Analyst for Investment Operations Role

Elevate your finance career with Wellington-Altus as an Analyst in Investment Operations. Utilize your Excel expertise to enhance reporting and operational efficiency every day.
Wellington-Altus Financial Inc. is on the lookout for an Investment Operations Analyst. This role is centered around reconciliation, reporting, and process improvement. You will engage with cross-functional teams to propose changes and offer insights that drive efficiency while providing support to advisors on portfolio management.
Key Responsibilities:
• Resolve escalated queries and ensure smooth operations
• Oversee comprehensive reporting on account activities
• Ensure high data integrity through reconciliations
• Collaborate with internal and external partners
• Assist advisor teams with performance evaluations
Requirements:
• Bachelor’s degree in Business or related field
• 1-3 years in financial industry roles preferred
• Client-service facing experience is a plus
• Hi...