The OpportunityWe are seeking a highly organized self‑starter Senior Operations Associate to join our team. This position requires proficiency in aggregating data, measuring investment performance, streamlining operational processes, processing and completing client trades, reviewing internal Know‑Your‑Client (KYC) documentation and familiarity with alternative investments and multi‑family offices. As a Senior Associate you will play a crucial role in ensuring the accuracy, efficiency, and integrity of our operations and reporting team. You will also be relied upon as a point of escalation and have some responsibility for team oversight.Primary ResponsibilitiesBuild, maintain and improve performance reports and metrics based on aggregated financial data.Build and break down analytics (MOIC, IRR, TWRR) and explain them to internal stakeholders.Prepare required documents for client trades, such as subscription agreements and redemption forms and process and monitor custodial account‑openings and transactions.Regularly liaise with Consulting Team Members to coordinate client data, account set‑up, onboarding and trade execution.Communicate and troubleshoot with Fund Managers on client transactions and KYC.Aggregate, reconcile, and verify financial data from various sources, including investment managers, custodians, brokers, and other relevant parties.Identify, develop and implement streamlined procedures and workflows to enhance efficiency, accuracy, and scalability, including centralizing performance reporting within the Operations department.Key AttributesProficiency with key operational and analytical tools, including Addepar, Salesforce,



and Claude (or similar AI productivity platforms).Ability to quickly onboard to new technology and integrate tools into day‑to‑day workflows.Working knowledge of alternative investment structures — private equity, private credit, and venture capital — including fund lifecycle, capital calls, and LP/GP dynamics.Proven client service orientation – you get energy from helping people.High degree of accuracy, organization, timeliness, and strong detail orientation.Ability to prioritize and multi‑task in a quick‑paced work environment.Team‑oriented and collaborative mindset.Strong analytical and problem‑solving abilities.Very strong process orientation and ability to follow through on commitments.Capability to navigate complex issues and escalating as needed with a sense of urgency.QualificationsBachelor’s degree or relevant experience in finance, economics, business administration, accounting or a related field.Desire to pursue advanced degree or relevant certifications (e.G., CSC, CFA) beneficial.Minimum 3 years’ experience in a financial services organization.Excellent verbal and written communication skills, with fluency in English.Commitment to complete the Exempt Market Proficiency Exam or the Canadian Securities Course within 6 months of joining the firm.Demonstrated interest in the investment advisory or wealth management industry.CompensationBase salary range $80,000 – $90,000 CAD per annum.Performance‑based bonus structure.Career advancement with demonstrated performance.Up to $1,000 per annum relevant continuing education expense reimbursement.Wellness allowance up to $600 per annum.EEO Statement and AccommodationPrime Quadrant Corp is committed to fair and accessible employment practices and to providing accommodation for persons with disabilities. If you require accommodation in order to apply for this opportunity or require this posting in an additional format, please contact us at [email protected] or call (phone hidden).#J-18808-Ljbffr

📌 Senior Operations Associate - C$80,000 - C$90,000 A Year (Winnipeg)
🏢 Prime Quadrant
📍 Winnipeg