Operations/Marketing Associate - 15 month contract
JC Clark Ltd.
JC Clark Ltd. is a Toronto-based independent Investment Management Firm that utilizes a value investing approach to manage capital on behalf of high-net-worth individuals and families as well as institutional investors and foundations.
Role:
This individual will work closely with sales, compliance, finance, and operations professionals. The ideal candidate for this position works well independently, thrives in a fast-paced environment, and can multi-task with ease when priorities change quickly. The candidate should be eager to learn and embrace new challenges. The candidate should possess a strong work ethic, professional communication, and organization skills. This role is a broad mandate which includes supporting the operations, compliance, and finance functions, including trading and marketing, in various aspects.
Key Tasks and Responsibilities:
The specific responsibilities of this role will include the following:
- Trading support activities including end of day trade processing and review of trade settlement issues
- Create and update marketing materials including presentations
- Assist with organizing client events and lunches
- Assistance with creating client communications and documents
- Review and oversight activities relating to the JC Clark Investment Funds
- Operational, finance and compliance support activities
Desired Skills and Experience:
- Post secondary education or equivalent experience
- Intermediate skill level in MSOffice (Word, PowerPoint, Excel, Outlook)
- Excellent organizational, interpersonal, verbal, and written skills
- Exposure to investment management or portfolio accounting system an asset
- Polished, professional presentation
- Experience in the finance/investment industry and with investment funds an asset
- Ability to take initiative, be accountable and work in a team oriented environment
Qualified applicants should submit a resume letter by e-mail. Only candidates selected for interviews will be contacted.
Location
200 Bay Street, Suite 510, Toronto, ON