Investment Fund Operations Specialist

Join Willoughby Asset Management as an Investment Fund Operations Specialist. This position focuses on fund management, client interaction, and performance tracking while collaborating with internal teams.
You'll be responsible for managing the operations of Willoughby Investment Products, reporting to the Manager, Fund Operations. This role demands a proactive approach to customer service, accurately handling inquiries and facilitating performance calculations. Experience in fund operations will empower you to manage fund transitions and ensure compliance across various jurisdictions.
Key Responsibilities:
• Handle advisor-related inquiries and provide fund information
• Calculate and analyze fund performance metrics
• Review and prepare marketing content related to funds
• Maintain accurate NAV price updates across platforms
• Assist with tax slip preparations for investors
Requirements:
• At least 2 years in investment or dealer operations
• Advanced kn...