Investment Operations & Analytics Associate

Trisura; Toronto; On-site; CAD 84,000 - 140,000; Full time

Job summary

TRISURA GROUP LTD in Toronto is seeking an Investment Operations and Business Management – Associate to support critical investment decision making through reporting and analysis. You will work with the Investments team in downtown Toronto, contributing to portfolio operations, analytics, risk management, and trade settlement.

Ideal candidates have 0–4 years in middle office roles, a Finance degree, familiarity with Bloomberg and Microsoft Office, and interest in portfolio management.

Qualifications

• 0-4 years of experience in a middle office role supporting portfolio management/trade floor (eg. portfolio analytics, performance attribution, trade settlement, compliance)
• Bachelor/BBA/BCom or related degree with Finance concentration; CFA is a plus
• Experience with coding languages or AI/automation is an asset

Responsibilities

• Prepare and communicate recurring portfolio analysis/reporting, including exposure, risk management, transactions, performance.
• Manage trading support infrastructure – exposure, compliance, available cash, etc.
• Manage trade settlement.
• Assist in preparation of internal and external presentations.
• Contribute to macro, asset class and security specific commentary.
• Assist investment team in asset allocation, security diligence, trading and portfolio construction.

Skills

Portfolio operations

Portfolio analytics

Performance attribution

Trade settlement

Compliance

Risk management

Team collaboration

Education

Bachelor/BBA/BCom or related degree program with Finance concentration

Tools

Bloomberg

Microsoft Office

Job description

TRISURA GROUP LTD in Toronto is seeking an Investment Operations and Business Management – Associate to support critical investment decision making through reporting and analysis. You will work with the Investments team in downtown Toronto, contributing to portfolio operations, analytics, risk management, and trade settlement.

Ideal candidates have 0–4 years in middle office roles, a Finance degree, familiarity with Bloomberg and Microsoft Office, and interest in portfolio management.