Use investment administration and operational analysis to support Nicola Wealth’s trade workflows. The Portfolio Administrator role requires accuracy, communication, and effective prioritization.
As a member of the Portfolio Administration team, you will provide timely back-office support across investment products. The work includes reviewing Portfolio Manager recommendations, processing trade tickets, and supporting settlement. Success requires professionalism, maturity, solid interpersonal skills, and the ability to manage multiple tasks while adapting to changing priorities.
Key Responsibilities:
- Review Portfolio Manager recommendations for accuracy
- Support trade execution and settlement requirements
- Scan and update recommendation documents for trading
- Assist with compliance requirements and corrective actions
- Support Planning and Project teams on objectives
Requirements:
- Finance or investment administration education or experience
- Minimum two years’ financial services back-office experience
- Strong written and verbal communication skills
- Ability to accept responsibility and take direction
- Effective prioritization and time management skills
Bring professional judgment, trade support experience, and organized execution to Nicola Wealth’s investment administration operations team.