Posted yesterday
Asset Management Consultant
@ Querentia Inc.
Toronto, Ontario
Requirements summary:
- You'll bring deep knowledge of trade processing, settlements, reconciliations, NAV calculations, investor onboarding, and reporting.
- You'll advise on best practices and process improvements, partner with business and technology teams to design and implement solutions, and support system migrations, upgrades, and…
- Experience with Canadian or US investment management firms is essential.
- • Support system migrations, upgrades, and integration projects, keeping them aligned with business goals and regulatory requirements.
- Required Qualifications
- • 5+ years of experience in Middle Office or Transfer Agency roles within asset management or fund administration.
Tools & skills
Source and dates
Source type not verified · jsonld
- Employer posting date
- 2026-11-11
- First seen by our source
- 2026-11-12
- Source record updated
- 2026-11-12
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Querentia Inc.
| Field | Value |
|---|---|
| Open jobs on Jobsy | 334 |
Asset Management Consultant
Duration: Approx. 6 months
Location: Toronto, Ontario, Canada
Work Mode: Hybrid
Job Summary
Our client is looking for an experienced Middle Office or Transfer Agency specialist to serve as the go-to expert for asset management operations. You'll bring deep knowledge of trade processing, settlements, reconciliations, NAV calculations, investor onboarding, and reporting. You'll advise on best practices and process improvements, partner with business and technology teams to design and implement solutions, and support system migrations, upgrades, and integrations that meet business goals and regulatory requirements. Experience with Canadian or US investment management firms is essential.
Key Responsibilities
• Act as the primary expert on Middle Office or Transfer Agency operations, including trade processing, settlements, reconciliations, NAV calculations, investor onboarding, and reporting.
• Advise asset managers on best practices, process improvements, and operational efficiency.
• Work with business and technology teams to design and implement solutions that meet client needs.
• Support system migrations, upgrades, and integration projects, keeping them aligned with business goals and regulatory requirements.
• Stay current on industry trends, regulations (e.g., FATCA, AML, CRS), and technology changes affecting Middle Office and Transfer Agency functions.
Required Qualifications
• 5+ years of experience in Middle Office or Transfer Agency roles within asset management or fund administration.
• Hands-on experience at Canadian or US investment management firms or asset managers.
• A strong understanding of operational processes, industry regulations, and technology platforms such as SWIFT, fund accounting systems, and transfer agency systems.
• A proven track record in project delivery, process optimization, or system implementations.
• Excellent analytical, problem-solving, and communication skills.
• A bachelor's degree in Finance, Business, or a related field.
Nice to Have
• Relevant industry certifications.
Journal
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