Lead investment operations at Altium Wealth Architecture in Montreal. This full-time, onsite role demands precision, ownership, and expertise in client reporting and data integrity.
As an Investment Operations Manager, you will oversee all investment-related data accuracy and the production of high-quality client reports. Your attention to detail will support seamless transactions, reconciliations, and communications with stakeholders. This position is ideal for a skilled analytical professional committed to maintaining excellence in investment operations.
Key Responsibilities:
• Execute trades, capital movements, and investment subscriptions
• Monitor settlements and perform daily reconciliations
• Conduct month-end pricing validations for data accuracy
• Produce and deliver quarterly and annual portfolio reports
• Support tax season activities, ensuring compliance
Requirements:
• Over 10 years in investment operations or related fields
• Bachelor’s degre...