At Opus, integrity isn't just a principle. It's how we do business. As an independently owned company operating in seven countries, we’ve built our success by staying true to our values: questioning everything, embracing change, building not buying, winning together, and doing the right thing. Our employees see the difference - we’re a certified Great Place to Work® in Canada, the USA, Ireland, and the Philippines. If you share our beliefs and want to be part of a team that values innovation, accountability, and doing the job right, we’d love to connect.
This Opportunity
The Investor Relations Service Associate supports investor and client servicing with a primary focus on transaction review and wire release activities. The role ensures accurate, timely, and compliant processing and supports day-to-day investor queries.
Key Responsibilities:
Transaction Review & Processing (~70-80% of role)
Review and release wire payments in line with internal controls and approval thresholds.
Review investor capital activity (subscriptions, redemptions, transfers) for accuracy and completeness.
Partner with IR Ops to ensure month-end capital activity is completed on time and within client SLAs.
Review and release investor communications (e.g. contract notes, capital call notices).
Escalate processing issues that may impact settlement, reporting, or compliance timelines.
Act as primary IR contact for assigned client relationships and respond to investor and client queries within agreed SLAs.
Coordinate with internal teams (Client Solutions, Fund Accounting, Legal) to resolve investor issues.
Escalate client or investor issues that may delay transaction processing or reporting.
Monitor and resolve escalations that may impact AML, FATCA, or investor reporting.
Identify control gaps or risk issues and elevate promptly to management.
Process Improvement
Identify and report recurring issues in wire and trade review workflows.
Support system or workflow changes related to IR operations as required.
Required Skills & Experience:
1-3 years’ of experience in Investor Relations, Transfer Agency.
Direct experience reviewing investor transactions (subscriptions, redemptions, transfers).
Direct experience reviewing and releasing wire payments.
Experience in fund administration is an asset.
Experience responding to client and investor queries within SLAs.
Working knowledge of AML, FATCA, and investor documentation requirements.
Strong attention to detail with the ability to manage high-volume, time-sensitive tasks.
Effective communication skills and ability to work with multiple internal teams.
We want to give our colleagues the best start possible. That’s why we provide regular in-office training during your first few months, giving you the tools and knowledge to thrive. Once you’re up to speed and confident in your role, you’ll have the flexibility to transition to our hybrid work model which is currently 3 days per week in office.
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