The Opportunity
We are seeking a highly organized self-starter Senior Operations Associate to join our team. This position requires proficiency in aggregating data, measuring investment performance, streamlining operational processes, processing and completing client trades, reviewing internal Know-Your-Client (KYC) documentation and familiarity with alternative investments and multi-family offices. As a Senior Associate you will play a crucial role in ensuring the accuracy, efficiency, and integrity of our operations and reporting team. You will also be relied upon as a point of escalation and have some responsibility for team oversight.
Primary Responsibilities
- Build, maintain and improve performance reports and metrics based on aggregated financial data.
- The ability to build and break down analytics (MOIC, IRR, TWRR) and explain them to internal stakeholders is an added benefit.
- Prepare required documents for client trades, such as subscription agreements and redemption forms and process and monitor custodial account-openings and transactions.
- Regularly liaise with Consulting Team Members to coordinate client data, account set-up, onboarding and trade execution.
- Communicate and troubleshoot with Fund Managers on client transactions and KYC.
- Aggregate, reconcile, and verify financial data from various sources, including investment managers, custodians, brokers, and other relevant parties.
- Identify, develop and implement streamlined procedures and workflows to enhance efficiency, accuracy, and scalability, including centralizing performance reporting within the Operations department.
Key Attributes
- Proficiency with key operational and analytical tools, including Addepar, Salesforce, and Claude (or similar AI productivity platforms).
- Ability to quickly onboard to new technology and integrate tools into day-to-day workflows.
- Working knowledge of alternative investment structures — private equity, private credit, and venture capital — including fund lifecycle, capital calls, and LP/GP dynamics.
- Proven client service orientation – you get energy from helping people.
- High degree of accuracy, organization, timeliness, and strong detail orientation.
- Ability to prioritize and multi-task in a fast-paced work environment.
- Able to work well within a team environment and in a collaborative manner.
- Strong analytical and problem-solving abilities.
- Very strong process-orientation and ability to follow through on commitments.
- Can navigate complex issues and escalate as needed with a sense of urgency.
Qualifications
- Bachelor’s degree or relevant experience in finance, economics, business administration, accounting or a related field.
- Desire to pursue advanced degree or relevant certifications (e.g., CSC, CFA) beneficial.
- Minimum 3 years’ experience in a financial services organization.
- Excellent verbal and written communication skills, with fluency in English.
- Commitment to complete the Exempt Market Proficiency Exam or the Canadian Securities Course within 6 months of joining the firm.
- Demonstrated interest in the investment advisory or wealth management industry.
- Strong Microsoft Office fluency (Excel, Word, Teams).
Compensation
- Base salary range 80,000 – 90,000 CAD per annum
- Performance based bonus structure
- Comprehensive Health benefits
- Career advancement with demonstrated performance
- Retirement Plan
- Up to $1,000 per annum relevant continuing education expense reimbursement
- Wellness allowance up to $600 per annum.
- 3 weeks’ vacation per annum.
Prime Quadrant Corp is committed to fair and accessible employment practices, and we are committed to providing accommodations for persons with disabilities. If you require accommodations to apply for any job opportunities or require this posting in an additional format, please visit our LinkedIn job posting to apply. If you are contacted by Prime Quadrant Corp regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.