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Investment Operations Associate Jobs in Ontario (NOW HIRING)

We are seeking a highly motivated and detail-oriented Financial Operations Associate to join our ... Experience in wealth management, investment operations, or dealer operations. * Familiarity with ...

We're hiring a Business Operations Associate to join our core team and work directly with the ... Translate product and market learnings into clear narratives for investors, partners, and internal ...

... investment readiness programmes that empower entrepreneurs. Our track record includes ... The Community Operations Associate plays a key role in bringing this to life day-to-day. This is a ...

Associate, Operations Excellence

Toronto, ON · On-site

CA$62K - CA$72K/yr

We are a leading global real estate investor, developer and manager. We combine our capital with ... The Associate, Operations Excellence is the central point of coordination that keeps our ...

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Investment Operations Associate information

What is an investment operations associate?

An Investment Operations Associate supports the daily operational processes of an investment firm, ensuring trades, settlements, and reconciliations run smoothly. They work closely with portfolio managers, traders, and custodians to manage financial transactions, mitigate risks, and maintain accurate records. This role requires strong analytical skills, attention to detail, and knowledge of financial instruments. It is essential for maintaining the efficiency and integrity of investment operations.

What are the typical daily responsibilities of an investment operations associate?

As an Investment Operations Associate, your typical day involves processing trade settlements, reconciling investment accounts, maintaining transaction records, and ensuring operational compliance with regulatory requirements. You may also coordinate with portfolio managers, custodians, and third-party vendors to resolve discrepancies or execute instructions. Attention to detail and the ability to juggle multiple tasks are essential, as you’ll often manage time-sensitive processes. This role provides valuable exposure to the inner workings of investment management and can serve as a strong foundation for future advancement in finance or operations.

What are the key skills and qualifications needed to thrive in the investment operations associate position, and why are they important?

To thrive as an Investment Operations Associate, you need strong analytical skills, attention to detail, and a foundational understanding of financial markets or investment management, typically supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with portfolio management systems, trade settlement software, and Excel, as well as certifications like CFA Level I, can be advantageous. Effective communication, organizational abilities, and problem-solving skills help individuals excel within cross-functional teams. These capabilities are crucial for ensuring the accuracy, efficiency, and compliance of daily investment operations in a fast-paced environment.

What are the most commonly searched types of Investment Operations jobs in Ontario?

The most popular types of Investment Operations jobs in Ontario are:

What are popular job titles related to Investment Operations Associate jobs in Ontario?

For Investment Operations Associate jobs in Ontario, the most frequently searched job titles are:

What cities in Ontario are hiring for Investment Operations Associate jobs?

Cities in Ontario with the most Investment Operations Associate job openings:

Infographic showing various Investment Operations Associate job openings in Ontario as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Investment Operations and Business Management - Associate

Trisura Group

Toronto, ON • On-site

$60 - $100/hr

Other

Posted 3 days ago

New


Job description

Investment Operations and Business Management - Associate

333 Bay St., Toronto, ON M5H 2R2, Canada

Job Description

Posted Thursday, August 13, 2026 at 5:00 AM

TRISURA GROUP LTD

We are currently seeking a qualified individual for the following opportunity in our Toronto office.

Investment Operations and Business Management - Associate

Team: Investments

Reporting to: SVP, Investments

Description: Support critical investment-related decision making and execution through timely reporting and thoughtful analysis.

As an integral member of the team, you will bring

  • Experience with portfolio operations, portfolio analytics, performance attribution, trade settlement, compliance, risk management, etc.
  • Interest in financial markets, asset allocation, portfolio management and trading.
  • Demonstrated ability to effectively manage multiple priorities.
  • Strong computer skills; including extensive experience with Microsoft Office.
  • Familiarity with Bloomberg.
  • Demonstrated ability to collaborate cross-functionally across teams/vendors/counterparties.
  • Excellent organizational, communication and interpersonal skills.
  • Proven ability to work within a team environment.
  • Proven ability to organize and complete work within tight deadlines.

Responsibilities

  • Prepare and communicate recurring portfolio analysis/reporting, including exposure, risk management, transactions, performance, etc.
  • Manage trade settlement.
  • Assist in preparation of internal and external presentations.
  • Contribute to macro, asset class and security specific commentary.
  • Assist investment team in discrete tasks related to asset allocation, security diligence and trading and portfolio construction.

Qualifications

  • 0-4 years of experience in a middle office role supporting portfolio management/trade floor (ie. portfolio analytics, performance attribution, trade settlement, compliance, etc.)
  • Bachelor/BBA/BCom or related degree program with Finance concentration.
  • Experience with coding languages is an asset.
  • Experience with AI/automation is an asset.
  • CFA degree or progress towards the designation is an asset.

Location:

  • Downtown Toronto
  • The expected salary in this position is within the range of $60,000 - $100,000

This salary range reflects the expected base compensation for the role across Canada. Actual compensation will be determined based on factors such as experience, qualifications, and scope of responsibilities. Trisura Group provides this range in good faith in accordance with applicable legislation.

This position is for an existing, currently vacant position.

We thank all candidates for their interest; however, only those selected for an interview will be contacted.

333 Bay St., Toronto, ON M5H 2R2, Canada

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