Investment Operations and Business Management - Associate

TRISURA GROUP LTD We are currently seeking a qualified individual for the following opportunity in our Toronto office. Investment Operations and Business Management – Associate Team: Investments Reporting to: SVP, Investments Description: Support critical investment-related decision making and execution through timely reporting and thoughtful analysis. As an integral member of the team, you will bring Experience with portfolio operations, portfolio analytics, performance attribution, trade settlement, compliance, risk management, etc. Interest in financial markets, asset allocation, portfolio management and trading. Demonstrated ability to effectively manage multiple priorities. Strong computer skills; including extensive experience with Microsoft Office. Familiarity with Bloomberg. Demonstrated ability to collaborate cross-functionally across teams/vendors/counterparties. Excellent organizational, communication and interpersonal skills. Proven ability to work within a team environment. Proven ability to organize and complete work within tight deadlines. Responsibilities Prepare and communicate recurring portfolio analysis/reporting, including exposure, risk management, transactions, performance, etc. Manage trading support infrastructure – exposure, compliance, available cash, etc. Manage trade settlement. Assist in preparation of internal and external presentations. Contribute to macro, asset class and security specific commentary. Assist investment team in discrete tasks related to asset allocation, security diligence, trading and portfolio construction. Qualifications 0-4 years of experience in a middle office role supporting portfolio management/trade floor (ie. portfolio analytics, performance attribution, trade settlement, compliance, etc.) Bachelor/BBA/BCom or related degree program with Finance concentration. Experience with coding languages is an asset. Experience with AI/automation is an asset. CFA degree or progress towards the designation is an asset. Location: Downtown Toronto Salary The expected salary in this position is within the range of $60,000 - $100,000 This salary range reflects the expected base compensation for the role across Canada. Actual compensation will be determined based on factors such as experience, qualifications, and scope of responsibilities. Trisura Group provides this range in good faith in accordance with applicable legislation. This position is for an existing, currently vacant position. We thank all candidates for their interest; however, only those selected for an interview will be contacted. www.trisuragroup.com

The role involves preparing recurring portfolio analysis and reporting on risk, exposure, and performance. Additionally, the associate manages trading support infrastructure and trade settlements while assisting the investment team with security diligence and asset allocation.

Candidates need 0-4 years of middle office experience supporting portfolio management and a bachelor's degree in Finance or a related field. Proficiency in Bloomberg and Microsoft Office is required, while coding skills and a CFA designation are considered assets.

• Microsoft OfficePreferred

Identified from the job description. Confirm important requirements above.

• Portfolio Operations
• Portfolio Analytics
• Performance Attribution
• Trade Settlement
• Compliance
• Risk Management
• Asset Allocation
• Portfolio Management
• Trading
• Microsoft Office
• Bloomberg
• Cross-functional Collaboration
• Financial Reporting
• Security Diligence
• Portfolio Construction

• Finance & Accounting
• Data & Analytics
• Management & Leadership

Minimum education

Bachelor’s degree

Minimum experience

2+ years

Apply by

Sep 13, 2026

Posting language

English

Working hours

40 hours per week

Seniority

Mid-Senior level

Application method

Direct apply is available