A leading organization is seeking a Senior Investment Analyst to join its team. This role offers strong exposure to complex investment structures, cross-functional collaboration, and the opportunity to contribute to a growing and dynamic portfolio of private assets. It is well-suited for professionals with a strong background in investment operations and alternative asset servicing.About the Role Reporting into senior leadership, this position is responsible for overseeing operational support across the full lifecycle of private investments. You’ll partner with teams across the organization to ensure transactions are processed accurately, reporting is reliable, and operational processes continue to evolve alongside business growth.What You’ll DoManage and review reconciliations across various data points, identifying and resolving inconsistenciesCoordinate settlement activities and oversee key stages of the investment lifecycleSupport capital movements, including funding requirements and distribution processingWork with third-party providers to facilitate administrative and operational workflowsAssist in preparing data for internal and external reporting requirementsContribute to the setup and integration of new investments, including documentation reviewCollaborate with internal stakeholders to enhance workflows and drive process efficienciesTrack portfolio changes and ensure systems reflect accurate and up-to-date informationHandle information requests and produce custom reporting as neededParticipate in initiatives aimed at improving controls, documentation, and overall operationsWhat You Bring6+ years of experience in investment operations, middle office, or a related functionPost-secondary education in finance, accounting, economics, or a related fieldProfessional designation (CPA, CFA, or similar) is an assetFamiliarity with operational processes supporting complex or non-traditional investmentsExperience with transaction processing, reconciliations, and data validationStrong problem-solving ability with a high level of attention to detailComfortable managing competing priorities in a dynamic settingEffective communicator with the ability to work across different teamsSelf-starter who takes ownership of work and contributes to team successDemonstrates sound judgment, professionalism, and respect for confidentialityWhy Join This is an opportunity to join a high-performing, collaborative team within a growing organization. The role offers exposure to complex investment strategies, opportunities to lead impactful projects, and a platform for long-term career development in a fast-paced and evolving environment.#J-18808-Ljbffr
Senior Investment Analyst
KASSEN RECRUITMENT
toronto, toronto
Published 21 days ago
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