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Senior Analyst, Fund Reporting

Aviso WealthVancouver, British Columbia, Canada
On-site Full-time CA$83K/yr - CA$100K/yr

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Experience Level

Senior

Qualifications

Qualifications:Proven experience in fund reporting or financial analysis. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Detail-oriented with strong analytical skills. Proficiency in financial software and MS Office Suite.

About the job

Aviso Wealth:

At Aviso Wealth, we are passionate about enhancing the financial well-being of Canadians. As a prominent player in the wealth management sector, we pride ourselves on our commitment to leadership, innovation, collaboration, accountability, and community engagement. Here, you will work alongside talented and dynamic professionals who embody our values daily. Our unique ‘oneaviso’ culture truly distinguishes us. If you seek challenging and rewarding work within an organization that values its people, explore what Aviso has to offer at www.aviso.ca.

About the Role:

We are excited to announce an opening for a motivated and skilled individual to join our Finance & Treasury team as a Senior Analyst, Fund Reporting.

In this position, reporting to the Manager, Fund Reporting and Administration, you will be instrumental in the financial and regulatory reporting of the Northwest & Ethical Investments (NEI) family of investment funds, supporting our firm's ongoing growth. You will manage relationships with the fund administrator and other external service providers, including auditors, printers, and translators, to ensure the timely delivery of fund financial reports.

Your Profile:

  • Client-Focused: You prioritize your clients’ needs, advocate for service excellence, and strive to deliver client-centric solutions while proactively developing strategic partnerships that position Aviso Wealth as a trusted advisor.
  • Results-Oriented: You are dedicated to achieving your goals and recognize opportunities as they arise. You continuously seek ways to improve and take accountability for your actions, learning from your experiences.
  • Team Player: You collaborate effectively with others towards common objectives, making significant contributions to your team's success. You foster collaboration, build trust and inclusivity, and establish strong relationships within and outside the organization.

Your Daily Responsibilities:

  • Engage in the review of annual and interim financial statements for all NEI mutual funds, portfolios, pools, and alternative mutual funds.

About Aviso Wealth

Aviso Wealth is a leading wealth management organization dedicated to enhancing the financial well-being of Canadians through innovative solutions and a commitment to community and partnership.

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