Portfolio Administrator

Trade Desk and Back Office Operations Team
Vancouver, BC

Full-time, permanent position

Company Description

Dixon Mitchell Investment Counsel Inc. is an independent asset management firm providing investment solutions for individual and institutional clients. Dixon Mitchell was established in 2000 and now manages nearly $4bn on behalf of Canadian families, pensions, foundations and Indigenous communities and organizations. Our culture is built around business integrity, client service, and the alignment of corporate and investor interests. Dixon Mitchell is based in Vancouver and has a satellite office in Calgary.

Position Summary

Our Trade Desk team resides within the back-office of Dixon Mitchell Investment Counsel Inc. and is comprised of trade operation professionals. We place a high value on our team spirit, camaraderie and creating a culture where each of us has an opportunity to succeed. We are a solution-oriented and a collaborative team seeking like-minded individuals who thrive in a challenging and dynamic environment. We are looking for experience Portfolio Administrators to join our team and assist in providing accurate and timely back-office support to the firm regarding all investment products involved in end-to-end trade processing.

About you

Your core values are honesty, integrity, and transparency. These traits contribute to your excellent work ethic. You can combine your enthusiasm, passion, curiosity, education, and experiences to see the big picture, focus on the details, solve complex problems, and communicate your ideas effectively to a broad range of people. You are persistent enough to try again when others might give up and have the confidence to adapt when circumstances dictate.

  • Modeling and executing daily trade orders for client accounts
  • Liaising with brokers and custodians to ensure best price and efficient trade settlement
  • Processing FX, reconciling accounts, reviewing data, and troubleshooting issues
  • Preparing monthly, yearly, and ad-hoc investment reports within assigned deadlines
  • Working with Portfolio Managers and Client Services to interpret and act on client requests
  • Using advanced technologies and systems to ensure smooth operation of Trade Desk and Back Office processes
  • Maintaining data with utmost accuracy and constantly working on improving Trade Desk and Back Office workflows to maximize efficiency and minimize risk
  • Working with the Trade Desk team on projects and other duties assigned from time-to-time, based on changing business environment and priorities
  • Adhering to all internal controls and processes to proactively perform all duties with high accuracy and diligence in the fast-paced environment
  • Expanding current knowledge of investment markets, practices, and trends by following market events, industry news, and innovative technologies
Qualifications / Requirements
  • Minimum two years of relevant work experience
  • Post-Secondary Diploma or Degree in Finance, Math, or Computer Science, CFA is an asset
  • Highly proficient in Office365, including excel and outlook
  • VBA Macro is an asset
  • Knowledge of Advent's Axys and Moxy is an asset
  • Interest and knowledge of the capital markets
  • Great communication and creative problem-solving skills
  • Disciplined nature and exceptional attention to detail
  • Resourceful, self-starter with a passion for learning and sharing expertise
  • Aptitude for technologies an asset
  • Legally eligible to work in Canada

Dixon Mitchell offers a competitive compensation package and comprehensive benefits plan.

Equal Opportunity Employer

Dixon Mitchell Investment Counsel values the diversity of the people it hires and serves and is proud to be an equal opportunity employer. Diversity at Our Company means fostering a workplace in which individual differences are recognized, appreciated, respected, and responded to in ways that fully develop and utilize each person’s talents and strengths. If you require accommodation to complete the application process, please contact us.

Apply now

Interested in joining our Trade Desk team? Individuals meeting the criteria above are encouraged to submit their resume in confidence by emailing careers@dixonmitchell.com.
While we thank all candidates for their interest, only selected individuals will be contacted for follow-up.