Collateral and Liquidity Operations Analyst (1883)

Direct IT Recruiting Inc.; Toronto; Hybrid; CAD 104,000 - 114,000; Part time

Job summary

Direct IT Recruiting Inc. is seeking a detail‑oriented Operations Analyst to support daily investment finance activities in a hybrid Toronto setting. The role involves troubleshooting, collaboration with Investment Technology and external partners, and handling high‑value transactions with accuracy.

The ideal candidate has a university degree in a related field and at least one year of Investment Operations experience, with strong Excel, VBA, SQL and Python skills to drive efficient processes.

Qualifications

• Must have at least 1 year of experience in Investment Operations.
• Collateral management experience is preferred.
• Strong analytical and problem-solving skills with Excel, VBA, SQL and Python are essential.

Responsibilities

• Complete the day’s critical priorities.
• Identify, analyze, respond to and resolve issues.
• Coordinate with Investment Technology, Investments, and external teams to deliver BAU activities and projects.
• Contribute to project delivery, system upgrades, releases and bug fixes.
• Document processes and maintain knowledge of issues affecting operations.

Skills

Investments Operations

Collateral Management

Excel

VBA

SQL

Python

Education

Bachelor's degree in Business/Economics/Actuarial Science/Math/CS

Job description

NOTE: HYBRID work model, 4-days on-site in Toronto/week

Type: 6-month contract (possibility of extension)

Rate: $50-55/hr, 8 hours/day, 40 hours/week

SKILLS: 1+ years in Investments Operations, Collateral Management, Excel, VBA, SQL, Python

DESCRIPTION

This role supports the day-to-day operations of the unit, including troubleshooting, ad hoc projects and other duties as required.

You will collaborate with Investment Technology and Investments teams, as well as external clients, service providers, consultants and vendors, to deliver business-as-usual activities and projects that meet the Plan’s evolving requirements.

Critical duties must be completed the same day. This position carries a high degree of responsibility because transaction values are significant and errors may result in substantial, potentially unrecoverable losses for the fund.

Daily Investment Finance Operations

• Complete the day’s critical priorities.
• Identify, analyze, respond to and resolve issues and problems.
• Determine and implement appropriate solutions.

Controls and Information Verification

• Ensure internal control standards are met.
• Ensure information is complete and accurate.
• Check and reconcile information for accuracy.
• Follow up on and resolve discrepancies.

Project and Change Support

• Contribute positively to project delivery and change-management initiatives.
• Liaise with Investment Technology, Investments and other teams as required.
• Coordinate activities and tasks related to system upgrades, new releases and bug fixes.

Additional Responsibilities

• Provide information to and request information from internal clients and established external suppliers, such as custodians, counterparties and systems providers.
• Investigate how systems handle products, including testing issues and new systems.
• Analyze and implement new processes and systems.
• Maximize the use of technology across work processes.
• Contribute constructive ideas related to financial operations.
• Document processes and procedures.
• Maintain current knowledge of issues affecting operations.
• Provide backup coverage for team members during absences.
• Perform other duties as requested.

REQUIREMENTS

• A relevant university degree in Business, Economics, Actuarial Science, Mathematics, Computer Science or a related field; equivalent experience with Investment Finance processes will also be considered.
• At least 1 year of experience in Investment Operations.
• Collateral management experience is preferred.
• Strong analytical and problem-solving skills, including the ability to assess multiple factors and recommend practical solutions.
• Strong quantitative and technical skills in Excel, VBA, SQL and Python, with an understanding of database concepts.
• Knowledge of accounting and reconciliation processes.
• Ability to meet deadlines, adapt to a rapidly changing environment and sustain high productivity.
• Exceptional attention to detail, organization and thoroughness.
• A proactive, confident and innovative team-player mindset.
• Strong interpersonal and communication skills.
• Ability to work effectively with internal and external clients and suppliers.

Note: As part of our hiring process, we use AI-based systems to support initial applicant screening.