Investment Advisor
Job Title : Investment Advisor
Location : Toronto, ON M5B 2L7 (in office twice a week on a rotational basis to cover team functions that can only be done on site)
Duration : 6 months
Pay Rate : CA$41.38 / Hour on T4
Role Mandate :
- Provides end-to-end support for client’s mutual funds, ETFs, segregated funds, term investments, and savings products for internal and external stakeholders.
- Delivers operational processes and provides after-sales support to the personal wealth and asset management businesses and stakeholders.
- Areas of operational expertise include Broker / Dealer and Private Bank support, Asset Management, Investment Funds, and Life Insurance.
Role Responsibilities Include (but are not limited to) :
- Act as a liaison between vendors and investment advisors
- Security maintenance and update for equities, fixed income and private companies.
- Analyses data to perform day-to-day price variance reports for securities.
- Designs, develops, and implements innovative analytical solutions to improve client reporting.
- Produces regular reports as required.
- Daily monitor and update of spots rates as per client requirements.
- Gathers and formats data into regular and ad-hoc reports, and dashboards.
- Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
- May function as a problem-solving resource for more junior staff.
- Organizes work information to ensure accuracy and completeness.
- Executes routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements.
- Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls.
- Provides accurate, consistent, and knowledgeable responses to internal / external stakeholder questions and requests.
- Follows documented policies and procedures to execute day-to-day transactions, activities, processes and meet all Service Level Agreements (SLAs).
- Monitor team mailboxes
- Monitoring the Missing Price Report, handling missing price inquiries, and correcting missed or incorrect prices
- Security & GAC set ups
- Equity set ups for private placements
Must-Have Skills :
- Candidate must have knowledge on vendor sources like Bloomberg, Eikon and Fundserv
- Knowledge on Capital market products (Equities, Derivatives and Fixed income securities)
- Excellent organizational, prioritization, time management skills
- Intermediate to advanced Excel functionality
Nice to Have Skills :
- Experience with Broadridge (ADP) and FIS (Global Plus) will be an asset.
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