Intermediate Investment Advisor – Bloomberg, Eikon and Fundserv exp

Job title:

Intermediate Investment Advisor – Bloomberg, Eikon and Fundserv exp

Company

Teamrecruiter.com

Job description

One of our major banking clients is looking for an Intermediate Investment Advisor – Bloomberg, Eikon and Fundserv exp.
Duration: 6 months contract with potential for extension
Location: Toronto , ON – Hybrid (in office twice a week on a rotational basis)
Working hours: Monday to Friday, 9am-5pm
Line of Business: Investment Operations‘The start date of this job is flexible and in order to find the best candidate the job may remain open much longer than the date mentioned on this posting… or you may be asked to start sooner than the expected start date if you are able to do so !’Please read the job description below. If this interests you, please send a MS-Word version copy of your resume (ASAP) along with a telephone contact number: E-mail to hr@teamrecruiter.comPlease mention the job title above in the subject line
The recruiter in charge of this role is FathiyaAfter you have submitted your resume via e-mail please complete the application for this specific job by clicking ‘Submit Your Resume for this Job’ at the bottom of this page to match your resume to the job.If you are interested in further opportunities, why not also do a general registration in our database. By visiting our website and clicking on ‘Database Registration’If you do not think you are a match for this opportunity, but know someone who is, feel free to forward this email to them and you will be eligible for a referral bonus upon a successful hire.Requirements:
ROLE MANDATE:
Provides end-to-end support for mutual funds, ETFs, segregated funds, term investments, and savings products for internal and external stakeholders. Delivers operational processes and provides after-sales support to the personal wealth and asset management businesses and stakeholders. Areas of operational expertise include Broker/Dealer and Private Bank support, Asset Management, Investment Funds, and Life Insurance.ROLE RESPONSIBILITIES INCLUDE (but are not limited to):
Act as a liaison between vendors and investment advisors
Security maintenance and update for equities, fixed income and private companies.
Analyses data to perform day-to-day price variance reports for securities.
Designs, develops, and implements innovative analytical solutions to improve client reporting.
Produces regular reports as required.
Daily monitor and update of spots rates as per client requirements.
Gathers and formats data into regular and ad-hoc reports, and dashboards.
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
May function as a problem-solving resource for more junior staff.
Organizes work information to ensure accuracy and completeness.
Executes routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements.
Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls.
Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests.
Follows documented policies and procedures to execute day-to-day transactions, activities, processes and meet all Service Level Agreements (SLAs).
Monitor team mailboxes
Monitoring the Missing Price Report, handling missing price inquiries, and correcting missed or incorrect prices
Security & GAC set ups
Equity set ups for private placementsQualifications:
MUST-HAVE SKILLS:
Candidate must have knowledge on vendor sources like Bloomberg, Eikon and Fundserv
Knowledge on Capital market products (Equities, Derivatives and Fixed income securities)
Excellent organizational, prioritization, time management skills
Intermediate to advanced Excel functionalityNICE TO HAVE SKILLS:
Experience with Broadridge(ADP) and FIS (Global Plus) will be an asset.Please note that this is the most up to date version of job description available at this time – During Client Interview you will receive additional information – variance may apply!When you have some time please register in our database (5 minutes process) to be considered for future openings; the link is available on our website at http://www.teamrecruiter.com in the Candidate section. Please follow us on LinkedIn at https://www.linkedin.com/company/teamrecruiter.com/, or on Twitter at https://twitter.com/TeamRecruiter.We thank all applicants for their interest. Only those who meet the qualifications will be contacted through telephone/email. You are encouraged to register with us in our database to be considered for future positions available.Have a great day.At Teamrecruiter.com we offer some of the most highly qualified professionals in the workforce. We dedicate an industry trained recruitment specialist to the following areas: IT, Finance, Admin, Sales, Executive Search and Contractors. If you would like to learn more about our full-service recruiting firm please visit our website at www.teamrecruiter.com.CAMSC and ACSESS certified“…All Offers are conditional on Client Post-Offer Conditions being met and removed by end client prior to written offer signing”“Please note that emails from our Recruitment Firm may inadvertently be sent to your Spam Folder. When contacted regarding an employment opportunity, please keep an eye on your Spam/Junk Folder to avoid missing important communication.”THE EMPLOYER OF RECORD FOR THIS ROLE WILL BE TEAM RECRUITER / SE.Accommodations are available upon request for all individuals with disabilities taking part in the recruitment and selection process.

Expected salary

Location

Toronto, ON

Job date

Sat, 21 Dec 2024 23:50:32 GMT

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