Senior Analyst, Investment Operations

Recruiting In Motion; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading recruitment agency in Toronto is seeking a Senior Investment Analyst to join their team. The role involves calculating fees and fund valuations, conducting reporting and analysis, and providing leadership to junior members. Candidates should have 3+ years of financial services experience and be working towards a designation. Advanced skills in Python, VBA, and Power BI are required.

Qualifications

• 3+ years of relevant experience in financial services.
• Working towards a designation.
• Self-starter with strong analytical traits.

Responsibilities

• Calculate fees and fund valuations.
• Reporting and analysis.
• Oversee and review journal entries.
• Ensure compliance to external parties.
• Provide leadership and guidance to junior team members.

Skills

Python

VBA

Power BI

Analytical skills

Collaboration

Attention to detail

Education

University / college educated

Job description

Overview

About Our Client

Our client, located in Toronto, is looking to add a Senior Investment Analyst. The Senior Investment Analyst will be heavily involved in period end closes and will be responsible for process improvements to optimize operational efficiencies. If you have 3+ years of experience in financial services, and are close to being designated, this Senior Investment Analyst role could be a great fit for you!

Responsibilities

• Calculate fees and fund valuations
• Reporting and analysis
• Oversee and review journal entries
• Ensure compliance to external parties
• Provide leadership and guidance to junior team members

Qualifications

• University / college educated
• 3+ years of relevant experience in financial services
• Working towards a designation
• Advanced skills in Python, VBA and Power BI
• A self-starter with attention to detail, highly analytical and collaborative are the required traits for this role