OverviewThe Investment Operations Analyst ensures all the client account information data across all back-office record-keeping systems are accurate. They will lead the team to handle all the ad hoc requests and resolve any trading/accounting record issues and ensure all the compliance rules are set up accurately in Bloomberg AIM.
Key ResponsibilitiesEnsure that all new accounts are set up correctly in back-office systems to facilitate trading, asset mix, reconciliation, compliance, and reporting.Monitor changes to existing portfolios and apply the changes to all back-office systems.Ensure that any trading restriction and portfolio holdings limitations are properly set up on the trading platform and maintain all restriction lists.Ensure corporate action process correctly across all applicable portfolios.Process daily/monthly/quarterly batch jobs.Monitor data flow/syncing process across various systems.Coordinate with data providers to resolve data discrepancies in a timely manner.Design ad-hoc reports for special requests from clients or internal requests.Maintain securities database, ensure that new securities are correctly setup and classified.Maintain Excel tables and macros to support back-office operations.Coordinate any export/import data files with database department to ensure accuracy.Make sure all the procedures are documented and maintained.Maintain Recon database and make sure all the reports are generated accurately in a timely manner.Liaise with Evare to ensure the files are loaded accurately and in a timely manner.Communicate with Evare and custodian to set up additional custodians to the transaction/holding files.Perform other reasonable, non-routine tasks as assigned.
Requirements Previous work experience with Bloomberg AIM is required.Previous experience with back-office software, preferably with SS&C Pacer, SSCNet, ReconAdvanced knowledge of Excel with the ability to read and write Macros is required.Solid understanding of the financial industry and back-office workflows including trading, investment guidelines for compliance setup in OMS, asset mix, and security models is required.Advanced knowledge of asset mix workflowStrong analytical and problem-solving skills.Quick learner with good aptitude for numbers.Team player with a positive attitude.
This posting is for a current vacancy on our Investment Operations team. To apply, sendyour resume to careers@beutelgoodman.com
If you require any accommodations during the recruitment process, please email us athr@beutelgoodman.com. A member of our HR team will reach out to you.
OverviewThe Investment Operations Analyst ensures all the client account information data across all back-office record-keeping systems are accurate. They will lead the team to handle all the ad hoc requests and resolve any trading/accounting record issues and ensure all the compliance rules are set up accurately in Bloomberg AIM.
Key ResponsibilitiesEnsure that all new accounts are set up correctly in back-office systems to facilitate trading, asset mix, reconciliation, compliance, and reporting.Monitor changes to existing portfolios and apply the changes to all back-office systems.Ensure that any trading restriction and portfolio holdings limitations are properly set up on the trading platform and maintain all restriction lists.Ensure corporate action process correctly across all applicable portfolios.Process daily/monthly/quarterly batch jobs.Monitor data flow/syncing process across various systems.Coordinate with data providers to resolve data discrepancies in a timely manner.Design ad-hoc reports for special requests from clients or internal requests.Maintain securities database, ensure that new securities are correctly setup and classified.Maintain Excel tables and macros to support back-office operations.Coordinate any export/import data files with database department to ensure accuracy.Make sure all the procedures are documented and maintained.Maintain Recon database and make sure all the reports are generated accurately in a timely manner.Liaise with Evare to ensure the files are loaded accurately and in a timely manner.Communicate with Evare and custodian to set up additional custodians to the transaction/holding files.Perform other reasonable, non-routine tasks as assigned.
Requirements Previous work experience with Bloomberg AIM is required.Previous experience with back-office software, preferably with SS&C Pacer, SSCNet, ReconAdvanced knowledge of Excel with the ability to read and write Macros is required.Solid understanding of the financial industry and back-office workflows including trading, investment guidelines for compliance setup in OMS, asset mix, and security models is required.Advanced knowledge of asset mix workflowStrong analytical and problem-solving skills.Quick learner with good aptitude for numbers.Team player with a positive attitude.
This posting is for a current vacancy on our Investment Operations team. To apply, sendyour resume to careers@beutelgoodman.com
If you require any accommodations during the recruitment process, please email us athr@beutelgoodman.com. A member of our HR team will reach out to you.
Beutel Goodman OverviewFounded in 1967, Beutel Goodman is a majority employee-owned investment firm managing approximately $50 billion in assets for institutional, private wealth and retail clients across equities and fixed income mandates. Our team is made up of smart, dynamic people who are passionate about investing and providing high levels of service while improving the financial wellbeing of our clients. Position OverviewAs a product specialist, you act as a bridge between the Canadian Equities investment team and the broader firm as well as our clients and partners. Acting as a subject-matter expert on the group’s products, your role is a key contributor to asset retention and gathering initiatives. We are looking for an experienced professional who brings positivity, passion, and a strong team-first attitude.You will serve as a subject-matter expert on the Canadian Equities team’s products to support the team and internal stakeholders. You will be responsible for analytics and messaging across the group’s products. You will contribute to the strategic roadmap for the group’s products and partner with Canadian equity investment professionals to help build and refine team infrastructure and processes.
Key ResponsibilitiesIndependently gather, analyze, and interpret information from multiple sources on the group’s products Summarize complex data and concepts into clear communications intended for both internal and external audiences, such as monthly and quarterly client commentariesCommunicate team’s views across a variety of deliverables (commentaries, white papers, review presentations, client inquiries, etc.)Partner with senior members to refine team processes, enhance workflows, and ultimately optimize the research and portfolio management functionSupport distribution channels by proactively providing analytics, key messaging, marketing support and responding to ad-hoc requestsContribute to product roadmap development for the Canadian equity franchise, with an emphasis on positioning, competitive landscape, pricing, and product innovation
Requirements 10+ years experience preferably in an institutional or product role with strong knowledge of investment portfolios and capital marketsUndergraduate degree in business/finance or related preferredCFA designation strongly preferredHigh proficiency in Microsoft Office (Excel with intermediate capabilities: vlookups, formulas, pivot tables, and graphs)Experience with investment platforms and analytics tools such as Bloomberg, Eikon, eVestment, MorningstarStrong written and verbal communication skills, and ability to work collaboratively across teamsStrong analytical thinking, problem-solving ability, and intellectual curiosityExcellent organizational, time-management and multitasking abilities, with the ability to pivot efficiently between prioritiesHigh attention to detail and consistency in materials provided to clients and internal stakeholders
This posting is for a current vacancy on our Canadian Equities team. To apply, send your resume to careers@beutelgoodman.com.
If you require any accommodations during the recruitment process, please email us at hr@beutelgoodman.com. A member of our HR team will reach out to you.
Beutel Goodman OverviewFounded in 1967, Beutel Goodman is a majority employee-owned investment firm managing approximately $50 billion in assets for institutional, private wealth and retail clients across equities and fixed income mandates. Our team is made up of smart, dynamic people who are passionate about investing and providing high levels of service while improving the financial wellbeing of our clients. Position OverviewAs a product specialist, you act as a bridge between the Canadian Equities investment team and the broader firm as well as our clients and partners. Acting as a subject-matter expert on the group’s products, your role is a key contributor to asset retention and gathering initiatives. We are looking for an experienced professional who brings positivity, passion, and a strong team-first attitude.You will serve as a subject-matter expert on the Canadian Equities team’s products to support the team and internal stakeholders. You will be responsible for analytics and messaging across the group’s products. You will contribute to the strategic roadmap for the group’s products and partner with Canadian equity investment professionals to help build and refine team infrastructure and processes.
Key ResponsibilitiesIndependently gather, analyze, and interpret information from multiple sources on the group’s products Summarize complex data and concepts into clear communications intended for both internal and external audiences, such as monthly and quarterly client commentariesCommunicate team’s views across a variety of deliverables (commentaries, white papers, review presentations, client inquiries, etc.)Partner with senior members to refine team processes, enhance workflows, and ultimately optimize the research and portfolio management functionSupport distribution channels by proactively providing analytics, key messaging, marketing support and responding to ad-hoc requestsContribute to product roadmap development for the Canadian equity franchise, with an emphasis on positioning, competitive landscape, pricing, and product innovation
Requirements 10+ years experience preferably in an institutional or product role with strong knowledge of investment portfolios and capital marketsUndergraduate degree in business/finance or related preferredCFA designation strongly preferredHigh proficiency in Microsoft Office (Excel with intermediate capabilities: vlookups, formulas, pivot tables, and graphs)Experience with investment platforms and analytics tools such as Bloomberg, Eikon, eVestment, MorningstarStrong written and verbal communication skills, and ability to work collaboratively across teamsStrong analytical thinking, problem-solving ability, and intellectual curiosityExcellent organizational, time-management and multitasking abilities, with the ability to pivot efficiently between prioritiesHigh attention to detail and consistency in materials provided to clients and internal stakeholders
This posting is for a current vacancy on our Canadian Equities team. To apply, send your resume to careers@beutelgoodman.com.
If you require any accommodations during the recruitment process, please email us at hr@beutelgoodman.com. A member of our HR team will reach out to you.
