Drive operational excellence as an Analyst in Portfolio Administration. Oversee cash forecasting and reconciliations while collaborating with investment teams for superior service.You will manage daily cash balances and perform reconciliations to ensure accuracy in investment reporting. Engage with portfolio managers and asset management teams to support operational tasks and address discrepancies efficiently. Your expertise in improvement opportunities will play a crucial role in optimizing workflows and maintaining SLAs.Key Responsibilities:Oversee and monitor daily cash balancesExecute accurate internal and external reconciliationsCollaborate with teams on investment operationsSupport contributions and withdrawals managementIdentify and implement process improvement initiativesRequirements:4+ years of relevant investment operations experienceBachelor's degree in Finance, Accounting, or related fieldKnowledgeable about financial instruments and toolsStrong analytical and detail-oriented mindsetPreference for candidates pursuing a qualified designationUtilize your skills in this analyst role to enhance portfolio administration and investment operations.
📌 Experienced Portfolio Analyst Wanted At Guardian (Toronto)
🏢 Guardian Capital Group
📍 Toronto
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