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Investment Operations Associate Jobs in Ontario (NOW HIRING)

M&A Associate

Toronto, ON

CA$100K - CA$140K/yr

The Associate will take on critical functions within the deal origination, diligence, and ... and operational diligence; drafting investment memorandums for board approval; and crafting ...

Summary: Reporting to the Vice President - Investor Services, the Senior Associate will be an ... Serve as daily client operational contact for investor servicing and maintain good relationship ...

Summary: Reporting to the Vice President - Investor Services, the Senior Associate will be an ... Serve as daily client operational contact for investor servicing and maintain good relationship ...

Build strong partnerships across Product, Investment Management, Sales, Marketing, Operations, and other business units. * Coach and mentor Associate Product Managers by strengthening their product ...

This could include lending, borrowing, investing or commercial lending needs. At CIBC we enable the ... Operational Excellence - Respond to incoming telephone calls and clients requests to process wires ...

This could include lending, borrowing, investing or commercial lending needs. At CIBC we enable the ... Operational Excellence - Respond to incoming telephone calls and clients requests to process wires ...

New

This could include lending, borrowing, investing or commercial lending needs. At CIBC we enable the ... Operational Excellence - Respond to incoming telephone calls and clients requests to process wires ...

This could include lending, borrowing, investing or commercial lending needs. At CIBC we enable the ... Operational Excellence - Respond to incoming telephone calls and clients requests to process wires ...

This could include lending, borrowing, investing or commercial lending needs. At CIBC we enable the ... Operational Excellence - Respond to incoming telephone calls and clients requests to process wires ...

New

This could include lending, borrowing, investing or commercial lending needs. At CIBC we enable the ... Operational Excellence - Respond to incoming telephone calls and clients requests to process wires ...

Showing results 41-60

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 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 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 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 87% Full Time, 10% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

Associate Director, Product Management, Real Estate

MUFG Investor Services

Toronto, ON • On-site

Full-time

Re-posted 4 days ago


Job description

Company Description

MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, business consulting, and more. Operating from 17 locations worldwide, we help clients mitigate risk, enhance efficiency, and navigate the operational complexities of today’s investment management landscape. As a division of Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest financial institutions with approximately $3 trillion in assets, we combine deep expertise with the strength and stability of a leading financial institution. To learn more, visit us at www.mufg-investorservices.com.

Job Description

Objectives and Responsibilities:

  • Working closely with the Client Operations team in Canada to ensure optimum system usage and remediation of system configuration / processing methodology where required,
  •  Working virtually and globally to deliver a consistent service to internal and external stakeholders irrespective of their location or time-zone.
  • Support Product lead on Product roadmap items including system integrations, platform enhancements, and new acquisitions as needed. 
  • Keeping up to date on the latest system innovations and delivering same where appropriate.
  • Collaborate with Client servicing teams to ensure consistency of service delivered. 
  • Support the business development and Client Integration teams to attract new business and onboard to the Target Operating Model. 
  • Provide additional ad-hoc support and solutions, this includes  adhoc changes and also creating Investor reports and ensuring the operating model is followed by the Fund Accountants.
  • Assist during the onboarding process as required.

Deliverables

  • Responsible for managing requests and liaising with other support teams, both internal and external, to obtain solutions to issues raised by the end user
  • Responsible for covering all agreed upon applications including cross training across members to eliminate key man risk
  • Work with Operational Solutions and Global Training team to refresh and coordinate training on applications and new functionality and for changes or enhancements in functionality on the application in scope
  • Responsible for end user support in relation to system troubleshooting or functionality failures. Such communication shall be managed within an agreed upon SLA
  • Act as an SME on the in scope application when it comes to system changes and project requests

Strategic Goals

  • Work to improve the standard of system support and training globally to ensure SLAs are adhered to and system training content quality and delivery is targeted at the right audience, engaging and meets their objectives
  • Align with IT, product and operations to ensure goal of creating an effective support structure
  • Align with the strategic goals of the business when working on project deliverables

Collaboration

  • If the application is a proprietary tool, then the team member responsible will liaise directly with IT during upgrades, for technical support or enhancements
  • If the application is a vendor tool, then the MTB team member will liaise directly with product and the vendor when required
  • During upgrades, the MTB team member will coordinate work with the vendor / IT to obtain documentation on functionality changes, communicate such changes to the end user and liaise with the training and procedure documentation team to ensure the upgrade is rolled out successfully
  • Liaising with Ops Solution and Global Training to assess functionality updates for impact on processes and training content
  • Ensuring that issues are fully resolved and there is constant communication with operations
  • Ensure feedback is addressed and used to consistently improve the program
Qualifications

Qualifications & Requirements:

-     5 – 10 Years Work Experience
-     3 – 6 Years Experience in Accounting / Fund Accounting
-     2 – 4 year’s experience of using the Yardi platform
-    With a strong understanding of Real Estate and Real Asset fund structures, accounting, & processes,
-    Capable of supporting requirements and testing for business/application requests.
-    Candidate must be highly self-motivated and able to work both independently or as part of a team.
-    Fluent in both written and spoken English.
-     Ability to communicate and present information to a variety of clients, stakeholders and staff at all            levels of an organization.
- SQL script writing experience


Additional Information

What’s in it for you to join MUFG Investor Services?  

Take a look at our careers site and you’ll find everything you’d expect from a career with the fastest-growing business at one of the world’s largest financial groups. Now take another look. Because it’s how we defy expectations that really defines us. You’ll feel that difference in all kinds of ways. Our vibrant CULTURE. Connected team. Love of innovation, laser client focus, and next-level LEARNING & DEVELOPMENT. 

So, why settle for the ordinary? Apply now for a Brilliantly Different career. 

We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted.

This role is being hired to fill an existing vacancy.

We are an equal opportunity employer.

At MUFG Investor Services, we use Artificial Intelligence (AI) tools to help identify skills and experience that align with role requirements.  All AI recommendations are reviewed by our recruitment team before any decisions are made.