Managed Accounts Analyst
Location
toronto, on
Job Type
Full-time
Category
Finance
Posted
May 23, 2026
About Us As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
Position Overview Reporting to the Manager of Managed Accounts, the incumbent will be responsible for account data management and trading operations within the Managed Accounts group. The ideal candidate will have a solid understanding of investment markets, strong organizational skills, a client-service mindset, and the ability to work effectively under time constraints.
Duties and Responsibilities
Trading and Modeling: Implementing model changes from Investment Advisors and third-party sub-advisors
Data Reconciliation & Reporting: Managing data transmi...
Position Overview Reporting to the Manager of Managed Accounts, the incumbent will be responsible for account data management and trading operations within the Managed Accounts group. The ideal candidate will have a solid understanding of investment markets, strong organizational skills, a client-service mindset, and the ability to work effectively under time constraints.
Duties and Responsibilities
Trading and Modeling: Implementing model changes from Investment Advisors and third-party sub-advisors
Data Reconciliation & Reporting: Managing data transmi...