Top Benefits
About the role
Description
Aligned Capital Partners Inc. is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time IFM Associate to join the IFM team in Toronto Position Overview In this dynamic role, the successful candidate will be exposed, and provide service, to many functional areas of the dealer’s front, middle and back-office operations. Key responsibilities include supporting the fund operations team with audit, money moves, pricing reviews in addition to other day-to-day duties as assigned and manage Dealer relationships. Reporting directly to our Director of Investment Funds Management (IFM), the successful candidate will assist in the development of the IFM and UMA (Unified Managed Account) platform and act as a liaison with third party service providers and Aligned Capital Partner advisors and portfolio managers. What You Will Do • Manage money moves related to fund custody accounts • Handle trade cancellations, corrections and backdates • Review and reconcile daily, weekly, and monthly fund prices provided by our third-party fund administrator • Assist with quarterly compliance reporting and reviews • Manage fund audits and regulatory filings for IIROC and the OSC • Acquire a thorough understanding of the many functional areas of Dealer operations, with the goal of being an active member in evolving internal platforms • Provide reporting to various team members and functional units within the organization • Liaise with third-party fund managers, service providers and internal teams, advisors, and portfolio managers • Own and action inquiries in a timely manner You Will Bring • 1-2 years of experience in the investment industry or related field • Proficiency in Excel • Excellent organization and communication skills • Initiative and the ability to work independently within an overarching team structure • Critical thinking and sound judgement • An open mind with a desire to learn and drive business results • Completion of the Canadian Securities Course (CSC) is an asset What We Bring We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you: • Competitive compensation • Recognition of your accomplishments • Communication and feedback • Investment in your training and development • Commitment to your health and well being Aligned Capital Partners Inc. is an equal opportunity employer. Please contact us at 905 639 5115 if you require any accommodation in order to fully participate in our recruitment process.
About CI Financial
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.
Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
You can find job postings for all CI Financial companies on this page.
And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.
Top Benefits
About the role
Description
Aligned Capital Partners Inc. is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time IFM Associate to join the IFM team in Toronto Position Overview In this dynamic role, the successful candidate will be exposed, and provide service, to many functional areas of the dealer’s front, middle and back-office operations. Key responsibilities include supporting the fund operations team with audit, money moves, pricing reviews in addition to other day-to-day duties as assigned and manage Dealer relationships. Reporting directly to our Director of Investment Funds Management (IFM), the successful candidate will assist in the development of the IFM and UMA (Unified Managed Account) platform and act as a liaison with third party service providers and Aligned Capital Partner advisors and portfolio managers. What You Will Do • Manage money moves related to fund custody accounts • Handle trade cancellations, corrections and backdates • Review and reconcile daily, weekly, and monthly fund prices provided by our third-party fund administrator • Assist with quarterly compliance reporting and reviews • Manage fund audits and regulatory filings for IIROC and the OSC • Acquire a thorough understanding of the many functional areas of Dealer operations, with the goal of being an active member in evolving internal platforms • Provide reporting to various team members and functional units within the organization • Liaise with third-party fund managers, service providers and internal teams, advisors, and portfolio managers • Own and action inquiries in a timely manner You Will Bring • 1-2 years of experience in the investment industry or related field • Proficiency in Excel • Excellent organization and communication skills • Initiative and the ability to work independently within an overarching team structure • Critical thinking and sound judgement • An open mind with a desire to learn and drive business results • Completion of the Canadian Securities Course (CSC) is an asset What We Bring We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you: • Competitive compensation • Recognition of your accomplishments • Communication and feedback • Investment in your training and development • Commitment to your health and well being Aligned Capital Partners Inc. is an equal opportunity employer. Please contact us at 905 639 5115 if you require any accommodation in order to fully participate in our recruitment process.
About CI Financial
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.
Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
You can find job postings for all CI Financial companies on this page.
And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.