Managing Director, Investment Fund Finance
Core
Lead the investment fund finance team to manage financial, regulatory, tax, and performance reporting for ATB Investment Management Inc.'s investment products.
Role type
Senior IC Managing Director, Investment Fund Finance
Builds
Investment products and fund administration services for ATB Investment Management Inc.
Domain
Financial Services / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Fund accounting, financial reporting, regulatory compliance, tax compliance, team leadership, third-party vendor management, strategic project management
Preferred skills
Tax training, problem solving under pressure, stakeholder collaboration
Technologies
Fund administration systems, regulatory reporting tools
Responsibilities
Manage annual and semi-annual financial and regulatory reporting and audit cycles; oversee day-to-day fund accounting, valuations, and performance reporting; ensure tax compliance and liaise with external advisors; manage third-party service providers (custodians, administrators, auditors); lead team performance planning and development; collaborate with internal leadership and risk/legal teams
Seniority
Senior, hands-on IC with strategic oversight