Enhance investment oversight with a finance team focusing on monitoring, compliance, and reporting. This intermediate-level role demands analytical skills and collaboration with various stakeholders to ensure governance and reporting accuracy.

In this position, you will support investment monitoring processes while maintaining compliance with investment guidelines. You will engage with portfolio managers and compliance teams to develop management reports and improve investment systems and operational frameworks. Your analytical abilities will help validate compliance rules and ensure accurate reporting obligations.

Key Responsibilities:
• Support investment monitoring processes and maintain necessary documentation
• Validate compliance rules and investment guidelines in systems




• Monitor investment activities for policy adherence and exceptions
• Prepare recurring management reports and respond to regulatory requests
• Develop and test automated reports for accuracy and business needs

Requirements:
• Bachelor's degree in Finance or related field
• Two years of experience in investment operations and reporting
• Understanding of regulatory requirements and compliance principles
• Ability to manage large data sets and perform validations
• Experience with reporting and operational procedures

Bring your analytical skills to support effective investment monitoring and compliance processes.
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📌 Investment Monitoring Analyst at Finance Team (Ontario)
🏢 Engage Recruitment
📍 Ontario