Analyst Role in Investment Operations

Join Wellington-Altus Financial as an Analyst focused on Investment Operations, where you will be essential in data reporting and reconciliation. This position allows you to make a significant impact in a leading financial firm. Reporting to the Associate Vice-President, this role emphasizes effective data management and process enhancement within WAPC.

The successful candidate will leverage advanced Excel skills alongside 1-3 years of experience in the financial industry, ensuring accurate and efficient reporting. Your proficiency will be vital in resolving partner-related inquiries and supporting various teams in portfolio management and operational processes. Key Responsibilities: • Manage complex data reconciliation and reporting tasks • Ensure data integrity through meticulous reviews • Actively support advisor teams with actionable insights • Collaborate on process optimization projects • Address escalated operational queries collaboratively Requirements: • Degree or diploma in relevant field preferred • Minimum 1-3 years’ experience in finance • High proficiency in Microsoft Excel • Excellent problem-solving and communication abilities • Familiarity with investment management concepts Contribute to operational excellence at Wellington-Altus, optimizing processes and enhancing service quality. #J-18808-Ljbffr