Bilingual Sr. Transactions Management Analyst

Robertson & Company Ltd.; Montreal; Hybrid; Full time

Job summary

Join a leading financial institution as a Bilingual Sr. Transactions Management Analyst in Montreal. This role involves processing investment transactions, ensuring data integrity, and improving workflows. Candidates should have strong analytical skills and be fluent in both French and English. The position offers a hybrid work environment and a contract period of 14 months with potential for extension.

Qualifications

• Minimum 4+ years in securities and investment environment.
• Bilingual – fluent in French and English.
• Strong conceptual, diagnostic, and analytical skills.

Responsibilities

• Ensure timely and accurate processing of investment transactions.
• Lead resolution of transaction processing issues.
• Work on developing new procedures and controls.

Skills

Analytical

Problem-Solving

Bilingual

Interpersonal

Organizational

Tools

MS Office

Excel

Job description

Bilingual Sr. Transactions Management Analyst

Join to apply for the Bilingual Sr. Transactions Management Analyst role at Robertson & Company Ltd.

Bilingual Sr. Transactions Management Analyst

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Join to apply for the Bilingual Sr. Transactions Management Analyst role at Robertson & Company Ltd.

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Introduction: Robertson is seeking a skilled Bilingual Sr. Transactions Management Analyst to join our client.

Contract Period: 14 months with potential to extend or convert

Pay Rate: Starting from $35 per hour

Location: Montreal, QC

Location Type: Hybrid; 3 days onsite (Tuesday, Wednesday, and Thursday)

Business Hours: Monday to Friday; Core Business Hours

Job Responsibilities

• Be responsible for the timely, accurate, and completeness of investment and trades processing of North American and International investment transactions for General Accounts into the investment book of record including but not limited to exceptions, and manual workaround processes.
• Lead or assist in the resolution of transaction processing issues, which may involve contacting various Portfolio Managers, International and Third-Party Investment Offices and Investment Systems as well as other business divisions.
• Ensure data integrity on data elements and generation of proper forecasts and accounting on investments including, but are not limited to, fixed income, equities, Money Market, Asset-backed, Interest-only, and Private Placements.
• Work with Portfolio Managers, International and Third-Party Investment Offices as well as other business divisions on developing new procedures and controls; processing standards; establish and control all procedures to ensure integrity of data.
• Work closely with the General Account Operations Support Team and other teams on implementation of new initiatives that affect Securities Operations. This includes but not limited to process documentation, training, execution, and working with internal/external clients impacted by the changes.
• Identify areas of opportunity through analysis and develop improved workflow leading to operational improvement and efficiency.
• Adhere to established SOX documentation and controls and ensure all daily tasks risks/controls are followed and reviewed as per procedures established for team.
• Additional duties, as required and assigned.
  
  

Experience & Qualification Requirements

• Minimum 4+ years of working experience in the securities and investment environment
• Strong conceptual skills, diagnostic, analytical and problem-solving skills and ability to exercise flexibility and judgment
• Proficiency in MS Office applications, especially Excel
• Bilingual – Proficient in both languages (speak fully fluent in both French) (write and read in English)
• Good interpersonal and communication skills; ability to handle diverse client interactions using a service-oriented approach
• Well-organized and able to meet tight deadlines with accuracy and attention to detail
• Demonstrated initiative and strong team player
• ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS****
  
  

How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.

Robertson & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Robertson is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Contract

Job function

• Job function

  Business Development and Sales

• Industries

  Staffing and Recruiting

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