Become the Lead in Investment Implementation Operations to ensure excellence in team productivity and client satisfaction. Oversee trading activities and maintain high operational standards across the board.
This role demands an individual with rich experience in mutual fund and portfolio management, requiring 5+ years in client
facing roles.

You will direct everyday liaison efforts with our Middle Office, supervise trade execution, and analyze client positions.

Unique problem-solving skills are essential for quickly resolving challenges and enhancing team dynamics.

Key Responsibilities:
Supervise daily trading execution and compliance
Liaise effectively with outsourced service providers
Ensure accurate recording of client cash positions




Lead analysis and resolution of client account discrepancies
Manage sub-advisor and custodian invoice reviews Requirements:
Relevant undergraduate degree in finance or economics
5+ years in financial services supporting institutions
Profound knowledge in trading analysis and reconciliation
Robust proficiency in Microsoft Excel and reporting
Excellent leadership and mentoring abilities Utilize your leadership experience to enhance our investment implementation services and drive client success.
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📌 Lead Investment Implementation Operations Ottawa
🏢 Mercer
📍 Ottawa