Operations Analyst, Investment

North Horizon Holdings Inc.; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A Canadian family office is seeking a detail-oriented Operations Analyst to support their Asset Management team. Responsibilities include monitoring trade activities, preparing reports, performing reconciliations, and enhancing workflows through technology. Candidates should have a Bachelor's degree in finance or a related field, along with 1–3 years of relevant experience. This role offers a competitive salary, performance bonuses, and a comprehensive benefits package including health and wellness support.

Benefits

Competitive base salary

Performance-based bonuses

Comprehensive benefits package

Professional development support

On-site gym membership

Inclusive culture

Qualifications

• 1–3 years of relevant experience in investment operations, fund administration, or financial services.
• Solid understanding of the trading cycle, financial instruments, and capital markets.
• Ability to work independently in a fast-paced, dynamic environment.

Responsibilities

• Monitor daily trade activities and prepare weekly reports for senior management.
• Perform cash and security position reconciliations between custodians and internal systems.
• Enhance operational workflows by leveraging technology to improve scalability.

Skills

Analytical skills

Attention to detail

Communication skills

Interpersonal skills

Data management skills

Education

Bachelor’s degree (BCom) in Accounting, Business, Finance, or Investments

Tools

Bloomberg

Power BI

VBA

Python

Job description

About the Company

North Horizon Holdings Inc. is a Canadian family office with a global investment footprint. We are value-oriented investors with diversified interests across public markets, private equity, venture capital, and real estate.

We are seeking a detail-oriented and proactive Operations Analyst to join our Asset Management team. This role will primarily focus on operational support and trading backup functions, ensuring efficient trade execution, accurate reporting, and continuous process improvement.

Key Responsibilities

• Monitor daily trade activities and prepare weekly reports for senior management.
• Perform cash and security position reconciliations between custodians and internal systems.
• Maintain internal records for profit attribution, NAV calculations, and management reporting.
• Enhance operational workflows by leveraging technology to improve scalability and reduce manual processes.
• Engage in cross-functional collaboration to support operational efficiency and business objectives

Qualifications

• Bachelor’s degree (BCom) or postgraduate qualification in Accounting, Business, Finance, or Investments.
• 1–3 years of relevant experience in investment operations, fund administration, or financial services.
• Solid understanding of the trading cycle, financial instruments, and capital markets.
• Strong analytical and data management skills, with the ability to organize and present information clearly.
• Excellent communication and interpersonal skills, with high attention to detail.
• Ability to work independently in a fast-paced, dynamic environment.
• Trading experience or exposure to trading systems is considered an asset.

Nice to Have

• Prior buy-side experience (family office, asset management, or investment firm).
• Proficiency in VBA, Python, or other automation tools to streamline reporting and operations.
• Hands-on trading experience with publicly traded securities.
• Fluency in additional languages, particularly Mandarin, is an asset.
• Familiarity with Bloomberg, Power BI, or other investment and reporting platforms.

Our Total Rewards Program Includes

• Competitive base salary reflective of experience and market standards.
• Performance based bonuses recognizing individual and team contributions.
• Comprehensive benefits package including health, dental, and wellness coverage.
• Professional development support, including training, courses, and certifications reimbursement.
• On-site gym membership and wellness initiatives to keep you active and healthy.
• Inclusive and collaborative culture that values growth, learning, and innovation.

Our Culture

At North Horizon Holdings, we believe diversity of background, experience, and perspective fuels growth and innovation. We strive to build a culture that combines the best of East and West, while respecting and appreciating each individual’s uniqueness. We are committed to developing and promoting talent regardless of age, gender, ethnicity, sexual orientation, or visible/invisible disability.