Job Description

Our client is a distinguished multinational investment management company, overseeing approximately $40 billion in assets under management across its expansive network of 10 global offices. They are currently seeking a driven and enthusiastic Investment Operations Associate to bolster their esteemed Client Services team located in Vancouver.

Roles & Responsibilities

1) Proactively communicate with institutional and retail clients and other stakeholders.

• Provide comprehensive information about the funds.
• Participate in client onboarding processes, ensuring compliance with Know-Your-Client/Anti-Money Laundering regulations.
• Maintain accurate client databases and activity records.

2) Cultivate strong relationships and collaborate closely with global client service teams, operations units, and business entities.

• Ensure exceptional service delivery to clients.

3) Take ownership of critical responsibilities throughout the transaction cycle of the funds.

• Verify client transactions thoroughly.
• Validate sensitive client information.

4) Drive impactful projects and initiatives aimed at enhancing efficiency and introducing innovative solutions.

• Collaborate with the dedicated technology team to implement improvements.

Seeking a candidate with:

• Excellent communication skills: Ability to articulate clearly and empathetically with clients.
• Strong analytical and problem-solving abilities: Capable of independent critical thinking.
• Outstanding interpersonal skills: Works well in teams and builds strong relationships with stakeholders.
• Meticulous attention to detail: Maintains high accuracy in all tasks.
• Proactive and initiative-driven mindset: Views challenges as opportunities for positive change.
• Unwavering integrity and confidentiality: Adheres to high ethical standards and respects sensitive information.
• Effective time management: Handles multiple tasks and prioritizes deliverables efficiently.
• Qualifications & Experience:

Bachelor's degree with a strong academic record.

• 1-3 years of professional experience, including internships or co-op placements, demonstrating success and progression.
• Preferred: Interest in the investment industry, enrollment in or completion of the CFA or CPA program (advantageous but not mandatory).

What is offered:

• Opportunity to start and grow your career with a leading company
• Competitive compensation (Base and Bonus & Benefits)
• Amazing training and continuous learning programs
• Work-life balance & flexibility: Hybrid working schedules

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