The Purpose of This Role:
Reporting to the Operations Manager, this position is a key member of the Operations team with the responsibility of ensuring smooth business operations by performing various day-to-day accounting, reporting, and performance-related functions. This role is also responsible for the continuous improvement of operations by suggesting and implementing innovative improvements that aim to support the short and long-term success of the firm. The successful candidate has a passion for the investment management industry and strives for continuous self-development.

What We’re Looking For:
• University degree in finance or accounting
• Some experience in the finance or accounting fields would be an asset
• Strong finance acumen and demonstrated interest for financial markets
• Progress towards a professional designation such as CFA or CPA is preferred
• Other combinations of appropriate knowledge and experience will be considered

What You Will Do:
• Perform various portfolio accounting and reporting functions such as:
o Corporate actions and class actions management
o Reconciliation of net asset values
o Periodic validation of portfolio, security, and transaction data
o General maintenance of portfolio accounting and reporting systems
o Prepare regular reporting packages for multiple clients
• Measure, analyze, validate and report investment performance and risk measures
• Provide various portfolio, performance, tax, and other information to other team members and third parties on an ad-hoc basis
• Update and maintain performance, assets, and general firm information in consultant databases
• Develop standard procedures for existing business processes; evaluate, suggest and
implement ideas to improve quality, save time, and reduce the risk of errors within these
• Maintain knowledge of the various processes and act as a resource to the team
• Continuously acquire knowledge on best practices in the investment industry, specifically
as it relates to asset management operations

Expertise You Bring:
• Strong work ethic, ability to manage multiple tasks and to prioritize
• High level of attention to detail and ability to work independently
• Experience using common productivity tools (MS Office suite of products)
• Experience automating processes with Excel VBA or other automation tools considered an
• Ability to recognize the need for changes and to find innovative ideas
• Excellent ability to analyze complex problems and find solutions
• Strong aptitude for teamwork and excellent communication skills

If you seek a challenge in line with your career aspirations and are interested in playing a key role
in the exciting development of our company, please forward your résumé by February 19, 2019,

Luc Gaudet, CFA
President and Chief Executive Officer
Louisbourg Investments Inc.
1000 – 770 Main Street, 10th floor
Moncton, NB E1C 1E7

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