Support investment operations at Cypress Capital Management through trade settlements, reconciliations, and accurate portfolio administration. This 18-month contract supports a leave vacancy.
The Operations Administrator works with institutional and private client investments within Cypress Capital Management, a wholly owned AGF Management Ltd. firm. Responsibilities span securities, custodians, corporate actions, pricing, proxy voting, and client reporting. The role offers exposure to private and institutional investment management while supporting Harmony database integrity.
Key Responsibilities: Process institutional and private client trade settlements
Reconcile holdings and cash across custodians
Process corporate actions, proxy voting, and management fees
Produce quarterly, year-end, tax, CRM2,



and CRM3 reports
Maintain securities and transactions within Harmony
Requirements: Minimum two years’ investment operations or financial services experience
Working knowledge of reconciliations, settlements, and corporate actions
Familiarity with securities, investment accounts, and custodial systems
Excellent Microsoft Word, Excel, and Outlook application skills
Robust analytical, organizational, and reconciliation skills
Apply investment operations expertise, accuracy, and client reporting knowledge within Cypress Capital Management’s experienced team.

#J-18808-Ljbffr

📌 Investment Operations Administrator (British Columbia)
🏢 AGF Investments
📍 British Columbia