Investment Operations Manager (Toronto)

Investment Operations Manager (Toronto)

19 Apr
|
CI Financial
|
Toronto

19 Apr

CI Financial

Toronto

Drive operational excellence in investment management through effective daily support for portfolio applications and compliance. Collaborate with various teams to enhance processes and ensure superior service delivery.
As an Investment Operations Manager, you will draw on your 3+ years of relevant experience to support front to middle office applications. Your role will involve working closely with project managers, traders, and compliance personnel, focusing on documenting workflows and monitoring client satisfaction. Your advanced knowledge of industry practices will be crucial in delivering high-quality service and operational dependability.
Key Responsibilities:
• Collaborate with teams to establish process scopes
• Document and define workflows for new projects




• Implement and support the new middle office platform
• Maintain high levels of client satisfaction
• Prioritize and track testing tasks and scenarios
Requirements:
• 3+ years in investment operations or front office roles
• Proficient in Charles River and Bloomberg Data
• Strong understanding of financial markets and instruments
• Advanced Excel, VBA, and SQL skills
• Excellent communication and problem-solving skills
Leverage your skills to drive improvement in portfolio operations and enhance the client experience in a collaborative setting.
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📌 Investment Operations Manager (Toronto)
🏢 CI Financial
📍 Toronto

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