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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

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