Montreal Investment Operations Specialist
Altium Architecture de Patrimoine
Job Description
Join Altium Wealth Architecture as an Investment Operations Manager in Montreal. This full-time, onsite role emphasizes high responsibility in managing investment data and client reporting.
The Investment Operations Manager position is designed for professionals who excel in ensuring the precision and integrity of investment-related data. Your primary duties include executing transactions, overseeing reconciliations, and guiding client reporting processes. A strong sense of accountability is essential for success in this structured environment.
Key Responsibilities:
• Execute all investment transactions accurately
• Resolve discrepancies between systems and custodians
• Review portfolio performance calculations for accuracy
• Oversee client account administration and setups
• Liaise with custodians for tax-related matters
Requirements:
• Minimum 10 years of experience in wealth management
• Bachelor’s degree in finance, accounting, or related field
• Ex...
The Investment Operations Manager position is designed for professionals who excel in ensuring the precision and integrity of investment-related data. Your primary duties include executing transactions, overseeing reconciliations, and guiding client reporting processes. A strong sense of accountability is essential for success in this structured environment.
Key Responsibilities:
• Execute all investment transactions accurately
• Resolve discrepancies between systems and custodians
• Review portfolio performance calculations for accuracy
• Oversee client account administration and setups
• Liaise with custodians for tax-related matters
Requirements:
• Minimum 10 years of experience in wealth management
• Bachelor’s degree in finance, accounting, or related field
• Ex...