Senior Associate IC

Job title: Senior Associate IC

Company: Robertson & Company


Job description: Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.Introduction: Robertson is seeking a skilled Senior Associate IC to join our client.Contract Dates: 6 months
Pay Range: $42 to $47.87 per hour
Business Hours: Monday to Friday (Hybrid)Job Responsibilities:

• Act as a liaison between vendors and investment advisors
• Security maintenance and update for equities, fixed income and private companies
• Analyses data to perform day-to-day price variance reports for securities
• Designs, develops, and implements innovative analytical solutions to improve client reporting
• Produces regular reports as required
• Daily monitor and update of spots rates as per client requirements
• Gathers and formats data into regular and ad-hoc reports, and dashboards
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities
• May function as a problem-solving resource for more junior staff
• Organizes work information to ensure accuracy and completeness
• Executes routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements
• Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls
• Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests
• Follows documented policies and procedures to execute day-to-day transactions, activities, processes and meet all Service Level Agreements (SLAs)
• Monitor team mailboxes
• Monitoring the Missing Price Report, handling missing price inquiries, and correcting missed or incorrect prices
• Security & GAC set ups and Equity set ups for private placements

Experience & Qualification Requirements:

• Knowledge on vendor sources like Bloomberg, Eikon and Fundserv
• Knowledge on Capital market products (Equities, Derivatives and Fixed income securities)
• Intermediate to advanced Excel functionality

Personal Attributes:

• Excellent organizational, prioritization, time management skills
• Excellent verbal and written communication skills

****ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS****How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.Robertson & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Robertson is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.

Expected salary: $42 – 47.87 per hour

Location: Toronto, ON

Job date: Tue, 05 Nov 2024 07:54:06 GMT

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