Associate, Institutional Management - Montreal, QC

Associate, Institutional Management - Montreal, QC

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

A unique opportunity for someone interested in the client service side of investment management at an established and growing global Institutional Distribution business. The role supports the functional areas of Institutional Client Services and contributes to the overall success of the Portfolio Management team, ensuring specific individual goals, plans, initiatives are executed and delivered in support of the team’s business strategies and objectives. The individual also ensures that all activities conducted are in compliance with governing regulations, internal policies and procedures.

Responsibilities

• Champion a customer focused culture to deepen client relationships and leverage broader firm’s relationships, systems and knowledge.
• Prepare and coordinate account opening and...