-
Operations Analyst
4 days ago
Manitoba Public Insurance Winnipeg, CanadaOverview: · Reporting to the Supervisor, Operations Analytics, the Operations Analyst (OA) performs moderately complex analysis related to operational functions that impact physical damage claims, service delivery, special risk extension and driver and vehicle administration. The ...
-
Operations Analyst
1 week ago
The North West Company Winnipeg, CanadaIn your role as the Operations Analyst at The North West Company (NWC), you will be responsible to support the organization's labor planning activities, and conduct analysis to identify trends, patterns, and insights to contribute in the business decisions process. This role will ...
-
Lab Operations Analyst
1 week ago
Farmers Edge Winnipeg, CanadaFarmers Edge is a global leader in agriculture technology We produce industry leading technologies, software and digital tools that enable customers around the world to grow more sustainably, maximize profitability, and minimize risk. · Our Team Members are passionate, enterprisi ...
-
Digital Operations Analyst
1 week ago
Pollard Banknote Limited Winnipeg, CanadaWe are looking for a collaborative Digital Operations Analyst to join our Digital Solutions Team within our Winnipeg Head Office located at 140 Otter Street. · **What We Offer** · - Competitive compensation · - Profit sharing program - every role plays a part in our success · - C ...
-
Business Operations Analyst
2 days ago
GWL Realty Advisors Winnipeg, Canada**About GWL Realty Advisors**: · GWLRA is a leader in both the commercial and multi-residential real estate industries. Driven by our values of Integrity, Ambition, Creativity, and Empathy, our vision is to be a sustainable company known for exceptional real estate management, tr ...
-
IT Operations Support Analyst
1 week ago
WCLC Winnipeg, Canada**Key Accountabilities and Responsibilities** · - Act as a central point of contact for vendor and internal users · - Provide technical recommendations for initiative and project work · - Administration of core business systems · - Provide direct support to the Operations Draw Ad ...
-
Business Operations Analyst
1 week ago
GWL Realty Advisors Winnipeg, Canada**About GWL Realty Advisors**: · GWLRA is a leader in both the commercial and multi-residential real estate industries. Driven by our values of Integrity, Ambition, Creativity, and Empathy, our vision is to be a sustainable company known for exceptional real estate management, tr ...
-
Gas Market Operations Analyst
1 week ago
Manitoba Hydro Winnipeg, Canada**GAS MARKET OPERATIONS ANALYST** · **WINNIPEG, MB** · Manitoba Hydro is consistently recognized as one of Manitoba's Top Employers · **_ Great Benefits_** · - Competitive salary and benefits package. · - Defined-benefit pension plan. · - Nine-day work cycle which normally result ...
-
Salesforce Business Operations Analyst
1 day ago
LotLinx, Inc. Winnipeg, CanadaSince our founding in 2012, Lotlinx has consistently pioneered advancements in the automotive landscape. We specialize in empowering automobile dealers and manufacturers by providing cutting-edge data and technology, delivering a distinct market advantage for every single vehicle ...
-
Cyber Security Operations Centre Analyst
1 week ago
Manitoba Hydro Winnipeg, Canada**CYBER SECURITY OPERATIONS CENTRE ANALYST** · **Winnipeg, MB** · **_ Manitoba Hydro is consistently recognized as one of Manitoba's Top Employers_** · **_ Great Benefits_** · - Competitive salary and benefits package. · - Defined-benefit pension plan. · - Nine-day work cycle whi ...
-
Bilingual Fraud Analyst, Fraud Operations
1 week ago
Royal Bank of Canada Winnipeg, Canada**Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...
-
Royal Bank of Canada Winnipeg, Canada**Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...
-
Operations Analyst
5 days ago
Value Partners Investments Winnipeg, CanadaCompany Description · Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provides discre ...
-
Operations Analyst
6 days ago
Value Partners Investments Winnipeg, Canada Full timeJob Description · VPIC is looking to hire a driven, hands-on contributor for the role of Operations Analyst. Our ideal candidate is someone with a "can-do" attitude who thrives in a fast-paced, entrepreneurial environment, enjoys interacting with colleagues at all levels of the o ...
-
Digital Operations Analyst
1 week ago
Pollard Banknote Limited Winnipeg, MB, CanadaWe are looking for a collaborative Digital Operations Analyst to join our Digital Solutions Team within our Winnipeg Head Office located at 140 Otter Street. · In this role, you will focus on operations and support, performing tasks and day-to-day updates of existing functionali ...
-
Government Operations Analyst
1 week ago
The North West Company Winnipeg, MB, CanadaIn your role as the Operations Analyst at The North West Company (NWC), you will be responsible to support the organization's labor planning activities, and conduct analysis to identify trends, patterns, and insights to contribute in the business decisions process. This role will ...
-
Government Operations Analyst
1 week ago
Value Partners Investments Winnipeg, MB, CanadaFounded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provides discretionary investment man ...
-
Analyst, Field Operations
1 week ago
Summit Search Group Winnipeg, MB, CanadaJob SummaryThe Benefits Analyst will oversee the creation and implementation of reporting documentation for Group Benefits, Group Retirement, and Workplace Wellness. They will offer assistance to the President and Account Managers, including direct interaction with clients.Partic ...
-
Analyst, Field Operations
1 week ago
Summit Search Group Winnipeg, MB, CanadaThe Benefits Analyst will oversee the creation and implementation of reporting documentation for Group Benefits, Group Retirement, and Workplace Wellness. They will offer assistance to the President and Account Managers, including direct interaction with clients. · Participates ...
-
Crime and Intelligence Analyst
1 week ago
City of Winnipeg Winnipeg, CanadaUnder the general direction of the Crime Analysis Supervisor, the Crime and Intelligence Analyst performs advanced functions in collecting, collating, analyzing and disseminating criminal intelligence data relevant to actual and anticipated criminal activity. · The Crime and Inte ...
Government Operations Analyst - Winnipeg, MB, Canada - Value Partners Investments Inc.
Description
Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provides discretionary investment management services to wealthy families across Canada.
8 Billion in investment gains for clients.This track record of success has enabled us to become one of Canada's fastest growing companies as ranked by Profit Magazine and one of Canada's fastest growing Private Investment Counsels by Investor Economics.
The role reports directly to and will be mentored by the Director of Operations and is located in our Winnipeg office.
The Operations Analyst provides critical, high-level support to the VPIC Team and is responsible for account and systems administration, reconciliation, and reporting processes.
Book of Record Administration & ReconciliationMaintain accurate and up to date client account information in the portfolio management (PM) system
Review and update book values as assets transfer in
Ensure accurate and efficient account opening; set up records for new clients and accounts in PM, CRM, and portal systems
Complete daily reconciliation between custody and PM systems between 7:00 am and 9:00 am each morning to ensure custodian records are accurate
Liaise with PM software vendor to resolve technical issues as may be required
Continuous Improvement, Special Projects, and Initiatives
Assist the Director of Operations and other VPIC leaders with special projects and initiatives related, but not limited, to operational reporting, data quality and integrity
Undergraduate degree in Commerce, Business Administration, Economics, or related discipline
Related experience in an investment or financial services environment, knowledge of the Canadian Securities industry is considered an asset
Technical Knowledge
Technical fluency with the ability to learn and adapt to new technology effectively
Working knowledge of Salesforce, PM software, and advisor operating systems are an asset
Advanced proficiency in
Microsoft Office:
Outlook, Excel, PowerPoint, Word, Teams
Ability to communicate clearly and concisely, verbally and in writing, to ensure effective interaction with key stakeholders (internal and external) to manage, inform and influence successful outcomes
Ability to be flexible in one's approach to established plans based on emerging needs
Entrepreneurial spirit with a creative outlook and resourceful nature