolve client account issues
Execute bond and mutual fund trades
Setup fee-based accounts and process daily and monthly fee calculations
Allocate daily equity and preferred share trades on behalf of CGWM portfolio managers
Participate in projects to increase efficiencies, reduce costs and improve service levels
Liaise with portfolio managers, investment advisors, vendors and other external stakeholders
Perform ongoing risk management for portfolios and client accounts
Provide ad-hoc operational support to others when required

Minimum of 1 year experience in a finance or accounting role
Bachelor’s degree, preferably in Business or Economics
Very strong attention to detail and accuracy
Excellent verbal and written communication skills
Strong analytical and problem-solving skills
Proactive, with excellent teamwork skills complemented by the ability to work independently
Ability to learn quickly, work under pressure and meet strict deadlines in a fast-paced environment
Advanced MS Office skills (Word, Excel, Outlook, PowerPoint)

Portfolio Operations Specialist

Key skills