Wealthtuna & Co
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Equities Associate

Contribute to the work of the Operations team by conducting equity trade researching, analyze corporate behavior and monitor market trends. The role requires the candidate to identify new opportunities, streamline current procedures and provide support for all products..

Responsibilities

  • Monitor, analyze, and reconcile trading accounts daily by liaising with prime and executing brokers
  • Reconcile accounts across counterparties, trading systems, and internal portfolio accounting systems  in the following areas:
    • account balances and trading related activity–cash, positions (quantity and market value), activity, and dividend accruals/payment
    • non-trade related activity–asset servicing/corporate actions, dividends paid, interest, ticket charges & commission postings, and other fees
    • financing charges
  • Maintain counterparty issue lists, coordinate counterparty review meetings, and manage open issues to closure
  • Assist with various projects including but not limited to root cause analysis–identifying issues, recommending solutions, and documenting technical requirements
  • Engage with technology and support user testing and implementation of operational improvements
  • Improve existing departmental procedures, often in collaboration with the firm's other teams

Qualifications

  • Bachelor's degree. Preferably in finance, or business background, from a strong academic program
  • Previous experience in the financial services field
  • Experience preferred from a top-tier multi-strategy investment firm, investment bank, or fund manager
  • Knowledge of the trade equity derivatives preferred
  • Strong data analytical and Microsoft Office skills


To submit resumes or ask questions, e-mail tuxman06@yahoo.ca
No telephone inquiries, please.

Wealthtuna & Co is an equal opportunity employer. 

Part time Social Media Specialist

We are looking for a social media person who can post content on Facebook, Instagram, and Twitter etc. This is a part time position with up to 10 hours per week

Responsibilities

  • write social media content, create blog postsSocial content creationPlanning and managing social ads on Facebook, LinkedIn, Twitter, etc

Qualifications 

  • degree in marketing, or experience in Social Media Marketing
  • Have strong organizational and time management skills to juggle multiple tasks within the constraints of timelines
  • Have great communication skills - written, telephone, and in person
  • Be proficient in blogging.
  • Include writing samples of articles, or other work you have done
  • Job Type: Part-timeSalary: $15.00 /hourExperience:Social Media Marketing: 1 year (Preferred)


 

To submit resumes or ask questions, e-mail tuxman06@yahoo.ca 

No telephone inquiries, please. 


Wealthtuna & Co is an equal opportunity employer.

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