Elevate your career as a Retail Portfolio Operations Specialist with one of Canada's premier asset managers. This position offers a hybrid working arrangement, blending office and remote collaboration. As a key player on our Retail Portfolio Operations team, your responsibilities will involve maintaining client portfolios, reconciling fund data, and addressing client inquiries.

Your role will include producing detailed reports for High-Net-Worth clients and enhancing operational processes to optimize efficiency. Key Responsibilities:

- Reconcile client cash, holdings, and fund cash flows
- Liaise with external custodians and internal teams
- Produce detailed client reports for investment tracking
- Support performance inquiries related to transactional data
- Coordinate account transfers with various custodians Requirements:
- Degree in Business, Finance, or similar field
- Advanced computer skills, particularly with MS Excel
- One year of experience in investment banking or related field
- Solid rationale and logical thinking capacity
- Collaborative and effective communicator Become an integral part of our Retail Portfolio Operations team and contribute to impactful investment management.

📌 Retail Operations Specialist in Asset Management (Toronto)
🏢 Connor, Clark u0026 Lunn Financial Group (CCu0026L)
📍 Toronto