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About the Role
A career as an associate within the National Bank's Fund Services team involves acting as a key partner to investment fund managers and supporting the provision of custody, fund administration, and ETF services. This role allows you to positively impact our clients and organization through your experience in investment fund operations, client relationship management, and operational issue resolution.
Responsibilities
- Act as the primary point of contact for the daily activities of an assigned portfolio of mutual fund and ETF clients, respond to operational requests, and coordinate follow-ups until resolution.
- Develop a thorough understanding of each client's funds, operational model, service agreements, key stakeholders, expectations, and recurring deliverables.
- Review operational incidents and recurring issues, document findings, contribute to root cause analysis and corrective action discussions, and escalate significant service issues as needed.
- Support fund events and client onboarding activities, including launches, conversions, mergers, identifier changes, operational requirements, and service provider setup.
- Prepare for and participate in client and service provider meetings, maintain issue logs, coordinate follow-up actions, and ensure their completion.
- Produce operational reports and metrics related to funds, assets, service activities, incidents, and outstanding actions, while accurately maintaining client, fund, and operational reference data.
Requirements
- Completed post-secondary education in business administration, finance, accounting, economics, or a related field.
- Four years of experience in investment fund operations, including custody, fund administration, ETF-related services, record-keeping, or a related financial services environment.
- Experience with mutual funds, ETFs, or fund services.
- Knowledge of operational risk management and control practices in a financial services environment.
- Proficiency in Microsoft Excel and collaboration tools.
- Experience analyzing operational issues using multiple data sources and the ability to clearly communicate findings.
Skills
- Communication
- Process optimization
- Teamwork
- Client focus
- Initiative
- Learning agility
- Resilience
Location
- Toronto
Work Type
- Hybrid
- Permanent
- Full-time
Experience Level
- Intermediate professional
Education Level
- Post-secondary education
Benefits
- Competitive compensation
- Flexible health and wellness program
- Flexible group insurance
- Generous retirement plan
- Share purchase plan
- Employee and family assistance program
- Preferred banking services
- Involvement in community initiatives
- Telemedicine service
- Virtual sleep improvement clinic
About the Company
- We are a human-sized bank that stands out for its boldness, entrepreneurial culture, and passion for people.
- Our core values of complicity, agility, and empowerment are our sources of inspiration.
- Inclusion is at the heart of our commitments.
- We aim to provide a barrier-free and accessible work environment for all employees.
- We offer numerous and varied opportunities for advancement and development to support your career path.
- We value inclusion in an environment where the expression of unique characteristics, visible and invisible, is valued.
- We welcome candidates from all backgrounds and want to know what you can add to our team.
Equal Opportunity
- We strive to provide accessibility measures during the recruitment process.
- If you require accommodation, do not hesitate to inform us during your initial exchanges with us.
- We welcome candidates from all backgrounds and would like to know what you can add to our team.