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Reposted 18 Days AgoSaved
In-Office
Montréal, QC, CAN
Expert/Leader
Expert/Leader
Financial Services
Support Total Portfolio Solutions distribution by developing client-ready materials, responding to RFPs and time-sensitive requests, engaging clients and intermediaries, translating complex multi-asset and private markets capabilities into clear messaging, monitoring industry trends, and improving commercial responsiveness to drive business development and client retention.
20 Days AgoSaved
In-Office
Boston, MA, USA
Senior level
Senior level
Financial Services
Manage relationships with institutional investors for the Real Estate Private Debt business. Support fundraising, prepare pitch materials, RFPs/DDQs, and investor reporting. Maintain CRM and investor databases, coordinate LP meetings and onboarding, liaise across investment, finance, legal, operations, and marketing teams, and ensure timely, accurate communications and reporting.
Top Skills: Crm SystemsData Visualization/Reporting ToolsEvestmentExcelMS OfficePowerPointSalesforce
Reposted 21 Days AgoSaved
In-Office
Toronto, ON, CAN
Internship
Internship
Financial Services
4-month Indigenous-focused internship supporting Private Wealth Investment Counsellors. Assist with client servicing, portfolio documentation, CRM updates, client materials, cross-team liaison, research, and ad-hoc projects while learning portfolio management, compliance, and client service processes.
Top Skills: CRMExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Reposted 21 Days AgoSaved
In-Office
Montréal, QC, CAN
Junior
Junior
Financial Services
The Associate supports private wealth clients by providing high-quality client service, assisting in portfolio management, and performing administrative tasks. Responsibilities include client onboarding, maintaining accounts, executing transactions, and supporting Investment Counsellors.
Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordSalesforce
24 Days AgoSaved
In-Office
Montréal, QC, CAN
Junior
Junior
Financial Services
Support end-to-end trading and unitholder recordkeeping for Canadian pooled funds: manage account setups, trade flows, reconciliations, cash movements, custodian and recordkeeper interactions, respond to inquiries, and drive process improvements and controls.
Top Skills: FundservMS OfficePower AutomatePythonSQL
27 Days AgoSaved
In-Office
2 Locations
110K-130K Annually
Senior level
110K-130K Annually
Senior level
Financial Services
Lead a team managing IBOR cash, transaction, and position reconciliations across asset classes. Ensure accurate cash projections, resolve reconciliation exceptions, oversee vendors, support audits, drive operational improvements, and partner with investment, distribution, and risk teams.
Top Skills: BloombergCustodian PortalsData-Visualization ToolsEagle AccountingEagle PaceGresham Reconciliation SolutionsExcelOperational ReportingSs&C Pacer
Reposted 27 Days AgoSaved
In-Office
Halifax, NS, CAN
88K-108K Annually
Senior level
88K-108K Annually
Senior level
Financial Services
Support end-to-end financial reporting and fund accounting for institutional real estate funds: prepare financial statements and client reports, perform month/quarter close, reconciliations, cash management, audit coordination, variance analysis, administrator oversight, process improvements, and mentor colleagues to ensure accurate, timely, and compliant financial outputs.
Top Skills: ExcelYardi
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