Senior Analyst, Investment Operations

Brookfield Asset Management; Toronto; On-site; CAD 125,000 - 150,000; Full time

Job summary

A leading asset management firm in Toronto seeks a Senior Analyst for Investment Operations. This role involves supporting trade settlement, conducting reconciliations, and collaborating with various teams. Candidates should have 5+ years of experience and an undergraduate degree in a relevant field. Strong Excel skills and analytical abilities are essential for success in this dynamic environment.

Benefits

Commitment to diversity and inclusion

Positive work environment

Career development opportunities

Qualifications

• 5+ years of experience in Investment Operations.
• Strong understanding of settlement and reconciliation processes.
• Ability to handle multiple responsibilities under deadlines.

Responsibilities

• Support trade settlement across various asset types.
• Conduct reconciliation of cash and positions.
• Collaborate with technology for process enhancements.

Skills

Trade life-cycle processes knowledge

Analytical skills

Proficient in Microsoft Excel

Communication skills

Attention to detail

Proactive and self-motivated

Interpersonal skills

Education

Undergraduate degree in accounting, finance, economics or relevant fields

CPA/CFA/CAIA designation preferred

Tools

Microsoft Excel

Power BI

VBA

Job description

Location

Brookfield Place - 181 Bay Street

Brookfield Culture

Brookfield has a unique and dynamic culture. We seek team members who have a long‑term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.

Job Description

Senior Analyst, Investment Operations. Brookfield Corporation (NYSE/TSX: BN) is focused on deploying its capital on a value basis and compounding it over the long term. This capital is allocated across its three core pillars of asset management, insurance solutions and its operating businesses. Position Summary: The Senior Analyst, Investment Operations will be a key member of Brookfield Reinsurance’s growing team and will report to our Manager, Investment Operations, and Reporting. The role will also have a high degree of interaction with the Vice‑President, Investment Operations and other members of the investment team, working directly with them in support of the expansion of BNRE’s investment portfolio. This role provides a highly motivated individual with a solid foundation and exposure to a progressive and dynamic career within Brookfield Reinsurance. The role will be based in Brookfield’s Toronto offices at Brookfield Place.

Responsibilities

• Support trade settlement and life‑cycle management across various asset types both public and private. Assist with trade booking and settlement via DTC at various custodians.
• Treasury functions including liquidity/cash management, wire/transfer payments, and callback process.
• Support onboarding and KYC process with borrowers and trading counterparties.
• Document and maintain all procedures.
• Conduct reconciliation of cash and positions, ensuring alignment between our records and administrators.
• Design ad‑hoc reports for special requests from clients or internal requests.
• Handle various special duties and projects as assigned.
• Monitor changes to existing portfolios and apply the changes to all back‑office systems.
• Work and communicate directly with various teams including investment, legal, accounting, escalating to manager in a timely manner when required.
• Collaborate with technology services for integration and process enhancement, while actively participating in system implementation projects for ongoing process improvements.
• Support the implementation of complex transactions, product launches, closures and other initiatives.

Qualifications & Requirements

• 5+ years of experience; CPA/CFA/CAIA designation is preferred.
• Undergraduate degree in accounting, finance, economics, or other relevant fields is required.
• Working knowledge of trade life‑cycle processes within Investment Operations / Middle Office related to alternative asset classes, private investments and fixed income.
• Proficient in various settlement and reconciliation processes.
• Advanced knowledge of Microsoft Excel and other office applications (i.e., Power BI, VBA); experience with other technical software is advantageous.
• Strong analytical and conceptual thinker who works well in a fast‑paced, dynamic, complex and unstructured environment.
• Thorough and meticulous with extreme focus on details.
• Self‑motivated and proactive with the ability to operate independently.
• Team‑oriented with a commitment to shared success.
• Superior communication (oral and written) and interpersonal skills.
• Excellent interpersonal skills and ability to develop collaborative relationships at all levels.
• Ability to prioritize multiple responsibilities to meet internal and external deadlines.
• High degree of professional ethics and integrity.
• Insurance sector experience and knowledge of insurance requirements is an asset.

Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment.

Brookfield is committed to creating an accessible and inclusive organization. We are committed to providing barrier‑free and accessible employment practices in compliance with the Accessibility for Ontarians with Disabilities Act. Should you require a Human Rights Code‑protected accommodation through any stage of the recruitment process, please make them known when contacted and we will work with you to meet your needs.