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Operations Specialist in Calgary at Jones Graham Consultants Inc

Date Posted: 3/14/2018

Job Snapshot

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Job Description


Location: Calgary Alberta Canada

Operations Specialist

This is a one year contract position 

Primary Responsibilities:

  • Strong product, industry and technical knowledge in order to facilitate the transaction flows; ensure timely and accurate capturing, validation, monitoring, and resolution of exceptions
  • Troubleshoot and resolve complex queries (internal and external); anticipate and avoid potential issues
  • Research and analysis of trends with a view to reducing discrepancies and enhancing processes
  • Identify and resolve risks in operational processes; develop and implement controls to mitigate risk
  • Process and procedure documentation, review, and maintenance
  • Participate in projects at analysis and UAT stages as a subject matter expert
  • Normal working hours support the Toronto trading desk (eastern time zone)
  • Works closely with the Portfolio Management team to ensure the accuracy of client accounts

Education & Skills:

  • Bachelor’s Degree
  • 3 + years’ experience in a related Investment Management/Financial Services role
  • Excellent analytical, problem-solving and decision-making skills
  • High level of attention to detail and accuracy
  • Sound operational and compliance judgment; excellent awareness of risk environment
  • Able to multi-task and prioritize; experience managing expectations and delivery of services
  • Excellent verbal and written communication
  • Strong interpersonal skills; thrive in a team environment
  • Operational mindset focusing on process improvement
  • Excellent understanding of the trade lifecycle
  • Experience with Advent Portfolio Exchange (APX) and Charles River IMS is an advantage
  • Solid knowledge of MS Office, particularly Excel, as well as proficiency with web-based applications

Details Apply Now