Join Canaccord Genuity's Portfolio Operations team in Vancouver or Toronto as a full-time Specialist, Portfolio Operations. Your focus will be on client account issues, trade executions, and fee calculations.
Canaccord Genuity is seeking a detail-oriented Portfolio Operations Specialist for a permanent full-time position. Candidates should possess strong analytical skills and a proactive mindset while engaging with portfolio managers and stakeholders. You will also play a key role in projects aimed at improving operational efficiencies and service levels.
Key Responsibilities:
• Investigate and resolve client account issues effectively
• Execute bond and mutual fund trades efficiently
• Setup and process fees for fee-based accounts
• Allocate daily trades for portfolio managers
• Participate in efficiency improvement projects
Requirements:
• Minimum 1 year experience in finance or accounting
• Bachelor’s degree in Business or Economics preferred
• Stron...