Become an Investment Program Support Analyst, focusing on operational enablement and advisor-facing initiatives. Drive the execution and delivery of platform enhancements for investment management. You will work alongside cross-functional teams to ensure successful project execution and operational readiness.
Key responsibilities include supporting onboarding for advisors, documenting workflows, and coordinating on-platform tools. Candidates should have experience in financial services or operations with a keen analytical mindset. Key Responsibilities:
- Provide support for investment management initiatives
- Assist with advisor onboarding and training documentation
- Manage project tracking and status reporting
- Document workflows and operating procedures
- Coordinate communication for advisor sessions Requirements:
- 3–5 years in operations, business analysis, or similar roles
- Degree in business administration or finance preferred
- Proficient in MS Office applications
- Familiarity with investment and trading platforms is a plus
- Excellent written and verbal communication skills Utilize your analytical skills to enhance operational success in investment management and support advisory activities effectively.
📌 Investment Program Support Analyst (Winnipeg)
🏢 Wellington-Altus
📍 Winnipeg
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