Vancouver

Trade Operations

Leith Wheeler Investment Counsel Ltd. is an independent, employee-owned Vancouver-based investment counsel/portfolio manager managing over $22 billion in assets on behalf of pension, foundation, corporate and individual clients across Canada.

We are seeking someone with experience in securities settlements and investment manager back-office administration. This individual has great attention to detail and time management skills.

Job Description:

  • Posting and settlement of all trades (Equities, Fixed Income and Derivatives) in an accurate and efficient manner
  • Communicating trade details with Brokers and Trust companies
  • Ensuring security information and rates (equity pricing, dividends, interest accruals/payments, MBS payments, futures contracts, exchange rates, etc.) are accurately downloaded/recorded
  • Assisting in the implementation of various projects
  • Maintaining organized records and filing

Job Qualifications:

  • Knowledge and experience with settlements of securities
  • Minimum 2 years of industry or related experience
  • Computer skills: proficient in Microsoft Office (Excel, Word, Outlook), and Bloomberg
  • Good communication skills (i.e., able to liaise with Trust company personnel, brokers, internal trader/administrators)
  • Ability to work under pressure and multi-task
  • Detail-oriented & task-driven
  • Ability to problem solve quickly and efficiently
  • Completion of the Canadian Securities Course is an asset


Thank you in advance for your interest. We regret that we can only respond to candidates chosen for an interview. 

To apply, please send your resume to jamies@leithwheeler.com.