Overview
Skills
Job Details
Bilingual Financial Operations Analyst (French & English)
3 Months (Possible Extension)
Montreal, QC, Canada (Remote)
Overview:
Seeking a finance-savvy professional with bilingual capabilities in French to facilitate operational enhancements and transition projects within a select investment management company overseeing approximately $1 billion in assets.
The individual will play a pivotal role in assessing and refining financial processes without the requirement for IT development skills. Emphasis will be on analyzing existing procedures, pinpointing areas for better efficiency, and ensuring seamless integration with the functionalities offered by the D1G1T system.
Core Duties:
Thorough inspection and detailing of existing financial operational practices and their workflows.
Examine and refine tasks related to:
- Billing Processes
- Securities Trading Activities
- Asset Management Practices
- Client Correspondence and Yearly Performance Summaries
- Online Client Interface
Contrast and reconcile present and anticipated operations post-D1G1T adaptation.
Aid in the transition strategy formulation and enhancement of processes.
Engage with colleagues and external parties in both English and French languages.
Essential Expertise:
Expertise in Financial Operations and Process Examination
Knowledge of Asset/Portfolio Administration
Acumen in Client Reports and Performance Analysis
Experience with Billing and Trading Procedures
Proficiency in Workflow Diagramming and Process Design
Bilingual Communication Abilities in French & English
Experience in Steering System Changeovers
Aptitude for Coordinating with Various Entities
Collaborative Environment & Role Parameters:
Concentrated team comprising about 15 specialists
Management of roughly $1 billion in Client Assets
An active participant in driving operational advancement and ensuring a smooth transition phase.