Investor Relations Analyst

Vault Credit Corporation; Toronto; On-site; CAD 50,000 - 90,000; Full time

Job summary

An innovative non-bank mortgage lending company is looking for a dedicated Investor Relations Officer to join their dynamic team. This role focuses on managing investor relationships and overseeing administrative processes for investment products. Ideal candidates will possess strong organizational and communication skills, with a keen attention to detail and the ability to thrive in a fast-paced environment. A commitment to professional growth and a willingness to obtain a Dealing Representative license are essential. Join a forward-thinking organization that values diversity and offers a supportive work culture.

Qualifications

• Strong communication and organizational skills are essential.
• Ability to prioritize tasks in a fast-paced environment.

Responsibilities

• Manage administrative processes of a mutual fund trust.
• Onboard and manage investor clients with KYC assessments.

Skills

Organizational Skills

Communication Skills

Problem-Solving Skills

Microsoft Office Proficiency

Attention to Detail

Time Management

Multitasking

Adaptability

Education

University Degree or Equivalent

Job description

Vault is a non-bank private mortgage lending company with a progressive and friendly work environment focused on growth. We are seeking a dedicated Investor Relations officer to join our dynamic team. The ideal candidate will either possess a Dealing Representative (EMD) license or be willing to obtain one.

The role involves overseeing the administrative processes of a mutual fund trust and other investment products. With the appropriate licensing, responsibilities include onboarding and managing investor clients. The environment is professional, fast-paced, and values attention to detail and strong time management skills.

Job Responsibilities:

1. Administrative:
   • Manage the administrative aspects of a mutual fund trust.
   • Ensure investor files are complete and organized.
   • Pre-populate subscription documents.
   • Track investor cash flows.
   • Coordinate with team members, investors, and dealers.
   • Implement policy and procedure changes in compliance with legislation.
   • Collaborate with fund administrators and trustees to complete transactions.
   • Follow up with third-party service providers.
   • Allocate funds according to investor preferences and capital needs.
   • Investigate discrepancies and non-compliance issues.
   • Complete fund closing procedures promptly.
   • Prepare periodic reports as required.
   • Work with the President to ensure operational efficiency and regulatory compliance.
   • Participate in training and cross-training as needed.
   • Perform other administrative duties as assigned.
2. Licensed Activities (if licensed):
   • Meet with potential investor clients.
   • Onboard new investors, including KYC assessments.
   • Collect and update documentation, including AML and KYC requirements.
   • Handle SEDAR filings for exempt markets.
   • Update client records.
   • Perform other regulated activities as assigned.

Qualifications:

• Ability to prioritize, multitask, and organize in a fast-paced environment.
• Attention to detail with excellent organizational skills.
• Strong communication skills, both written and oral.
• Personable and professional demeanor.
• Adaptability to changing situations.
• Energetic, independent, and team-oriented.
• Problem-solving skills and resourcefulness.
• Self-motivated and proactive.
• Proficiency in Microsoft Office.
• Dealing Representative (EMD) license or willingness to obtain one.
• University degree or equivalent.
• Financial services experience is an asset.

If you are dedicated, organized, resourceful, and possess a positive attitude, you may be the perfect fit for our team!

Vault Capital Inc is committed to diversity and equal opportunity. We will provide reasonable accommodations during the recruitment process upon request.