About Canoe FinancialCanoe Financial is one of Canadas fastest-growing independent mutual fund companies, managing over $19 billion in assets across a diversified range of award-winning investment solutions. Founded in 2008, Canoe is proud to be employee-owned and committed to building wealth for Canadians. Canoe has a significant presence across Canada with offices in Calgary, Toronto and Montreal with a strong culture of innovation, collaboration and growth.DescriptionAs a Senior Investment Operations Analyst, you will be a key member of Canoes Investment Operations team. Leveraging your investment industry experience and analytical skills, your contributions and support will directly impact Canoes business units. You will collaborate with talented teams across sales, marketing, finance, asset management, and compliance to support the investment management process. This position is ideal for individuals looking to advance their careers in the investment industry and thrive in a fast-paced environment.Why join Canoe?Be part of a collaborative, high-performing team within one of Canadas leading investment firms.Play an active role in driving our success - and yours - as we execute our strategies to deliver exceptional service and results for our clients and stakeholders.Enjoy opportunities for professional growth and development in a performance-driven culture.Key ResponsibilitiesManage and prioritize multiple projects driven by the business.Portfolio Manager trade support - including security set-up, corporate action, trade settlement and daily cash forecasting.Prepare reports for Portfolio Manager review. Resolve security and cash reconciliation exceptions. Liaise with the Funds Custodian, Prime Brokers and Accounting agents. Prepare and review performance and attribution reports. Perform data quality within Investment Operations systems using tools provided within the various applications. Foster innovation, build positive working relationships and work in a team environment.Key attributesUndergraduate degree in finance, economics, or a complementary business discipline.Bloomberg AIM experience3+ years of middle/back office or relevant financial service experience.Experience and knowledge of Equities, Fixed Income and Derivatives settlements.Fund Accounting and/or Performance and Attribution knowledge.Excel and Visual Basic working knowledge.Ability to multitask and manage competing priorities in a dynamic environment.Client-focused and team-oriented, with strong interpersonal and relationship-building skills.
Job Title
Sr. Investment Operations Analyst