Investment Operations Analyst at Northern Trust

Toronto, Ontario, Canada

Northern Trust Logo
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

Analytical skills
Trading and settlement life cycle
MS-Excel
Process development
Interpersonal skills
Problem-solving

Northern Trust

About Northern Trust

N/AHeadquarters
N/AYear Founded
N/ACompany Stage

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