Job Overview

Join the esteemed LePoidevin Group in Vancouver as an Investment Associate focused on trade reconciliation and analytical tasks. Bring your skills in trade management and Excel to support our high-performing team.

We are seeking a detail-oriented individual with a strong analytical background to enhance one of our top advisor teams in wealth management. This role requires 1-2 years of experience and involves trade execution support, daily cash monitoring, and discrepancy resolution. The ideal candidate should possess excellent interpersonal skills and demonstrate the ability to manage multiple priorities effectively.

Key Responsibilities

• Work with portfolio managers on trade reconciliation
• Prepare and validate trade allocation files
• Monitor cash balances and execute trades
• Coordinate FX preparation for currency conversions
• Ensure accuracy of trade files before submission