Investment Operations Analyst at Northern Trust

Toronto, Ontario, Canada

Apply Now

Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Graduate (preferably MBA or equivalent)
At least 2 Years of experience in financial servicing/accounting field with client servicing background
Analytical skills to resolve and research enquiries and issues
Proven understanding of the trading and settlement life cycle
Hands on working knowledge of MS-Excel preferred
Good Process and procedure development skills
Good knowledge and understanding on investment reports and market questionnaire
Good interpersonal skills with the ability to establish credibility and foster excellent working relationships with internal and external partners
Ability to adapt quickly to change
Attention to detail and commitment to deadlines

Responsibilities

Coordinates the account administration for investment management clients
Receives service requests from clients and partners, executes daily client activity, oversees transaction processing, handles inquiry resolution, obtains appropriate documentation, and ensure systems information is up to date
Oversees development of appropriate action plans for client activities and ensures execution and follow up
Ensures accurate set up of fees
Monitors operations and accounting activities to ensure that all necessary reports, documents, and action items are processed to facilitate implementation of client servicing plan
Actively collaborate and work with extended team outside of the Business unit
Initiate and support pragmatic innovation within the local business area and advocate to integrate the business into global standards and specifications

Skills

Key technologies and capabilities for this role

Analytical skillsTrading and settlement life cycleMS-ExcelProcess developmentInterpersonal skillsProblem-solving

Questions & Answers

Common questions about this position

What experience is required for the Investment Operations Analyst role?

At least 2 years of experience in financial servicing/accounting field with client servicing background is required.

What key skills are needed for this position?

Key skills include analytical skills to resolve enquiries, proven understanding of the trading and settlement life cycle, hands-on working knowledge of MS-Excel, good process and procedure development skills, and good interpersonal skills.

What is the educational requirement for this role?

A Graduate degree, preferably MBA or equivalent, is required.

What is the company culture like at Northern Trust?

Northern Trust offers a flexible and collaborative work culture where movement within the organization is encouraged, senior leaders are accessible, and employees can take pride in working for a company committed to assisting communities.

What makes a strong candidate for this Investment Operations Analyst position?

Strong candidates will have at least 2 years of experience in financial servicing with client servicing background, a graduate degree preferably MBA, analytical skills, knowledge of trading and settlement life cycle, MS-Excel proficiency, and excellent interpersonal skills to collaborate globally.