Investment Operations and Business Management - Associate

Trisura Group; Toronto; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

Trisura Group is seeking an Associate in Toronto to support the Investment team in analysis and decision-making. You will assist with portfolio analytics, reporting, and trade settlement while collaborating across teams and vendors. Strong Excel skills and Bloomberg familiarity are valued.

This role focuses on asset allocation, performance reviews, and preparatory presentations. It requires 0–4 years in a middle-office role and a finance-focused degree; CFA progress is a plus.

Qualifications

• 0–4 years in a middle-office role supporting portfolio management.
• Finance degree with Finance concentration.
• Experience with coding is an asset.
• Experience with AI/automation is an asset.
• CFA designation or progress toward.

Responsibilities

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

Skills

Portfolio operations

Portfolio analytics

Performance attribution

Trade settlement

Bloomberg

Cross-functional collaboration

Microsoft Office

Education

Finance concentration (Bachelor/BBA/BCom)

Tools

Coding languages

AI/automation

CFA progress

Job description

TRISURA GROUP LTD

We are currently seeking a qualified individual for the following opportunity in our Toronto office.

Investment Operations and Business Management – Associate

Team: Investments

Reporting to: SVP, Investments

Description:

Support critical investment-related decision making and execution through timely reporting and thoughtful analysis.

As an integral member of the team, you will bring

• Experience with portfolio operations, portfolio analytics, performance attribution, trade settlement, compliance, risk management, etc.
• Interest in financial markets, asset allocation, portfolio management and trading.
• Demonstrated ability to effectively manage multiple priorities.
• Strong computer skills; including extensive experience with Microsoft Office.
• Familiarity with Bloomberg.
• Demonstrated ability to collaborate cross-functionally across teams/vendors/counterparties.
• Excellent organizational, communication and interpersonal skills.
• Proven ability to work within a team environment.
• Proven ability to organize and complete work within tight deadlines.

Responsibilities

• Prepare and communicate recurring portfolio analysis/reporting, including exposure, risk management, transactions, performance, etc.
• 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 discrete tasks related to asset allocation, security diligence, trading and portfolio construction.

Qualifications

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

Location:

• Downtown Toronto

Salary:

• The expected salary in this position is within the range of $60,000 - $100,000

This salary range reflects the expected base compensation for the role across Canada. Actual compensation will be determined based on factors such as experience, qualifications, and scope of responsibilities. Trisura Group provides this range in good faith in accordance with applicable legislation.

This position is for an existing, currently vacant position.

We thank all candidates for their interest; however, only those selected for an interview will be contacted.

www.trisuragroup.com

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