Key Responsibilities

- Maintain and monitor daily cash balances and support cash forecasting to ensure accurate reporting for investment teams.
- Perform internal and external reconciliations in accordance with established policies; investigate and resolve discrepancies.
- Collaborate with portfolio managers, traders, asset managers, and internal teams to support investment operations and deliver high-quality service.
- Liaise with custodial banks and settlement teams to manage account activity and resolve issues.
- Support account lifecycle activities including contributions, withdrawals, audits, and account closures.
- Identify process improvement opportunities and assist in enhancing operational workflows and reconciliations.
- Ensure adherence to KPIs, SLAs, and internal controls.
- Stay informed on regulatory and industry developments impacting investment operations.
- Provide support across operational and trade support functions as needed.

Qualifications





- Progress toward or completion of a professional designation (e.g., CFA) is preferred.
- Bachelor’s degree in Finance, Accounting, Economics, or related field.
- 4+ years of experience in investment operations, asset management, or a similar workplace.
- Knowledge of financial instruments such as fixed income, equities, derivatives, and alternative investments.
- Familiarity with investment systems and tools (e.g., portfolio management platforms, reconciliation tools, data visualization software) is an asset.
- Strong analytical and problem-solving abilities.
- High attention to detail and accuracy.

Pay Rate

$40.00/Hour

This position for employment is for a current vacancy with Vaco/Highspring’s client. You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity.

📌 Investment Analyst (Toronto)
🏢 Vaco Recruiter Services
📍 Toronto