Manager, Fund Events
Core
Provide expert operational support for Canadian Wealth Operations initiatives, assessing risk and financial impacts while ensuring fund system setups align with project requirements.
Role type
Senior IC fund operations manager
Builds
Canadian fund operations projects and initiatives
Domain
Financial services / Fund accounting and back-office operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Fund accounting, back-office operations, risk assessment, impact analysis, regulatory compliance, stakeholder management, process improvement, workflow development, tool development, project coordination
Preferred skills
CPA or CFA designation, bilingualism (English and French)
Technologies
Microsoft Office Suite
Responsibilities
Coordinate and support implementation of Canadian Operations projects; Engage with stakeholders to understand scope and requirements; Identify operational risks and recommend mitigation strategies; Ensure fund system setups align with project requirements; Liaise with custodians and valuation agents; Review operating models and develop workflows; Document process improvement projects; Develop tools and controls to improve efficiency; Ensure compliance with regulatory requirements and internal policies
Seniority
Senior, hands-on IC
