Senior Analyst Investment Operations

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

Job summary

The Mason Group - Strategic Search Partners is seeking a Senior Analyst in Investment Operations to manage trade lifecycle processes and perform reconciliations while supporting counterparty onboarding. This full-time position requires a strong background in investment operations, analytical skills, and the ability to work in a team-oriented environment.

Qualifications

• 5+ years of relevant investment operations or middle office experience.
• 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.
• Collaborate on system enhancements and integration projects.

Skills

Analytical skills

Organizational skills

Communication skills

Advanced Excel

Education

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

Professional designations (CPA, CFA, CAIA)

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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