Job Title: Investment Implementation Services Specialist Location: Toronto Hybrid 3 days a week Wednesday Duration: 18 months
Additional Details:
Some Industry knowledge 1-2 years' experience Internal Client Facing Onboarding or manager events
Working directly with team members for tasks that need to be allocated What deliverables are required that day
Team environment Will not be doing the same tasks everyday
Can work individually and with a team Changes with a given vendor Reconciliation (Monthly and Daily)
Good Time Management Skills Prioritize items
Client Service
Account Manager Industry
Advanced Excel - Formulate formulas using large spreadsheets. Familiar with Charles River is a nice to have Outlook
Soft Skill requirements (team fit/personality requirements) Good Communication Critical Thinking skills (Problem Solver) Excellent Attention-to-Detail
Description: Mercer Global investments Canada Limited (Delegated Solutions) is a portfolio and investment fund manager that runs a global multi-manager business and is looking for a client onboarding specialist. Delegated Solutions specializes in developing and managing multi-manager product solutions for clients across a range of asset classes and risk profiles The Client Onboarding Specialist will work with the Head of Client Implementation on the transition and onboarding activities related to client assets of defined benefit plans, defined contribution plans, endowment and foundations and non-profit organizations. The successful candidate will be proficient in the securities industry practices and have experience working with custodians, investment managers, transition managers, insurance companies and transfer agents. The successful candidate will work with the investment team on the onboarding process.
Reporting to the Head of Client Implementation for Canada, responsibilities will focus on client onboarding and implementation . The role will include but is not limited to: • On-going maintenance and documentation of the onboarding process to allow for efficiency, risk review and continuous improvement. This requires proficiency in: o Transition management o Securities settlement o Fund settlement o Alternative investment transactions including capital calls and hedge funds. • Transition and implementation related to new client on-boarding • Implementation of new products including: o Planning and approval o Documentation of trust agreements and offering materials o Set up of transfer agent, custody and trustee o Execution of fund launch • Implementation of third party managers including: o Documentation o Set up with client custodian and manager o Execution of initial trading • Implementation of Sub-advisor changes including o Documentation o Coordination of set up with custodian and sub-advisor o Transition • Maintenance of client information and delivery of services including: o Plan mergers and dismantling of Master Trusts o Plan name changes o Client billing o Client documentation
Qualifications: • Undergraduate degree in relevant finance, economics or related discipline • 5+ years Portfolio Manager experience with focus on institutional client account maintenance, defined contribution platforms and trade order management experience (securities and funds) • Mutual/Pooled Fund experience would be an asset • Outstanding technical, analytical and problem solving skills; Microsoft Office competence with a strong emphasis in Excel including Macro proficiency • Strong organizational skills • Ability to manage multiple priorities and work with minimal supervision • Excellent interpersonal and project management skills with a strong attention to detail • Strong verbal and written communication skills a must
Strong Assets: • Previous cash management experience • Trade processing experience • Charles River Investment Solutions experience • Quality assurance / User acceptance testing experience • Intermediate to advanced Microsoft excel skills
About Us: Established in 2004, SPECTRAFORCE® is one of the largest and fastest-growing diversity-owned staffing firms in the US. The growth of our company is a direct result of our global client service delivery model that is powered by our state-of-the-art A.I. proprietary talent acquisition platform, robust ISO 9001:2015/ISO 27001 certified processes, and strong and passionate client engaged teams. We have built our business by providing talent and project-based solutions, including Contingent, Permanent, and Statement of Work (SOW) services to over 140 clients in the US, Canada, Puerto Rico, Costa Rica, and India. Key industries that we service include Technology, Financial Services, Life Sciences, Healthcare, Telecom, Retail, Utilities and Transportation. SPECTRAFORCE is built on a concept of “human connection,” defined by our branding attitude of NEWJOBPHORIA®, which is the excitement of bringing joy and freedom to the work lifestyle so our people and clients can reach their highest potential. Learn more at: http://www.spectraforce.com
Benefits: SPECTRAFORCE offers a Group Registered Retirement Savings Plan (RRSP) Program to all eligible employees. Additionally, our employee discount program provides exclusive access to thousands of discounts on travel, entertainment, and more. SPECTRAFORCE offers unpaid leave as well as paid sick leave, paid holidays, and paid vacation as required by law.
Equal Opportunity Employer: SPECTRAFORCE is an equal opportunity employer and does not discriminate against any employee or applicant based on race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, genetic characteristics, disability, conviction for an offence for which a pardon has been granted or in respect of which a record suspension has been ordered, or any other prohibited grounds as identified by provincial or territorial law. Please contact Human Resources at LOA@spectraforce.com if you require reasonable accommodation.
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $30.00/hr.
