Portfolio Administration Associate

 

Description:

  • Perform and review daily cash and asset reconciliations and for accuracy, consistency, and completeness
  • Investigate and resolve any cash and asset discrepancies with respective parties
  • Review daily reports from custodian and prime brokers for cash management, income, expenses, stock loans and margin requirements to update internal systems and report generation
  • Set up of security details on internal systems
  • Process and track corporate actions on internal systems
  • Assist with trade instruction process to external parties
  • Liaise with various parties including fund administrators, custodians, prime brokers, and internal departments
  • Provide support to other employees as required
  • Assist with additional projects and tasks as required

The Qualifications and Experience Required

  • University degree in accounting, finance or equivalent
  • Minimum 1-3 years of fund accounting experience
  • Strong analytical and problem-solving skills with ability to work independently as well as within a team environment and assume ownership of responsibilities
  • Ability to be involved at a detailed level and manage multiple priorities and deadlines
  • Excellent organizational and communication skills
  • Proficient with Excel, Word, and other MS office applications
  • High level of integrity in a professional environment
  • Desire to remain up to date with changes in the fund industry
  • Willingness to take on additional responsibilities as required
  • Hybrid working environment - Office is located in downtown Toronto (Must be within commuting distance of Toronto)

Organization Picton Mahoney Asset Management
Industry Management Jobs
Occupational Category Portfolio Administration Associate
Job Location Toronto,Canada
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Experienced Professional
Experience 3 Years
Posted at 2022-09-28 3:15 pm
Expires on Expired