Position Overview

Attendance Hybrid – Job Number 33197. Category : Professional. Status : Permanent. Type of Contract : Permanent. Schedule : Full‑Time (full time). Locations : Montreal, Toronto.

Responsibilities

• Perform processing and analysis relating to distributions generated by securities, while taking into account deadlines and various variables (e.g., type of product and client, tax deductions, currency conversion), and various exceptions.


• Analyze information received on market events and write memos for investment advisors.


• Collect, compile, and verify the accuracy of the varied and available data and reflect it in client portfolios.


• Identify all risk elements associated with a file or situation.


• Analyze securities position and prepare accounting entries to reflect mandatory and optional reorganization events in clien...