Private Client Associate
Overview The Associate will work with Portfolio Managers in support of high-net-worth clientele within the Beutel Goodman Private Client Group (PCG). The Associate will be a key client contact on administrative matters, and will be responsible for providing ti…
Investment Operations Analyst
Overview The Investment Operations Analyst ensures all the client account information data across all back-office record-keeping systems are accurate. They will lead the team to handle all the ad hoc requests and resolve any trading/accounting record issues an…
Business Development Associate
Summary The Business Development Associate , contributes to the success of the company’s business development and client servicing activities by communicating with the company’s clients, consultants and prospects while providing administrative support to t…
Portfolio Administrator
Overview The Portfolio Administrator is responsible for the recordkeeping of institutional accounts and processing Fund trades. They will interact with clients, auditors, custodians, and multiple stakeholders from internal departments to ensure effective commu…