Senior Analyst Investment Operations

The Mason Group - Strategic Search Partners; Toronto; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading global investment and asset management organization seeks a Senior Analyst for Investment Operations in Toronto. The successful candidate will manage trade lifecycles, handle treasury activities, and support accounting tasks, contributing to a collaborative team environment. Applicants should possess strong analytical skills, relevant experience, and ideally professional designations such as CPA or CFA.

Qualifications

• 5+ years of relevant investment operations or middle office experience.
• Expertise in trade settlements, reconciliations, and alternative asset classes.
• Ability to work independently and as part of a team in a dynamic environment.

Responsibilities

• Manage trade lifecycle and settlement processes across multiple asset types.
• Support counterparty onboarding and compliance procedures.
• Assist with preparation of reports and support complex transaction execution.

Skills

Analytical skills

Organizational skills

Communication skills

Advanced Excel skills

Education

Undergraduate degree in finance, accounting, economics, or related discipline

CPA, CFA, CAIA (preferred)

Tools

Power BI

VBA

Job description

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The Mason Group - Strategic Search Partners provided pay range

This range is provided by The Mason Group - Strategic Search Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

CA$70,000.00 / yr - CA$100,000.00 / yr

Join a well-established global investment and asset management organization known for its entrepreneurial and collaborative culture.

Responsibilities of the Senior Analyst Investment Operations is as follows but not limited to :

• Manage trade lifecycle and settlement processes across multiple asset types.
• Handle treasury activities including cash flow management and payment processing.
• Support counterparty onboarding and compliance procedures.
• Perform reconciliations and maintain accurate portfolio records.
• Collaborate on system enhancements and integration projects.
• Assist with preparation of reports and support complex transaction execution.

Requirements

• 5+ years of relevant investment operations or middle office experience.
• Undergraduate degree in finance, accounting, economics, or related discipline; professional designations (CPA, CFA, CAIA) preferred.
• Expertise in trade settlements, reconciliations, and alternative asset classes.
• Advanced Excel skills; familiarity with Power BI, VBA, or similar tools is a plus.
• Strong analytical, organizational, and communication skills.
• Ability to work independently and as part of a team in a dynamic environment.
• Experience within the insurance sector is an advantage.

If you are already registered with The Mason Group, please contact your Recruiting Consultant directly with reference to job #19847.

Seniority level

Seniority level

Associate

Employment type

Employment type

Full-time

Job function

Job function

Analyst

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