Analyst, Product Transitions

Role Overview

Workplace

• The offices operate on a hybrid model, with a combination of in-office and remote working days throughout the week.

What You Will Do

• Coordinate onboarding and relationship management for custodians, prime brokers, and trading counterparties, including KYC/AML, account opening, legal agreements, and operational setup.
• Serve as the primary liaison between internal stakeholders and external counterparties.
• Analyze operational and portfolio management requirements and work with internal teams to set up new funds.
• Participate in product and operational meetings and provide updates on onboarding progress and counterparty developments.
• Use Smartsheet, SharePoint, and S&P Global Counterparty Manager for project tracking, reporting, and deliverable coordination.
• Maintain onboarding tools, project plans, and documentation.

What You Bring

• At least 3 years of experience in investment operations, finance, or banking.
• Experience with investment products and knowledge of financial markets and funds are preferred.
• Bring a collaborative, team-oriented approach and build relationships with internal and external stakeholders.
• Communicate succinctly in writing and verbally, express opinions confidently, and make decisions.
• Solve problems analytically, make sound decisions under pressure, and manage multiple tasks and projects.
• Stay on track with deliverables, set priorities, meet deadlines, and demonstrate strong attention to detail.
• Be dependable, take ownership, and figure out solutions independently.

Compensation

• The expected base salary range is CAD 61,000–CAD 92,000; actual starting salary may vary based on relevant experience, skills, qualifications, and internal equity.

What We Offer

• The employer describes collaborative, inclusive, flexible work practices and opportunities for community involvement and volunteering.
• Development support includes meaningful work, continuous learning budgets, paid study days, and support for professional designations.
• Compensation and benefits include retirement savings support, wellness credits, enhanced parental leave, and health benefits.