Top Tech Jobs & Startup Jobs

Taxation Intern supporting partnership, trust, and corporate tax returns; financial reconciliations; quarterly tax provisions; tax payments; audits; tax research; and Excel-based calculations, models, and working papers. The role provides hands-on exposure to Canadian taxation, accounting, investments, and corporate operations while helping improve tax processes and meet filing deadlines.

Prepare and complete RFPs, RFIs, and DDQs for affiliated investment firms; draft and enhance proposal responses; maintain response databases and marketing-material consistency; support RFP reports and files; and update external investment and consultant databases. The role collaborates with subject matter experts across business areas and supports new-business efforts in a fast-paced institutional investment environment.

Provides operational and analytical support for marketing and sales operations. Responsibilities include maintaining CRM and marketing data quality, preparing reports, troubleshooting platforms, documenting processes, coordinating initiatives, optimizing marketing technologies and workflows, and supporting AI-enabled automation and user acceptance testing. The role collaborates with Marketing, Sales, Information Systems, and business stakeholders to improve efficiency and support decision-making.

Monitor pre- and post-trade portfolio compliance rules using Charles River, oversee beneficial ownership and disclosure reporting through FundApps, prepare compliance certificates and reports, resolve compliance questions with portfolio management, operations, and legal teams, improve procedures and controls, and lead compliance-related projects.

Maintain and validate performance, attribution, and risk analytics across systems; investigate data-quality exceptions; manage scheduled analytics processes; improve automation, scalability, and governance; identify and mitigate process risks; implement controls; and serve as an analytics expert and escalation point. The role requires strong quantitative problem-solving, communication, independent judgment, and familiarity with Python, SQL, automation platforms, and modern data platforms.

Leads the global Portfolio Compliance function, translating strategy into operations, overseeing pre- and post-trade monitoring through Charles River CRIMS, and managing shareholder disclosure programs through FundApps. The role directs compliance policies, controls, rule coding, reporting, projects, and continuous improvement across affiliates. It also manages three managers and ten staff across multiple locations, including coaching, performance management, talent planning, and stakeholder collaboration across investment management, legal, technology, and operations teams.

Lead stakeholder engagement, requirements definition, architecture, configuration, proof-of-concepts, and delivery of scalable Salesforce solutions. Translate business needs into implementation-ready designs, guide Agile execution, resolve complex solution and data issues, and establish Salesforce delivery standards. The role focuses on improving user experience, productivity, adoption, and business value within a regulated asset management environment.

Performs manual and automated software testing across enterprise systems, including functional, integration, regression, non-functional, UAT, and data validation testing. Develops test plans, cases, and automation scripts; manages defects; investigates production issues; assesses quality risks; and supports release readiness. Collaborates with developers, business analysts, stakeholders, and remote teams while contributing to QA process improvements and maintaining testing standards.

Manages institutional billing, prepares management fee invoices, produces assets-under-management reports, responds to portfolio data requests, supports operational automation projects, and securely communicates sensitive investment information. The role requires investment industry knowledge, financial software proficiency, advanced Excel skills, and strong analytical, communication, and collaboration abilities.

Performs investment performance calculations, attribution analysis, portfolio risk reporting, and analytics across public and private asset classes. Supports sales, marketing, RFPs, and DDQs; researches and maintains measurement methodologies; manages stakeholder relationships; troubleshoots analytical issues; improves processes; and establishes reporting for new products. Requires strong communication, analytical problem-solving, advanced Excel and Power BI skills, and investment management experience.