iA Private Wealth

Senior Analyst

iA Private Wealth(26 days ago)

HybridFull TimeSenior$104,925 - $142,006 (estimated)Fund Operations
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About this role

The Senior Fund Operations Analyst at iA Financial Group is a senior member of the IAGAM operations team reporting to the Director of Fund Operations. The role centers on oversight of fund-related processes for mutual and segregated funds, including ensuring accuracy of financial data and reporting. It requires strong knowledge of financial markets, accounting processes, investment products, and applicable regulations.

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Required Skills

  • NAV Calculation
  • Fund Accounting
  • Financial Reporting
  • Data Validation
  • Regulatory Awareness
  • Communication
  • Analytical Skills
  • Vendor Management
  • Multitasking
  • Detail Orientation

Qualifications

  • Bachelor's Degree in Finance, Economics or Accounting
  • CPA (Asset)
iA Private Wealth

About iA Private Wealth

iaprivatewealth.ca

iA Private Wealth – Holistic wealth management tailored for Canadians. Retirement, tax, estate and investment planning with trusted advisors by your side.

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