Reporting Specialist

Insight Global; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

Insight Global is seeking an Investment Operations Specialist in Toronto, Ontario. The role involves supporting investment processes to ensure accuracy and compliance while delivering excellent service to internal partners and clients.

The ideal candidate will have 3–5 years of experience in investment operations or banking and a post-secondary education in Finance or Business. Strong Excel skills and high attention to detail are essential.

Qualifications

• 3–5 years of experience in investment operations or banking.
• Solid understanding of financial products, operations, and controls.
• High attention to detail and ability to manage multiple priorities.

Responsibilities

• Support investment processes and ensure transactions are accurate.
• Maintain compliance and provide high service levels to partners and clients.

Skills

Investment operations experience

Strong Excel skills

Analytical skills

Excellent communication

Education

Post-secondary education in Finance or Business

Job description

Insight Global is looking for an Investment Operations Specialist to join one of Canada’s top banking institutions. This role sits within the Investment Operations team and is ideal for someone who thrives in a fast-paced, detail-oriented environment and has a strong foundation in financial services.

You’ll play a key role in supporting investment processes, ensuring transactions are accurate, compliant, and delivered with a high level of service to internal partners and clients.

Required Skills & Experience

• 3–5 years of experience in investment operations, banking, or financial services
• Post‑secondary education in Finance, Business, or a related field
• Strong Excel skills and overall technical proficiency
• Solid understanding of financial products, operations, and controls
• Excellent communication, analytical, and problem‑solving skills
• High attention to detail with the ability to manage multiple priorities

Nice to Have Skills & Experience

• Experience with process improvement or change initiatives
• Exposure to reporting tools or dashboards
• Experience mentoring junior team members

This is a great opportunity to gain exposure within a leading financial institution and contribute to high-impact operational work in a collaborative environment.