Analyst, Compliance and Risk - Montréal, Canada - Addenda Capital

Addenda Capital

Verified Company

Montréal, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

City:

Montréal, QC
Status:
Permanent, Fulltime

Who we Are
Addenda Capital is a privately-owned investment management firm that favours a sustainable approach to wealth creation. The company offers a stimulating, positive and open-minded environment where integrity, collaboration and diversity are valued.

Addenda integrates ESG (Environmental, Social and Governance) factors into most of its investment and stewardship activities to enhance its clients' long-term performance and to promote sustainable development for society.

What is the Opportunity

If you are performance driven, recognize the importance of a collaborative and collegial culture and you have a strong sense of integrity, this could be the opportunity to begin your career at Addenda Capital.

What you will do

You participate in various operational risk and compliance related projects;
You participate in verifying compliance with client investment policies through rigorous monitoring of clients' portfolios;
You participate in the implementation and revision of internal Addenda policies;
You participate in the review of business development and marketing material to maintain compliance before any information is published;
You participate in due diligence for thirdparty service providers;
You participate in the review of client documentation.

What you will Need to Succeed

Experience and Knowledge

You have a bachelor's degree in administration, finance, accounting, law or any other discipline or combination of disciplines deemed pertinent;
You have two (2) to four (4) years of experience in compliance related to the functions of the job;
You have experience in the securities, financial, institutional, private wealth, banking or investment sectors;
You have an understanding of the portfolio management sector and its operations;
You have experience interacting with external parties, regulators or auditors;
You have experience with compliance systems used by Portfolio Management firm to monitor investment policy constraints;
You have skills in modelling and with technological tools (Power BI, SSRS, VBA);
You have excellent knowledge of the Microsoft Office suite; notably of Word, Excel, PowerPoint and Outlook.

Skills and Abilities

You can complete mandates within tight deadlines, and you are able to work on multiple projects simultaneously;
You show initiative and creativity and demonstrate autonomy and ease when working in teams and with people of different hierarchical levels;
You demonstrate rigour and organization, and you have an analytical and synthetic mindset;
You demonstrate tactfulness and diplomacy while still communicating your message clearly;
You have strong ethical principles and a strong comprehension of the ethics of financial markets;
You have excellent written and verbal communication skills in French and in English (English is required to accomplish daily tasks).