Uma Associate

Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer looking to expand our Unified Managed Accounts (UMA) team. The UMA Platform provides direct access to some of the top asset managers in the world in a single platform with a wide range of investment vehicles. As we continue to expand, we are looking for an individual who thrives in a fast-paced environment with an entrepreneurial spirit. Reporting to the Director, this role will support the securities trading, portfolio modelling, reporting and operational functions of the program. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time UMA Associate to join our team in Toronto . What You Will Do: Trading:

• Help support the core trading and portfolio modeling responsibilities. You will interpret and execute trade instructions provided by ACPI Portfolio Managers, Third Party Sub-Advisors and ACPI Investment Advisors under the UMA/IFM Platform.
• Order entry for stock, mutual funds, and fixed income securities.

• Collaborate with the team, internal and external partners to identify and resolve reconciliation issues. You should be comfortable multi-tasking, while completing work with a high attention to detail. Troubleshoot and resolve custodial and trading queries. Anticipate and avoid potential issues to mitigate risk.
• Articulate your Broker-Dealer and/or Investment Management operations knowledge to help facilitate the rapid growth of our platform. Experience using portfolio management systems or investment book of record technologies would be an asset.
• You should understand financial markets, asset management and complex investment strategies. Assist with development, review, and maintenance of processes and procedures on the UMA/IFM platform.
• Manage and participate in ad-hoc projects as needed

• Engage with Investment Advisors and Portfolio Managers in a meaningful way to help support their book of business. This includes the facilitation and triage of issues related to their advisory practice on the UMA/IFM platform. We have a wide variety of offerings, and the incumbent should have in-depth knowledge of wealth management solutions.
• Work with Investment Advisors and their teams to understand and incorporate the UMA/IFM platform within their practice. Provide operational guidance on model creation.

• Bachelor degree or relevant work experience in finance, or related fields.
• Strong attention to detail
• Demonstrated problem-solving skills
• Highly effective teamwork and collaboration skills
• Strong written and verbal communication skills
• Strong skills working with business applications/technology, including Microsoft Office Suite
• Completion or enrolled in investment industry courses such as, Canadian Securities Course (CSC), & Conduct and Practices Handbook (CPH) is an asset

• Competitive compensation
• Recognition of your accomplishments
• Communication and feedback
• Investment in your training and development
• Commitment to your health and well-being.