
Posted 4 days ago
Global Investment Operations - Middle Office Senior Analyst
WTW
Requirements
3-5 years investment operations experience, Proficient in MS Excel and MS PowerPoint, Strong problem solving skills, Effective oral and written communication, Highly organized
Skills
FinanceExcelOperations
About the role
Responsibilities
- Deliver operational support and reporting across post-trade activities, cash management, and reconciliation processes for delegated investment client portfolios.
- Manage trade confirmations, periodic position reconciliations, and daily cash reconciliations.
- Monitor and maintain liquidity, including cash forecasting, trade settlements, and FX instructions.
- Oversee capital calls, distribution monitoring, and private equity commitment tracking.
- Manage custody exceptions, coordinate custody transitions, and support custodial account openings and audits.
- Leverage internal and proprietary systems to review, analyze, and report on client and operational data to ensure data integrity.
Requirements
- 3-5 years of experience in investment operations.
- Proficiency in MS Excel and MS PowerPoint.
- Strong problem-solving skills and a logical, analytical approach to work.
- Effective oral and written communication skills.
- Highly organized with a strong aptitude for project management and meeting deadlines.
- Ability to work both independently and as a collaborative team player in a risk-managed environment.
About the Company
WTW is a leading global advisory firm that provides a wide range of solutions in risk, broking, and human capital. Our Investment business advises on over $2 trillion of global assets, serving institutional investors such as large pension funds, insurance companies, and sovereign wealth funds. We combine innovative thinking with capable execution to help our clients successfully balance risk and return.
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Get started — it's freeGlobal Investment Operations - Middle Office Senior Analyst
WTW · Toronto
