Institutional Portfolio Operations Analyst (Vancouver)

Institutional Portfolio Operations Analyst (Vancouver)

19 Apr
|
NS Partners
|
Vancouver

19 Apr

NS Partners

Vancouver

Elevate your career as an Analyst in Institutional Portfolio Operations. Engage with investment processes and clients while showcasing your operational expertise in a dynamic asset management setting.
This Analyst role is pivotal for contributing to the success of various institutional clients, including pension funds and foundations. You will manage subscription and redemption processes daily, facilitate management fee calculations, and administer AUM reporting. This opportunity emphasizes personal growth through complex operational projects aimed at enhancing efficiency.
Key Responsibilities:
• Process daily client subscription and redemption instructions
• Calculate management fees for institutional entities monthly
• Administer the AUM reporting process and generate reports




• Lead projects focusing on operational efficiency and automation
• Oversee communication of critical portfolio information
Requirements:
• 2+ years in institutional investment or banking
• Undergraduate degree in business or related fields
• Strong verbal and written communication skills
• Proficiency in Microsoft Office; Excel expertise required
• Experience with financial software tools preferred
Shape the future of portfolio operations by leveraging your analytical skills and operational expertise in this rewarding Analyst position.
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📌 Institutional Portfolio Operations Analyst (Vancouver)
🏢 NS Partners
📍 Vancouver

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