Toronto, Ontario, Canada
- Assist in administrating the pooled funds under the ACPI Investment Fund Management (IFM) Platform + the Unified Managed Account (UMA) platform - Approve Net Asset Value strikes for ACPI pooled funds - Creating invoices for ACPI sub-advisors on the UMA platform - Analyzing data sets to report firm performance among all platforms (IFM & UMA) via Excel - Creating and updating marketing tools for ACPI advisors and their offerings - Solving daily inquiries from ACPI advisors and partners - Continually striving to improve business processes regarding UMA/IFM platform and reporting