Investment Programs Associate
Investment Programs Associate
Posted on :
22-06-2025
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1 Vacancy
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Job Description
Lysander Funds is an independent Investment Fund Manager located in Toronto Ontario. We offer investment products to financial advisors and their clients with the aim of helping investors reach their long-term financial goals. We have an entrepreneurial culture that values hard work honesty and flexibility.
Role:
Working as part of Lysanders Operations/Investment Programs team this role will provide support in the areas of day-to-day operations investment oversight and automation of tasks. This role may also work closely with and support Lysanders IT and Operations teams.
Responsibilities:
- Manage the maintenance of existing automated tasks involving Excel and VBA.
- Identify and build automation for operational tasks involving large data.
- Assist in performing and enhancing portfolio oversight program for Lysander Funds.
- Support the launch of any new programs and business initiatives.
- Provide oversight in the daily quarterly and annual operations of various funds which includes NAV calculations performance reporting marketing materials etc.
- Assist in the preparation of reporting packages including financial statements MRFP reporting renewal of Fund documents etc.
- Develop and maintain knowledge of applicable securities and other legislation.
- Maintain positive and professional relationships with colleagues and service providers.
- Contribute to the continuous improvement and enhancement of operational systems and associated controls and procedures.
- Other job-related tasks as assigned.
Qualifications:
- Excellent Excel and VBA or other programming skills.
- Post-secondary education/University Degree with a concentration in Finance Commerce Computer Science Mathematics or Data Science preferred.
- Strong analytical skills and attention to detail while managing large data.
- Excellent verbal and written communication skills.
- A team player mind-set and is collaborative adaptable committed dependable and open minded.
- Strong interpersonal skills ability to build and maintain meaningful relationships with all stakeholders.
- Proficiency with Microsoft Office suites (VBA programming experience is an asset).
- Ability to manage projects involving multiple tasks and to prioritize.
- Ability to work quickly and accurately in a fast-paced environment.
- Proven ability to work independently as well as part of a team.
- Demonstrate flexibility enthusiasm and willingness to learn.
Lysander Funds is proud to be an Equal Opportunity and Affirmative Action Employer.
We are committed to providing accommodations for people with disabilities in all aspects of the recruitment and selection process. If you require accommodation or special assistance please send an email with your request to . Your information will be treated as confidential.
We sincerely thank all applicants for their interest however only those in consideration forthe opportunity will be contacted.
Required Experience:
IC
Employment Type
Full-Time
Key Skills
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