Senior Associate managing investor services for Hedge/Private Equity funds in a hybrid role. Responsible for investor communication, transaction processing, and compliance with AML requirements.
About the role
- Detail-oriented Originations Associate supporting underwriting and sales teams at leading Canadian fintech company. Reviewing applications, verifying business information, and processing funding requests in a collaborative environment.
Responsibilities
- Review applications from prospective clients, performing checks and following up on opportunities needing attention
- Organize, enter details, and save documents into Salesforce to assess a company's financial situation
- Prioritize incoming requests from partners based on pre-determined criteria, including email correspondence and eligibility confirmation
- Analyze submissions to determine if they can be declined at an early stage
- Track the lifecycle of deals by proactively completing due diligence tasks
- Work with proprietary data scoring models by verifying sales and performing credit checks on related business owners
- Create agreements and verify customer details
- Gather and synthesize business information by reviewing various sources, including internet searches, credit and bankruptcy reports, and industry information
Requirements
- High school diploma or equivalent (University/college degree is an asset)
- Minimum typing speed of 50 WPM
- Experience in administrative or financial roles preferred
- High level of computer literacy
- Comfortable in a busy operation and able to remain calm under pressure
- Strong attention to detail and accuracy
- Ability to work independently and collaboratively in a team environment
- Excellent organizational and prioritization skills
- French language skills (potential asset)
- Experience with Salesforce or similar CRM platforms (potential asset)
Benefits
- Competitive salary with paid overtime for weekend coverage
- Comprehensive group health benefits (Life, AD&D, Extended Health & Dental and Travel Insurance)
- Company-wide monthly Lunch and Learns and team events
- A collaborative team environment
- Education and learning benefits
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