Portfolio Administrator (12 Month Contract)
Core
Provides accurate and timely back-office support for all investment products involved in end-to-end trade processing.
Role type
Portfolio Administrator
Builds
Trade execution and settlement for investment products
Domain
Wealth management / Financial services
Required skills
Data entry, Attention to detail, Analytical ability, Mathematical ability, Trade processing, Compliance support, Process improvement
Preferred skills
Post-secondary education in finance, 2+ years back-office experience in financial services
Technologies
Trade ticket systems
Responsibilities
Monitor custom programs for Portfolio Management recommendations, Input trades into trade ticket systems, Review Portfolio Manager recommendations for accuracy and timeliness, Identify issues and support corrective actions, Scan and update recommendation documents, Collaborate with Planning and Project teams, Stay abreast of industry trends to improve processes