Senior Associate IC Investment Operations

Job summary

Provide operational support for investment activities, products, and services while ensuring accuracy and compliance with risk controls. Manage data, generate reports, and collaborate with stakeholders to resolve operational issues and improve processes.

Job details

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Associate IC Investment Operations based in Canada. This role provides operational support for investment activities, products, and services across a complex financial-services environment. You’ll help ensure transactions and operational processes are accurate, timely, compliant, and aligned with established risk controls. The position combines data management, reporting, problem-solving, stakeholder service, and process execution. You’ll work with internal and external partners to resolve issues, respond to requests, and maintain high service standards. As a senior team member, you may also support less experienced colleagues and contribute to process improvements. This is an opportunity to strengthen investment operations expertise while helping maintain reliable and well-controlled business outcomes. \n Accountabilities Provide operational support for investment functions, products, and services, ensuring activities are completed accurately and in accordance with established controls, procedures, and service-level agreements. Process service requests, transactions, inquiries, and other operational activities within defined timelines and quality standards. Collect, organize, validate, and format data to produce recurring and ad hoc reports, dashboards, and other business information. Verify and reconcile information and documentation to ensure accuracy, completeness, and consistency. Respond to internal and external stakeholder questions with accurate, timely, and informed guidance while maintaining strong service relationships. Identify, investigate, and analyze operational issues, resolving them promptly or escalating them through the appropriate channels when required. Analyze data and operational information to identify trends, provide insights, and recommend practical improvements. Support change initiatives involving new processes, systems, enhancements, and operational improvements, with a focus on effective implementation and ongoing maintenance. Collaborate with internal and external stakeholders to achieve business objectives and maintain effective service delivery. Develop and maintain a strong understanding of relevant regulatory requirements, operational risks, and controls to protect business and client interests. Support the creation and enhancement of operational tools, training materials, workflows, and procedures that improve consistency and business outcomes. Act as a resource for less experienced colleagues by helping troubleshoot complex requests, escalations, and operational challenges. Perform complex and varied tasks within established guidelines, exercising sound judgment when determining appropriate actions and escalation paths. Apply risk-informed decision-making practices to protect assets, maintain operational integrity, and comply with applicable policies, standards, procedures, laws, and regulations. Requirements Typically 2–3 years of relevant professional experience, combined with a post-secondary degree in a related field or an equivalent combination of education and experience. Good knowledge and understanding of relevant investment products, services, operational processes, systems, and controls. Familiarity with applicable business risks, regulatory requirements, and operational control frameworks. Strong proficiency with relevant technology and business tools, including Microsoft Word, Excel, and PowerPoint. Good analytical and problem-solving abilities, with the capacity to investigate issues, assess information, and determine effective next steps. Strong organizational and prioritization skills, with the ability to manage multiple requests, transactions, and deadlines effectively. Good verbal and written communication skills, with the ability to provide clear and professional information to a range of stakeholders. Strong collaboration and teamwork skills, with the ability to establish productive relationships across internal and external teams. Customer-service orientation and a commitment to delivering accurate, responsive, and consistent support. Ability to work independently within established guidelines while exercising sound judgment when handling complex or escalated matters. Attention to detail and a strong commitment to accuracy, completeness, documentation, and regulatory compliance. Ability to learn new systems, processes, and specialized operational knowledge quickly. Benefits Competitive base salary range of $40,500–$80,000 CAD, with actual compensation based on factors such as location, skills, experience, education, and qualifications. Potential eligibility for performance-based or discretionary bonuses and other rewards depending on the applicable compensation structure. Health insurance and comprehensive employee benefits. Accident and life insurance coverage. Retirement savings plans. Tuition reimbursement to support continued education and professional development. Training, coaching, leadership support, and networking opportunities to help expand your skills and career. Remote work opportunity in Ontario, Canada. Inclusive, equitable, and accessible workplace environment with accommodations available throughout the selection process. \n How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1

What you’ll do

Provide operational support for investment activities, products, and services while ensuring accuracy and compliance with risk controls. Manage data, generate reports, and collaborate with stakeholders to resolve operational issues and improve processes.

Requirements

Requires 2–3 years of relevant professional experience and a post-secondary degree in a related field. Candidates must possess strong analytical skills, proficiency in Microsoft Office tools, and a solid understanding of investment products and regulatory frameworks.

Benefits

• Health insurance • Accident insurance • Life insurance • Retirement savings plans • Tuition reimbursement • Training • Coaching • Leadership support • Networking opportunities • Remote work opportunity

Listed skills

• Teamwork · Preferred
• Problem solving · Preferred
• Regulatory Compliance · Preferred
• Microsoft Excel · Preferred
• Reporting · Preferred
• Microsoft Word · Preferred
• Communication Skills · Preferred
• data management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Investment operations
• Data management
• Reporting
• Problem-solving
• Stakeholder service
• Process execution
• Risk controls
• Reconciliation
• Regulatory compliance
• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• Analytical skills
• Organizational skills
• Communication skills
• Teamwork
• Ad Hoc Reporting
• General Data Protection Regulation (GDPR)
• Workflow Management
• Business Objectives
• Data Privacy
• Service Standards
• Microsoft Access
• Artificial Intelligence
• Dashboard
• Decision Making
• Customer Service
• Communication
• Regulatory Compliance
• Data Management
• Information Privacy
• Financial Services
• Leadership
• Problem Solving
• Operations
• Quality Management
• Coaching
• Service-Level Agreement
• Troubleshooting (Problem Solving)
• Process Improvement
• Collaboration
• Prioritization
• Detail Oriented
• Business Risk Management

Job areas

• Finance & Accounting
• Data & Analytics
• Administrative
• Investment Operations Associate
• Scheduler / Operations Coordinator
• Stock Clerks
• Production, Planning, and Expediting Clerks