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Job Description
Structured overview of role & requirementsAbout This Role
Manage daily operational deliverables related to positions, trades, and cash within client service agreements.
Evaluate cash flows, financing, and risks for investment products including derivatives, debt, and private equity.
Analyze, investigate, and resolve operational issues; prepare reports on portfolio and cash risk; support client conversions and migrations.
Minimum Requirements
Bachelor’s Degree from an accredited college or university.
3-5 years of financial services experience with exposure to Loans Operations and Hedge Fund industry.
Product knowledge of derivatives, bank debts, and fixed income products.
Professional Accounting/Finance designation (CFA, CPA) considered an asset.
Ideal Candidate Profile
Experience working in financial services with specific focus on loans operations and hedge funds suggests strong domain knowledge.
Ability to analyze complex investment products and risks indicates strategic analytical skills.
Experience coaching junior staff and managing stakeholder relationships signals operational leadership and cross-team collaboration ability.