Support investment operations at Cypress Capital Management through trade settlements and reconciliations in a hands-on 18-month contract. Accuracy and integrity matter across daily processes.

The Operations Administrator supports private and institutional investment management within Cypress Capital Management, an AGF Management Ltd. company. Responsibilities span trade processing, security pricing, corporate actions, proxy voting, and client reporting. You will collaborate with an experienced team while broadening operational expertise.

Key Responsibilities:

- Process institutional and private client trade settlements
- Reconcile holdings and cash across custodians
- Price corporate bonds and private placements
- Process corporate actions, fees, and proxy voting
- Produce quarterly,



year-end, tax, CRM2, and CRM3 reports

Requirements:

- Minimum two years in investment operations or financial services
- Working knowledge of reconciliations and trade settlements
- Familiarity with securities, investment accounts, and custodial systems
- Excellent Microsoft Word, Excel, and Outlook application skills
- Robust analytical, problem-solving, and reconciliation skills

Bring dependable attention to detail and investment operations knowledge to Cypress Capital Management’s client-focused financial services team.

📌 Investment Operations Administrator (Canada)
🏢 722 Cypress Capital Management
📍 Canada