Adecco is recruiting on behalf of a leading financial services client for an Investment Management Analyst to join their team on a 6-month contract in Toronto, ON. This hybrid role focuses on institutional client account maintenance, securities trading, capital funding, and investment operations. You will act as a key liaison between portfolio managers, trading desks, and operations to ensure smooth, accurate, and timely investment activity. The ideal candidate has advanced Excel/Macro skills and strong investment industry knowledge.
Pay rate: $39.54/hour.
Location: Toronto, ON | Hybrid – 3 days in-office
Shifts: Monday-Friday 8:30am-5:00pm
Job type: 6-month contract | Full-time
Here’s why you should apply:
Hires fast, pays weekly.
4% vacation pay paid out on each weekly pay cheque.
Medical and dental benefits once qualified.
Free training programs
New and quicker onboarding process
Responsibilities:
Managing institutional client accounts with a focus on defined contribution platforms.
Executing and reconciling securities and fund trades.
Performing trade order management and cash management duties.
Collaborating with capital markets teams on capital calls and funding activities.
Supporting trade processing, quality assurance, and user acceptance testing (UAT).
Utilizing Charles River Investment Management System (CRIMS) to track investment operations.
Ensuring compliance and accuracy in all aspects of portfolio and cash operations.
Building Excel-based tools/macros to support reporting and analysis.
Requirements:
Must be legally eligible to work and reside in Canada.
5+ years of portfolio management or related investment operations experience.
Experience with institutional client accounts and defined contribution platforms.
Proficiency in Microsoft Excel (including Macros) and other Office tools.
Familiarity with Charles River or similar portfolio management systems (asset).
Strong understanding of mutual/pooled funds, stocks, bonds, and the investment industry.
Excellent communication, organizational, and problem-solving skills.
Previous exposure to cash management, trade processing, and UAT environments.
Apply now to this Investment Management Analyst job in Toronto, ON for immediate employment consideration. Our dynamic team of recruiters will reach out if you qualify for this role.
To find out more about Adecco Perks and what we can do for you please visit the link here: https://www.adecco.com/en-ca/job-seekers/benefits
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