About Prime Quadrant Prime Quadrant serves more than 240+ affluent families across North America and consults on CA$26+ billion in assets. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs. Our culture is the Prime Quadrant PATH we are Purposeful, Authentic, Tenacious and Humble. We are deeply grateful for the work we are privileged to do, the wonderful families we are fortunate to serve, and the exceptional team around us.Prime Quadrant is proud to be announced as one of the Best Workplaces in Canada for the period of November 2025 to November 2026. This recognition is awarded by Great Place to Work following an independent and anonymous Trust Index Survey of all Prime Quadrant team members. Our teams feedback certified us as a Great Place to Work and then further enabled us to earn the honor of being named as one of the Best Workplaces in Canada. Great Place to Work is the global authority on high-trust, high-performance workplace cultures. We take pride in our team being dedicated to creating a work environment built on trust, inclusivity, and resilience.To learn more about Prime Quadrant, please visit: https://www.primequadrant.comThe Opportunity We are seeking a highly organized self-starter Senior Operations Associate to join our team. This position requires proficiency in aggregating data, measuring investment performance, streamlining operational processes, processing and completing client trades, reviewing internal Know-Your-Client (KYC) documentation and familiarity with alternative investments and multi-family offices. As a Senior Associate you will play a crucial role in ensuring the accuracy, efficiency, and integrity of our operations and reporting team. You will also be relied upon as a point of escalation and have some responsibility for team oversight.Primary Responsibilities Build, maintain and improve performance reports and metrics based on aggregated financial data. The ability to build and break down analytics (MOIC, IRR, TWRR) and explain them to internal stakeholders is an added benefit. Prepare required documents for client trades, such as subscription agreements and redemption forms and process and monitor custodial account-openings and transactions. Regularly liaise with Consulting Team Members to coordinate client data, account set-up, onboarding and trade execution. Communicate and troubleshoot with Fund Managers on client transactions and KYC. Aggregate, reconcile, and verify financial data from various sources, including investment managers, custodians, brokers, and other relevant parties. Identify, develop and implement streamlined procedures and workflows to enhance efficiency, accuracy, and scalability, including centralizing performance reporting within the Operations department.Key Attributes Proficiency with key operational and analytical tools, including Addepar, Salesforce, and Claude (or similar AI productivity platforms). Ability to quickly onboard to new technology and integrate tools into day-to-day workflows. Working knowledge of alternative investment structures private equity, private credit, and venture capital including fund lifecycle, capital calls, and LP/GP dynamics. Proven client service orientation you get energy from helping people. High degree of accuracy, organization, timeliness, and strong detail orientation. Ability to prioritize and multi-task in a fast-paced work environment. Able to work well within a team environment and in a collaborative manner. Strong analytical and problem-solving abilities. Very strong process-orientation and ability to follow through on commitments. Can navigate complex issues and escalate as needed with a sense of urgency.Qualifications Bachelors degree or relevant experience in finance, economics, business administration, accounting or a related field. Desire to pursue advanced degree or relevant certifications (e.g., CSC, CFA) beneficial. Minimum 3 years experience in a financial services organization. Excellent verbal and written communication skills, with fluency in English. Commitment to complete the Exempt Market Proficiency Exam or the Canadian Securities Course within 6 months of joining the firm. Demonstrated interest in the investment advisory or wealth management industry. Strong Microsoft Office fluency (Excel, Word, Teams).Compensation Base salary range $80,000 $90,000 CAD per annum. Performance based bonus structure. Career advancement with demonstrated performance. Comprehensive Health benefits. Retirement Plan. Up to $1,000 per annum relevant continuing education expense reimbursement. Wellness allowance up to $600 per annum. 3 weeks vacation per annum.Prime Quadrant Corp is committed to fair and accessible employment practices, and we are committed to providing accommodation for persons with disabilities. If you require accommodation in order to apply for any job opportunities or require this posting in an additional format, please contact us at or call 647-749-4118. If you are contacted by Prime Quadrant Corp regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs. *For many of our clients, we provide consulting services for all of their assets and use the Assets Under Consultation metric of measurement as we believe we have an impact on all assets held by clients whether or not we directly introduced those assets to them or not. Assets Under Consultation is different from the more traditional Assets Under Management metric of measurement.
Job Title
Senior Operations Associate