12 Sep
|
Leith Wheeler Investment Counsel
|
Winnipeg
12 Sep
Leith Wheeler Investment Counsel
Winnipeg
Diversity and Inclusion:Diversity is an significant value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, color, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.Job Description:Process, post, and settle investment transactions across Equities, Fixed Income, and Derivatives in an accurate and timely mannerCommunicate trade details, settlement instructions, and exception resolutions with brokers, custodians, and trust companiesInvestigate and resolve trade breaks, settlement discrepancies, and operational issues efficientlySupport daily operational controls and contribute to process improvement initiativesAssist with operational, systems, and business enhancement projects as requiredMaintain accurate and well‑organized records, documentation, and operational filesCollaborate with portfolio managers, traders, administrators, and external counterparties to ensure smooth operational workflowsContribute to a culture of continuous improvement, accountability, and operational excellenceMonitor and ensure the accuracy of security master information, including:Equity pricingDividends and corporate actionsInterest accruals and paymentsMortgage‑backed securities (MBS) paymentsFutures contractsForeign exchange rates and related market dataWhat We Offer:Employee Ownershipb> : As an employee‑owned firm, we believe in rewarding those who contribute to our collective success. Team members have the opportunity to become future shareholders and grow alongside the firm.Open and Transparent Culture : We value open dialogue, collaboration, and trust. Everyone has a voice, and ideas are encouraged - whether they come from a new hire or a long‑time partner.Team‑Oriented and Supportive Environment:
You’ll work closely with experienced professionals who are approachable, respectful, and invested in each other’s success.Work‑Life Balance: We understand that personal well‑being fuels professional excellence. Our flexible, balanced approach enables you to thrive both inside and outside of work.Learning and Development: As part of a boutique firm, you’ll gain exposure to multiple facets of the investment business and have the chance to broaden your skills and impact.Shared Purpose: Join a firm built on independence, integrity, and long‑term relationships where we measure success by the trust we build and the results we deliver for our clients.Competitive Compensation Package: Salary range of $60,000 - $65,000 per annum, with flexibility for exceptional candidates with highly relevant experience. Compensation will be commensurate with education, experience, and internal parity; includes RRSP contribution, extended health benefits from day of joining (no waiting period), and three weeks’ vacation, annually.Job Qualifications:Minimum 3–5 years of experience in securities settlements, trade operations, or investment operations within an asset management, investment management, or financial services environmentSolid understanding of settlement processes across Equities, Fixed Income, and DerivativesProficiency with Bloomberg and Microsoft Office applications, particularly ExcelCompletion of the Canadian Securities Course (CSC) is considered a strong assetStrong communication and interpersonal skills, with the ability to liaise effectively with brokers, custodians, trust company personnel, traders, and internal stakeholdersExceptional attention to detail and commitment to accuracy in a fast‑paced environmentDemonstrated problem‑solving skills with the ability to identify and resolve issues quickly and efficientlyStrong organizational and time‑management skills with the ability to manage competing priorities and deadlinesAbility to work independently while contributing positively to a collaborative team environment#J-18808-Ljbffr
📌 Trade Operations Specialist - $60,000 - $65,000 A Year (Winnipeg)
🏢 Leith Wheeler Investment Counsel
📍 Winnipeg