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.
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
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