North Road Investment Counsel Looking for Operations Analyst at Edmonton, Alberta, Canada Full Time

At North Road Investment Counsel, we believe wealth can be a force for good in the world.

We are fortunate enough to have a high growth investment management practice and we need an experienced Operations Analyst to join our team. This is a rare, career position in Edmonton. The person we are looking for will have a profound impact on our clients – working to ensure the accuracy of our data, the efficiency of our operations, and the safekeeping of our clients’ life savings. If you are an operations professional working in Edmonton who loves spreadsheets and investments, we should talk.

Our team has been managing the investment portfolios and financial plans of many successful Canadian families for close to 20 years. To do more for our clients, we have recently transitioned our Portfolio Management team to a fully independent firm, and we are looking for someone to join our Edmonton head office.

Now for the formal job description stuff:

Position Overview: We are looking for a detail-oriented and experienced Operations Analyst with a strong background in the Canadian Financial Services Industry to play a crucial role in our business. The ideal candidate will have a minimum of 5 years of hands-on experience, in fast paced and technology focused mid-office and back-office environments.

Responsibilities:

• Support the Front Office team in daily business workflows such as onboarding, annual KYC & client requests.
• Maintain internal business system information to support the client relationship (Portfolio Management System, Client Portal, CRM, Digital Onboarding & Electronic Signature Processing).
• Support the ongoing business activities of the firm such as account reconciliation, performance validation, issuance of client statements & tax reports, collection of management fees and client events.
• Collaborate with front office, mid-office and back office teams to resolve discrepancies and implement process improvements.
• Provide support in the development and enhancement of operational processes and business systems (such as software testing).
• Proactively provide insights and recommendations for continuous improvement in all business operations.

Qualifications:

• Canadian Securities Course (CSC) certification.
• Minimum of 5 years of experience working in an investment operation within the Canadian financial industry.
• Experience working within leading industry software environments such as Salesforce CRM, digital onboarding & e-signature (such as Adobe sign or Docusign) and Enterprise Wealth Management Platforms (such as d1g1t) is a significant plus.
• Bachelor’s degree in Finance, Business, or a related field is advantageous.
• Background or experience in tax is highly desirable.
• Background or experience in business systems analytics is advantageous.

Skills and Abilities:

• Proficiency in all core applications of the Microsoft Office Suite.
• Detail-oriented with a focus on data accuracy and integrity.
• Excellent organizational abilities.
• Strong analytical and problem-solving skills.
• Effective communication and interpersonal skills.

Job Type: Full-time

Schedule: Monday to Friday

Work Location: In person