Investment Operations Associate -- 15 month contract
JC Clark Ltd.
JC Clark Ltd. is a Toronto-based independent Investment Management Firm that utilizes a value investing approach to manage capital on behalf of high-net-worth individuals and families as well as institutional investors and foundations.
Role:
This individual will work closely with sales, compliance, finance, and operations professionals. The ideal candidate for this position works well independently, thrives in a fast-paced environment, and can multi-task with ease when priorities change quickly. The candidate should be eager to learn and embrace new challenges. The candidate should possess a strong work ethic, professional communication, and organization skills. This role is a broad mandate which includes supporting the operations, compliance, and finance functions, including trading and marketing, in various aspects.
Key Tasks and Responsibilities:
The specific responsibilities of this role will include the following:
· Trading support activities including end of day trade processing and review of trade settlement issues
· Create and update marketing materials including presentations
· Assist with organizing client events and lunches
· Assistance with creating client communications and documents
· Review and oversight activities relating to the JC Clark Investment Funds
· Operational, finance and compliance support activities
Desired Skills and Experience:
· Post secondary education or equivalent experience
· Intermediate skill level in MSOffice (Word, PowerPoint, Excel, Outlook)
· Excellent organizational, interpersonal, verbal, and written skills
· Exposure to investment management or portfolio accounting system an asset
· Polished, professional presentation
· Experience in the finance/investment industry and with investment funds an asset
· Ability to take initiative, be accountable and work in a team oriented environment
Qualified applicants should submit a resume letter by e-mail to *****@jcclark.com. Only candidates selected for interviews will be contacted.
Location
200 Bay Street, Suite 510
