Maintain and update portfolio management system data and settings
Assist with the creation, review, and maintenance of account linkages to the custody system
Monitor the platform for data issues, missing information, or inconsistencies and investigate/resolve them
Support ongoing maintenance of households and investment groups
Identify and escalate issues related to security data, account holdings, or trading restrictions
Assist with the testing of new functionality, enhancements, and system upgrades
Maintain procedural documentation and training materials for the platform
Help prepare screenshots, reference guides, and step-by-step instructions for portfolio managers and support staff
Respond to day-to-day questions from portfolio managers and internal users regarding platform functionality
Participate in special projects related to process improvement, workflow design, and operational efficiency

1–3 years of experience in operations, portfolio administration, wealth management, or a related analytical role
Strong interest in portfolio management, investment operations, and financial markets
Detail-oriented and highly organized, with the ability to manage multiple priorities
Strong analytical and problem-solving skills
Comfortable working with large amounts of data and identifying inconsistencies
Strong Excel skills; experience with formulas, pivot tables, lookups, and data validation
Experience with portfolio management or trading systems is an asset
Strong written and verbal communication skills
Ability to create clear documentation and explain processes to others
Self-starter who is comfortable working independently but also enjoys supporting a broader team

health, dental, mental health, vision, short
and long-term disability, life and AD&D insurance coverage
adoption/surrogacy and wellness benefits
employee/family assistance plans
various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
financial education and counseling resources
generous paid time off program including holidays, vacation, personal, and sick days
full range of statutory leaves of absence

Analyst, Portfolio Management

Key skills