Creation and ongoing maintenance of portfolio investment master records.
Processing of trades from centralized and decentralized exchanges.
Reconciliation of cash, positions, and profit & loss (P&L) across multiple exchanges, wallets, and custodians.
Securitize is bringing the world on-chain through tokenized funds in partnership with top-tier asset managers. It is a global, fully remote team consisting of top talent from the blockchain and financial services industries.
Oversee the processing of investments and transactions.
Onboard and verify new clients while maintaining legal compliance.
Support our Investor Relations team, along with other various teams throughout the organization.
Fundrise is a financial technology company that aims to build a better financial system for the individual. Founded in 2012, they are the largest direct-to-investor real estate investment platform in the United States.
Support leading the day-to-day operations of our Staking function, ensuring operational excellence is maintained, and key tasks are executed correctly and on time.
Find opportunities to strengthen our internal controls, reduce any weaknesses & risks, and help scale processes within our crypto operations team.
Work closely with our Compliance & Finance teams to ensure our processes, controls, and reporting are adhering to regulatory standards (i.e CIRO, OSC).
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. With over 3+ million users who trust them with more than $100 billion in assets, their teams ship often and make an impact with groundbreaking ideas. They value collaboration and humility as they continue to create inclusive and high-performing teams.
Monitors the ongoing financial health of the syndicated loan portfolio.
Tracks portfolio performance for delinquency, charge-offs, and risk migration.
Maintains direct contact with external agents to coordinate receipt of compliance certificates, financial models, notices, and other credit related reporting.
Banner Bank started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals.
Provides high quality administrative support to Financial Advisors. Services a high volume of daily interactions with clients. Processes client financial transactions and expenses.
Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services.