Specialist, Portfolio Operations

Canaccord Genuity Group Inc.; Vancouver; On-site; CAD 50,000 - 57,000; Full time

Job summary

A leading financial services firm is looking for a Specialist, Portfolio Operations in Vancouver. The role involves resolving client account issues, executing trades, and managing risk. The ideal candidate has a Bachelor’s degree in Business or Economics and strong attention to detail, with at least 1 year of experience in finance or accounting. This is a full-time position with a salary range of $50,000 to $57,000.

Qualifications

• Minimum of 1 year experience in a finance or accounting role is an asset.
• Excellent verbal and written communication skills.
• Strong analytical and problem-solving skills.

Responsibilities

• Investigate and resolve client account issues.
• Execute bond and mutual fund trades.
• Setup fee-based accounts and process daily and monthly fee calculations.
• Allocate daily equity and preferred share trades on behalf of CGWM portfolio managers.

Skills

Attention to detail

Analytical skills

Communication skills

Teamwork

Proactiveness

MS Office proficiency

Education

Bachelor's degree in Business or Economics

Job description

Specialist, Portfolio Operations page is loaded

Specialist, Portfolio Operations

Apply locations Vancouver, BC time type Full time posted on Posted 5 Days Ago job requisition id JR100406

Salary Range: $50,000 - $57,000

Who we are:

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for a Specialist, Portfolio Operations to join our Portfolio Operations team in Vancouver or in Toronto. This is a full-time permanent position.

Responsibilities:

• Investigate and resolve client account issues;
• Execute bond and mutual fund trades;
• Setup fee-based accounts and process daily and monthly fee calculations;
• Allocate daily equity and preferred share trades on behalf of CGWM portfolio managers;
• Participate in projects to increase efficiencies, reduce costs and improve service levels;
• Liaise with portfolio managers, investment advisors, vendors and other external stakeholders;
• Perform ongoing risk management for portfolios and client accounts;
• Provide ad-hoc operational support to others when required.

Skills & Qualifications:

• Minimum of 1 year experience in a finance or accounting role is an asset;
• Bachelor’s degree, preferably in Business or Economics;
• Very strong attention to detail and accuracy;
• Excellent verbal and written communication skills;
• Strong analytical and problem-solving skills;
• Proactive, with excellent teamwork skills complemented by the ability to work independently;
• Ability to learn quickly, work under pressure and meet strict deadlines in a fast-paced environment;
• Advanced MS Office skills (Word, Excel, Outlook, PowerPoint).

#LI-VP1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviewswill be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

About Us

Through its principal subsidiaries, Canaccord Genuity Group Inc. (“Company”) is a leading independent, full-services financial firm, with operations in two principal segments of the securities industry: wealth management and capital markets

Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services.

The Company has Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia.Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East.