Vancouver Senior Associate in Investor Services (British Columbia)

Vancouver Senior Associate in Investor Services (British Columbia)

31 Aug
|
PETERSON GROUP PROPERTI
|
British Columbia

31 Aug

PETERSON GROUP PROPERTI

British Columbia

Explore an impactful role as a Senior Associate in Fund Operations and Investor Services with a distinguished Canadian real estate investment group in Vancouver. Your expertise will contribute to streamlined investment processes and superior investor relations.

This full time position entails overseeing day-to-day fund operations, reporting, and regulatory compliance to enhance investor satisfaction. You'll coordinate essential investment processes while ensuring operational efficiency and accuracy in line with compliance regulations. Your contributions will support the firm’s growth and community-focused values.

Key Responsibilities:
• Oversee fund operational activities and reconciliations
• Manage cash movements and corporate actions
• Handle investor onboarding and documentation processes




• Ensure accurate processing of investor transactions
• Facilitate compliance with applicable guidelines and audits

Requirements:
• Completion of the Canadian Securities Course or equivalent designation
• Minimum of 5 years in relevant investment management roles
• In-depth understanding of financial fundamentals and securities processes
• Advanced skills in Microsoft Excel
• High professionalism in managing sensitive data

Utilize your investment operations experience to drive excellence in this rewarding role.
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📌 Vancouver Senior Associate in Investor Services (British Columbia)
🏢 PETERSON GROUP PROPERTI
📍 British Columbia

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