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Wealth Operations Analyst I
TDWealth Operations Analyst I providing high-level service and professionalism to clients at TD Asset Management. Engaging in daily trade settlements and collaboration across the Operations team.
About the role
Key responsibilities & impact- Provide a high level of service and professionalism to internal clients
- Experience in an investment environment and understanding of basic accounting principles is preferred
- Daily trade settlements across various asset types
- Liaise between trading, broker/dealer, custody, fund accounting to facilitate investigation and resolution of settlement issues
- Support and back up across the Operations team
Requirements
What you’ll need- Knowledge of products and processes used in the institutional investment industry
- Strong analytical, logical and organizational skills
- Ability to work in a fast-paced environment with deadline driven tasks
- Strong attention to detail
- Advanced computer skills - Excel is a must
- Ability to work independently but possess the ability to work effectively within a group with a team focus
- Commitment to change and ongoing development
- Enrolment in CFA program would be an asset
Benefits
Comp & perks- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development and recognition programs
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
accounting principlestrade settlementsanalytical skillsorganizational skillsattention to detailadvanced computer skillsExcel
Soft Skills
professionalismability to work independentlyteam focuscommitment to changeongoing development
Certifications
CFA program