Assist in creating content, organizing production, reviewing and distributing client reporting (monthly, quarterly and on request)
Work with our CRM to capture and maintain key business development activities, mandate extensions, critical client info updates
Research, create and maintain presentation materials (charts and slides)
Support institutional projects and implementation efforts as required
Work with legal, Institutional Portfolio Managers and other organizational teams to construct and maintain IMAs, SIPPs, and IPS and onboarding of new clients
Team-player, able to work effectively with other team members at all levels, while also maintaining the ability to work independently and be self-motivated to meet deadlines
Some understanding of and interest in financial markets
Proficiency in the use of Microsoft Office applications, particularly Excel, Word, and PowerPoint
Given nature of job, will be required to have a flexible work schedule including overtime at end of quarter
Strong written and verbal communication skills in both English and French
Ability to prioritize and multi-task
Passion for excellence in quality of work, willing to go the extra mile to ensure accuracy and attention to detail