Top Tech Jobs & Startup Jobs in Toronto

Processes and tracks investment account transfers, including manual, ATON, internal, and external transfers. Monitors transfer inquiries and mailboxes, follows up on outstanding requests, reviews and files documentation, handles escalated items, and provides operational support to the Transfers Department. The role also assists with special projects and requires accurate, organized work in a financial securities environment while communicating fluently in English and French.

Processes daily investment account transfers, including manual, NELTC, and internal transfers; monitors transfer status, follows up on outstanding items, supports transfers to external institutions, responds to inquiries, maintains records, and handles document retention and destruction. The role also provides backup support to the transfers team and assists with special projects. Success requires accuracy, organization, problem-solving, teamwork, bilingual communication, and back-office investment administration experience.

The Business Analytics Specialist maintains and distributes business reporting, performs ad-hoc data mining, and analyzes financial performance metrics. The role develops and enhances reporting solutions using SQL, Excel Services, and Power BI; prepares monthly reports for senior management; interprets financial data; and supports decision-makers. It also involves light project management, collaboration with stakeholders, and ensuring accurate, timely reporting within business and regulatory requirements.

Processes incoming, outgoing, internal, manual, and ATON transfers within service-level agreements. Monitors transfer inquiries and mailboxes, initiates and tracks transfers, follows up with external institutions, reviews and approves items, maintains documentation, resolves escalations, and provides operational coverage and project support. The role requires accuracy, organization, financial securities back-office experience, problem-solving, and proficiency with Microsoft Office and related transfer systems.

Provides operational and client service support for separately managed account programs. Responsibilities include handling inquiries, processing account setups, transfers, contributions, redemptions and investment instructions, executing discretionary trades, resolving issues and complaints, supporting advisors, assisting with fee billing, and preparing operational trend and escalation reports. The role requires financial services experience, bilingual English and French communication, regulatory exam completion, strong organization, and proficiency with portfolio management tools and Microsoft Office.

Manage discretionary managed-account portfolios, model portfolios, investment mandates, trading oversight, performance reporting, compliance monitoring, and client reporting. Partner with advisors, sub-advisors, technology, operations, compliance, and product teams to improve managed-account platforms and workflows. Support investment strategy, market communications, portfolio accounting, fee billing, attribution analysis, and operational automation using data analytics and technology tools.

Administer separately managed account portfolios, manage account data and discrepancies, execute discretionary trades, monitor restrictions, support fee billing, and produce investment and supervision reports. Maintain investment materials, support advisors and portfolio managers with proposals and presentations, and assist the Investment Strategy Committee with market research, analysis, and presentations.

Leads IT internal audit engagements covering applications, infrastructure, security, technology and data governance across on-premises and cloud environments. Plans audits, evaluates controls, communicates findings, recommends risk mitigation, coordinates third-party auditors, supports quality assurance, guides team members, and improves audit processes through analytics, visualization, and reporting.

Performs tax audits, reconciliations, withholding tax remittances, tax slip production, year-end reporting, and regulatory compliance for Canadian and non-resident client accounts. Reviews CRA, MRQ, IRS, FATCA, CRS, and CIRO requirements, resolves discrepancies, supports audits, maintains procedures, and implements workflow improvements. Requires strong analytical, organizational, communication, and problem-solving skills, with fluency in English and French.

Processes incoming, outgoing, manual, ATON, and internal transfers within service-level agreements. Monitors transfer inquiries and mail, tracks transfer status, follows up with external institutions, reviews and approves transactions, resolves escalated items, maintains records, shreds documents, and supports departmental projects and coverage needs.