Investment Operations and Business Management - Associate
About this role
TRISURA GROUP LTD
We are currently seeking a qualified individual for the following opportunity in our Toronto office.
Investment Operations and Business Management – Associate
Team: Investments
Reporting to: SVP, Investments
Description: Support critical investment-related decision making and execution through timely reporting and thoughtful analysis.
As an integral member of the team, you will bring
- Experience with portfolio operations, portfolio analytics, performance attribution, trade settlement, compliance, risk management, etc.
- Interest in financial markets, asset allocation, portfolio management and trading.
- Demonstrated ability to effectively manage multiple priorities.
- Strong computer skills; including extensive experience with Microsoft Office.
- Familiarity with Bloomberg.
- Demonstrated ability to collaborate cross-functionally across teams/vendors/counterparties.
- Excellent organizational, communication and interpersonal skills.
- Proven ability to work within a team environment.
- Proven ability to organize and complete work within tight deadlines.
Responsibilities
- Prepare and communicate recurring portfolio analysis/reporting, including exposure, risk management, transactions, performance, etc.
- Manage trading support infrastructure – exposure, compliance, available cash, etc.
- Manage trade settlement.
- Assist in preparation of internal and external presentations.
- Contribute to macro, asset class and security specific commentary.
- Assist investment team in discrete tasks related to asset allocation, security diligence, trading and portfolio construction.
Qualifications
- 0-4 years of experience in a middle office role supporting portfolio management/trade floor (ie. portfolio analytics, performance attribution, trade settlement, compliance, etc.)
- Bachelor/BBA/BCom or related degree program with Finance concentration.
- Experience with coding languages is an asset.
- Experience with AI/automation is an asset.
- CFA degree or progress towards the designation is an asset.
Location:
- Downtown Toronto
Salary:
- The expected salary in this position is within the range of $60,000 - $100,000
This salary range reflects the expected base compensation for the role across Canada. Actual compensation will be determined based on factors such as experience, qualifications, and scope of responsibilities. Trisura Group provides this range in good faith in accordance with applicable legislation.
This position is for an existing, currently vacant position.
We thank all candidates for their interest; however, only those selected for an interview will be contacted.
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Company at a glance
In today’s rapidly changing business environment, you need an insurance company you can count on. A company with a depth of expertise, a commitment to extraordinary personal service, and a range of innovative products.
Trisura is a leading North American specialty insurer that provides a range of products and expertise within the Surety, Specialty Insurance, Structured Solutions and Warranty business lines of the market. At Trisura, we believe that insurance can be done better and strive to achieve this in all we do.
Trisura is rated A- (Excellent) by A.M. Best Company.
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