Managing Director, Investment & Fund Operations
Core
Lead operational excellence for Investment Fund Management and Investment Counselling, overseeing middle office, trade lifecycle, fund administration, and system transitions to support scalable growth.
Role type
Senior Managing Director, Investment & Fund Operations
Builds
Investment portfolios, mutual funds, ETFs, and alternative investment vehicles for institutional and private clients
Domain
Asset Management / Private Wealth
Required skills
Trade lifecycle management, Fund administration, Regulatory compliance (Canadian NI), Vendor & custody management, System optimization, Project management, Stakeholder leadership, Change management, Data governance, Cash management
Preferred skills
Experience with emerging products/strategies, Experience with complex asset classes
Technologies
State Street, ATB Securities Inc., Compass Portfolio, Private Counsel mandates
Responsibilities
Ensure timely trade confirmation, settlement, and reconciliation; Maintain robust internal records and performance analytics; Oversee trading team activities and operational risk; Manage fund operations including NAV and distributions; Lead product development for new fund vehicles; Manage vendor and custody relationships; Drive system enhancements and data governance; Build and mentor the operations team.
Seniority
Senior, hands-on IC with strategic leadership
