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Job Title


Portfolio Implementation Associate


Company : Pivotal Integrated HR Solutions


Location : Oakville, Ontario


Created : 2025-05-10


Job Type : Full Time


Job Description

Were hiring a Portfolio Implementation Associate to join a respected wealth management firm focused on long-term client success through planning-led investment strategies.This is a non-client facing, back-office role ideal for professionals who thrive in portfolio operations, trade execution, and data reconciliationnot a stepping stone to portfolio management or advisory. We're looking for someone who values precision, process, and long-term commitmentWhat Youll DoDaily portfolio reconciliations across custodians and internal systemsWeekly trading operations: monitoring, modeling, and trade executionMaintain data accuracy in portfolio reporting systemsSupport the implementation of client investment policies and onboarding processesAssist in client reporting (quarterly and annual), including tax package prepCollaborate with the Research and Wealth Planning teams on model and sub-advisor alignmentWho Should Apply Candidates with 13 years of experience in investment operations, portfolio administration, or trade support Professionals who are detail-oriented, comfortable with Excel, and enjoy structured, behind-the-scenes work Individuals looking for a long-term operational career (minimum 3-year commitment) Must have Canadian Securities Course (CSC) certification Please do not apply if you're looking for client-facing roles, analyst roles, or portfolio manager tracksthis is a technical, execution-focused position with no direct client interaction.What We OfferHybrid work model: 3 days in-office (Mon/Tues + 1 flexible), remaining remoteStructured training (first 46 weeks, mostly in-office)A supportive, collaborative team cultureCompetitive salary and benefitsLong-term stability in a critical investment operations role Apply today if this sounds like the right fit for your career goals.