Trading Analyst/Portfolio Operations

OceanFront Wealth Inc.; Vancouver; On-site; CAD 80,000 - 120,000; Full time

Job summary

OceanFront Wealth Inc., a boutique firm in Vancouver, seeks a Trading Analyst to excel in portfolio monitoring and trade execution. This role requires meticulous attention to detail and collaboration with experienced Portfolio Managers to drive client success through efficient investment operations, offering exceptional compensation and growth opportunities.

Benefits

Performance Bonuses

100% Employer-Funded DPSP

Equity Opportunities

Dedicated Mentorship

Qualifications

• 5+ years in wealth management focusing on discretionary portfolio management.
• Strong attention to detail and accuracy.
• Experience with portfolio management software and trading platforms is an asset.

Responsibilities

• Daily monitoring of client portfolios and ensuring alignment with objectives.
• Assist in trade staging and execution across various asset classes.
• Ensure timely and accurate trade settlements, identifying discrepancies.

Skills

Attention to Detail

Financial Markets Understanding

Trading Operations

Education

Bachelor’s degree in finance, economics, or related field

CFA or CIM Designation (or working towards one)

Tools

Portfolio Management Software

Trading Platforms

Job description

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from OceanFront Wealth Inc.

Do you have a keen eye for detail and a passion for financial markets? Are you highly organized and thrive in a fast-paced investment environment where accuracy and efficiency are critical? If so, we want you on our team.

We’re a boutique wealth management firm dedicated to helping high-net-worth families navigate complex financial landscapes with confidence. As a Trading Analyst, your primary focus will be on portfolio monitoring and trade execution, ensuring our clients' investments are managed with precision and in alignment with their financial objectives. You will work closely with experienced Portfolio Managers to support daily trading operations, portfolio rebalancing, and investment compliance.

What Makes This Opportunity Unique?

High-Impact Role – Your accuracy and diligence in trade execution will directly impact the success of our client portfolios.

Collaborate with Experts – Work alongside a team of seasoned Portfolio Managers who value efficiency and precision.

Fast-Paced & Detail-Oriented – If you thrive in an environment where timing and accuracy matter, this role is for you.

Growth & Autonomy – We empower self-starters to take ownership, innovate, and expand their expertise.

Exceptional Compensation & Benefits – Competitive salary, performance bonuses, 100% employer-funded DPSP, and more.

Equity Opportunities – Available for eligible employees.

What You’ll Do

As a Trading Analyst, your responsibilities will be heavily focused on portfolio monitoring, trade execution, and ensuring operational efficiency. The approximate breakdown of your role is:

• Daily monitoring of client portfolios, ensuring investments align with client objectives and portfolio guidelines.
• Assist Portfolio Managers with trade staging and execution across various asset classes, including equities, fixed income, mutual funds, and options.
• Ensure timely and accurate trade settlements, proactively identifying and resolving discrepancies.
• Maintain strict adherence to trading regulations, risk controls, and internal compliance policies.
• Perform mechanical rebalancing of model portfolios and oversee cash management processes.

Operational & Compliance Support (25%)

• Oversee fee-billing reconciliation, identifying and resolving errors.
• Assist in policy and procedure documentation to support compliance with regulatory obligations.
• Work with internal teams to enhance operational efficiencies and automate processes where possible.
• Troubleshoot and improve portfolio management software and trading platforms.
• Prepare portfolio presentations and investment-related materials for advisors.
• Manage the client database, ensuring investment records, logs, and reports are accurate and up to date.
• Assist with client reporting, including trade blotters, reconciliations, and investment summaries.
• Provide ad-hoc support to Portfolio Managers on product due diligence and research inquiries.
• Support maintenance of model portfolios, including asset allocation reviews and risk management analysis.
• Conduct research on market trends and portfolio structures to support investment decision-making.
• Keep up to date with regulatory and market changes that may impact portfolio management practices.

What We’re Looking For

CFA or CIM Designation (or working towards one).

5+ years in wealth management with a focus on discretionary portfolio management.

Currently registered as an AAR with the Securities Commission.

Bachelor’s degree in finance, economics, or a related field.

Strong understanding of financial markets, trading operations, and asset classes.

Exceptional attention to detail & ability to work with high accuracy.

Experience with portfolio management software and trading platforms is an asset.

Why Join Us?

Competitive Base Salary + Performance-Based Bonus

Equity Opportunities (Based on Eligibility)

Dedicated Mentorship & Career Growth

Ready to make an impact in investment operations? Apply today and take your career to the next level.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Referrals increase your chances of interviewing at OceanFront Wealth Inc. by 2x

Analyst, Investment Banking, BMO Capital Markets

Finance Analyst - Western Canada District

Burnaby, British Columbia, Canada 1 week ago

Surrey, British Columbia, Canada 2 weeks ago

Financial Analyst (1-Year Contract with Possibility of Full-time)

Surrey, British Columbia, Canada 2 weeks ago

Burnaby, British Columbia, Canada 2 weeks ago

Senior Financial Analyst - Financial Planning and Analysis

Surrey, British Columbia, Canada 2 weeks ago

Burnaby, British Columbia, Canada 1 week ago

Surrey, British Columbia, Canada 1 week ago

Surrey, British Columbia, Canada 1 month ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.