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Senior Analyst, Investment Platform Support

Wellington-Altus · Winnipeg, Manitoba, CA

Senior Analyst, Investment Platform Support Location: This posting is for an existing vacancy in Wellington-Altus’s Winnipeg office. Our organization : Found...

Job description

Senior Analyst, Investment Platform Support Location: This posting is for an existing vacancy in Wellington-Altus’s Winnipeg office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.-the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With over $45 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients. *Investment Executive 2025 Brokerage Report Card. The opportunity: Reporting to the Portfolio Manager, Investment Practice Management & UMA Program Design, the Senior Analyst, Investment Platform Support is responsible for the day-to-day execution, enablement, and support of investment platform functionality, with a focus on trading, portfolio management, reporting, and advisor onboarding. Key responsibilities include: - Investment Platform Subject Matter Expertise - Act as...