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 #LI-Hybrid

The associate will support investment decision-making through recurring portfolio analysis, risk management, and performance reporting. They are also responsible for managing trading support infrastructure, trade settlements, and assisting with security diligence and asset allocation tasks.

Candidates should have 0-4 years of experience in a middle office role supporting portfolio management or trade floors. A bachelor's degree in Finance or a related field is required, with preference given to those pursuing a CFA designation.

• CommunicationPreferred
• Microsoft OfficePreferred

Identified from the job description. Confirm important requirements above.

• Portfolio operations
• Portfolio analytics
• Performance attribution
• Trade settlement
• Compliance
• Risk management
• Financial markets
• Asset allocation
• Portfolio management
• Trading
• Microsoft Office
• Bloomberg
• Communication
• Organizational skills
• Interpersonal skills
• Collaboration
• Portfolio Construction
• Middle Office
• Portfolio Analysis
• Compliance Risk Management
• Artificial Intelligence
• Asset Allocation
• Automation
• Business Administration
• Management
• Investments
• Chartered Financial Analyst
• Decision Making
• Computer Literacy
• Finance
• Financial Market
• Settlement
• Interpersonal Communications
• Risk Management
• Operations
• Organizational Communications
• Performance Attribution
• Portfolio Management
• Presentations

• Finance & Accounting
• Management & Leadership
• Data & Analytics
• Investment Operations Associate
• Investment / Portfolio Analyst
• Financial Analysts
• Financial and Investment Analysts

Minimum education

Bachelor’s degree

Minimum experience

0+ years

Posting language

English

Working hours

40 hours per week