Cfa Offres d'emploi - Parksville, BC

Job Description

Vancouver, British Columbia, Canada

Full-time, in-office

Department : Office Operations Team

Position start date : Negotiable

Company Description

Dixon Mitchell Investment Counsel Inc. is an independent asset management firm providing investment solutions for individual and institutional clients. Established in , Dixon Mitchell now manages over $5bn on behalf of Canadian families, pensions, foundations and Indigenous communities and organizations. Our culture is built around business integrity, client service, and the alignment of corporate and investor interests. Dixon Mitchell is based in Vancouver and has a satellite office in Calgary.

Position Summary

The Systems Manager, Trading and Operations is a full-time, Vancouver office-based position within the middle office of Dixon Mitchell Investment Counsel, reporting directly to the Chief Operating Officer.

We place a high value on our team spirit, camaraderie and creating a culture where each of us has an opportunity to succeed. We are a solution-oriented and collaborative team seeking like-minded individuals who thrive in a challenging and dynamic environment. We are looking for a self-motivated, independent lead for our technological systems within our operations team. This individual has efficient and effective coordination, strong leadership skills, is detail oriented, provides solutions, and can work well under pressure.

About you

Your core values are honesty, integrity, and transparency. You are proactive, self-driven and take the initiative to identify inefficiencies and provide solutions. Your excellent work ethic combines your enthusiasm, passion, curiosity, education, and experiences to see the big picture, focus on the details, solve complex problems, and communicate your ideas effectively to a broad range of people. You are persistent to try again when others might give up and have the confidence to adapt when circumstances dictate. You take responsibility and ownership over your assigned duties and beyond and you have a growth mindset, continually learning and improving your skills and abilities.

Responsibilities

• Assist the Chief Operating Officer with the management of Dixon Mitchell’s Portfolio Management System, including building and documenting workflows for portfolio management activities, trading, settlements, reporting, performance measurement, and billing.
• Analyze and identify process inefficiencies, provide solutions, and implement improvements.
• Develop and implement appropriate, customized software (mostly SQL and Python scripts) to advance and automate processes.
• Ensure necessary checks and verification steps are in place and used diligently to minimize trading and non-trading activity errors.
• Manage Dixon Mitchell’s Salesforce instance.
• Manage internal and external deadlines in a timely manner, effectively resolve conflicting priorities, and negotiate workable timeframes with Executives and other business participants.
• Effectively communicate processes and provide training to team members.
• Use your knowledge of company operations, policies, and initiatives to proactively perform all your duties with high accuracy, diligence, and minimal direct supervision in a fast-paced environment. Must be confident and provide clear instructions, and ensure processes are efficient and effective.
• Create a sense of responsibility in the team and hold team members accountable for their actions.
• Effectively demonstrate emotional intelligence.
• Be a positive role model for your team members, showing passion, motivation, and commitment in your role.
• Inspire and motivate your team by setting a good example. Promote positive thinking and celebrate successes to create a healthy and dynamic work environment and atmosphere.

Experience / Qualifications

Degree in Finance, Math, or Computer Science.

CFA Designation or other industry qualifications.

Experience with books of record (ABOR / IBOR) systems such as Advent (Axys or APX), Simcorp, or Broadridge is an asset.

Extensive experience in programming and computer science, specifically with :

Python

OOP and Functional programming

OpenAPI, REST, Bloomberg API

Demonstrated interest and experience in trading, portfolio management, and settlements

Experience with multi-broker, multi-custodian settlement processes (SSCNet / FMC or CTM / Omgeo) is an asset.

Experience with Salesforce, including building workflows is an asset.

Experience with system and software implementation projects is an asset.

Self-driven with the ability to work independently and with minimal supervision.

Ability to create technical implementation strategies and provide staff-level guidance.

Proven ability in diagnosing and troubleshooting inefficiencies and providing solutions.

High level of professionalism, ethics, and competence.

Excellent communication skills, both verbal and written.

Strong multi-tasking skills while maintaining accuracy and high attention to detail.

Ability to work under time constraints and in high-pressure circumstances.

Legally eligible to work in Canada.

Compensation

Dixon Mitchell offers a competitive compensation package and comprehensive benefits plan. The base salary range is $, - $, annually and is negotiable based on experience and qualifications.

Apply now

Individuals meeting the criteria above are encouraged to submit their resume and cover letter in confidence by emailing . This job posting closes June 30th, .

Dixon Mitchell Investment Counsel values the diversity of the people it hires and serves and is proud to be an equal opportunity employer. Diversity at Our Company means fostering a workplace in which individual differences are recognized, appreciated, respected, and responded to in ways that fully develop and utilize each person’s talents and strengths. If you require accommodation to complete the application process, please contact us at

Requirements :

Work Permit