Growing more than wealth.

Kinsted Wealth is a mid-sized Calgary based discretionary portfolio management firm. The company was founded in 2003, with the vision of delivering wealth counselling better than has ever been done before. We strive to achieve this goal daily by offering clients access to a diverse set of investments that go beyond the conventional stock and bond portfolio. Our efforts include minimizing conflicts of interest, comprehending our clients' goals, and collaborating with their other advisors to recognize and address their evolving wealth needs.

Position Overview

In the role of a Trade Support Administrator, you hold a pivotal position within the Kinsted portfolio management team. This opportunity allows you to acquire in-depth insights and contribute to various facets of the business. Your responsibilities encompass serving as our trade administrator, ensuring the proper reconciliation of our client accounts, rebalancing clients mandates, raising cash on a daily basis, among other duties. Guided by the Director of Operations and working closely with the Chief Investment Officer, your objective will be to meet the needs of both our team members and clients.

Key Activities

•         Trade execution and allocation of pooled funds.

•         Classification of securities.

•         Process trade requests from Wealth Counsellors.

•         Generate Cash Flow reports for discretionary clients.

•         Reconcile daily transactions, positions across our various systems for client accounts.

•         Participate in new platform testing.

•         Monitoring clients account cash level daily, invest excess cash and rebalance account to target weights.

•         Raising cash for monthly management fees.

•         Ensure daily settlement totals for Credential Asset Management (CAM) and Credential Qtrade Securities (CQSI) match the central depository.

•         Ensure policies and procedures are documented, reviewed and kept current.

•         Improve and maintain our Trade Support Processes, data and systems to minimize risk and maximize efficiency.

•         Upload and execute guideline and trade allocation file.

•         Monitor cash exposures in each of the Pools.

Secondary Activities

•         Understand and have practical knowledge of the integration of all asset classes, especially alternatives into portfolios managed by Kinsted.

•         Prepare monthly Pool Factsheets and Model Composites.

•         Monitor capital calls and distributions from private holdings, facilitate fund transfers, record transactions, and analyze expected cash flow of the pools by tracking outstanding capital commitments.

•         Assist the Chief Investment Officer (CIO) and Wealth Counsellors in managing the day-to-day administration of the pools, investment platform, and other ad-hoc projects.

•         Conduct quantitative and qualitative research on external investment managers and strategies.

•         Monitor, track, calculate, analyze, and report on the investment performance of holdings, participating in money manager reviews and contributing to the development of monthly/quarterly reports.

•         Participate in research and review of new asset classes and investment strategies, to help support the investment diligence process related to investment strategies and CIO decisions across asset classes.

Behaviours, Skills, and Competencies

•         1-3 years of trade operations experience in Investment Management or related field.

•         Experience in processing and reconciling trades.

•         Attention to detail with the ability to prioritize incoming tasks.

•         Broad financial markets knowledge and specialized subject matter expertise and/or across asset classes, including derivatives.

•         Strong teamwork-based approach and a passion for investments.

•         Proficiency in risk analytics systems would be an asset.

•         Bachelors degree related to investments, economics finance, and/or quantitative analysis is preferred.

•         Trader Training Course (TTC), achieved or in progress, is considered an asset.

Applications: To learn more or apply for this role, please send a resumé by email to Sarah Ince at careers@kinsted.com. The posting will be open until a suitable candidate is found.  Only successful candidates will be contacted.

Kinsted Wealth is a mid-sized Calgary based discretionary portfolio management firm. The company was founded in 2003, with the vision of delivering wealth counselling better than has ever been done before. We strive to achieve this goal daily by offering clients access to a diverse set of investments that go beyond the conventional stock and bond portfolio. Our efforts include minimizing conflicts of interest, comprehending our clients' goals, and collaborating with their other advisors to recognize and address their evolving wealth needs.

Position Overview

In the role of a Client Service Associate, you hold a pivotal position within the Kinsted Client Service team. The ideal candidate will be well-rounded with strong interpersonal skills, excellent communication skills, high attention to detail, organized, ability to work well within a team, able to learn new computer programs quickly, have a solid understanding of the Microsoft Office products and be able to multi-task and thrive in a fast-paced and dynamic environment. Experience in the financial services industry and with investment products would be beneficial.

Key Activities

•         Produce and reconcile daily reports.

•         Make deposits and withdrawals for clients.

•         Maintain and update the client / contact CRM.

•         Liaise with the trading department and custodian (Aviso).

•         Prepare new account applications and initiate and track transfers.

•         Respond promptly to client inquiries & requests.

•         Prepare client meeting packages for the Wealth Counsellors.

•         Coordinate and maintain multiple calendars for Wealth Counsellors.

•         Assist with various operations projects as required.

Behaviours, Skills, and Competencies

•         1-3 years of client service experience in Investment Management or related field.

•         Attention to detail with the ability to prioritize incoming tasks.

•         Strong teamwork-based approach and a passion for client service.

•         Proactive approach to client service and communication.

•         Bachelors degree related to investments, economics finance, and/or quantitative analysis is preferred.

•         Canadian Securities Course (CSC), achieved or in progress, is considered an asset.

Applications: To learn more or apply for this role, please send a resumé by email to Sarah Ince at careers@kinsted.com. The posting will be open until a suitable candidate is found.  Only successful candidates will be contacted.