Operations Analyst
McNeill Nakamoto Recruitment Group
Vancouver, BC, CA
3d ago

Our client, a highly sought-after investment management firm, is seeking an Operations Analyst to become an integral member of their high-

performing team. The culture is one of client service and high-integrity; the ideal candidate will be motivated to develop a career in investments and / or investment banking, and have an ability to combine strong analytical skills to engage in research and assist with trading activities for the team.

Responsibilities :

  • Model and execute daily trade orders for client accounts
  • Reconcile accounts and settlements, review data and troubleshoot errors, communicate with brokers and custodians
  • Adhere to internal controls and processes in order to maintain compliance
  • Conduct research and prepare financial and data models
  • Prepare performance and analytic reports as requested
  • Handle new client onboarding process, as well as existing client account administration and preparation of client statements / send outs
  • Assist the team with client account reviews, financial planning and new prospect proposals
  • Provide ad hoc support to the team, as needed
  • Requirements :

  • At least 2 years’ experience working in a related role within Finance
  • Interest or enrollment in CFA is an asset
  • Strong technical skills with advanced Excel knowledge
  • An analytical mindset coupled with knowledge and interest of Capital Markets
  • Interest in participating in continuing education and professional growth
  • Strong written and verbal communication skills
  • Ability to work independently and in a team
  • All interested applicants are encouraged to submit their resume to McNeill Nakamoto by visiting http : / / mcnak.com / jobs / # / jobs / 16281 and clicking on the APPLY button.

    McNeill Nakamoto is committed to recruiting with a focus on equal opportunity, diversity and inclusion. While we thank all candidates for their interest, only select individuals will be contacted for follow-up.


    Learn more at www.mcnak.com

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