Senior Analyst, Fund Reporting

The Opportunity

We are looking to fill an opening for a skilled and highly motivated individual to join the Finance & Treasury team as Senior Analyst, Fund Reporting.

Reporting to the Manager, Fund Reporting and Administration, the Senior Analyst, Fund Reporting will participate in all financial and regulatory reporting of Northwest & Ethical Investments (NEI) family of investment funds and support the firm’s continued growth. The incumbent will manage relationships with the fund administrator and other external service providers, such as auditors, printers and translators, for delivery of fund financial reports.

Who you are

• Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client‑centric solutions, and proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner.
• Execution – You are committed to achieving your goals and...