Financial Services Representative engaging clients in a fast - paced Banking Centre. Providing tailored financial solutions while building meaningful relationships with clients.
SL
Hybrid Associate Director, Investment Operations, Portfolio Management
Posted 3 months ago
About the role
- Associate Director overseeing investment operations and portfolio management for subsidiary entities at SLC Management. Responsible for coordination and execution of investment and treasury activities to manage liquidity and investments.
Responsibilities
- Lead execution (setup, closing, funding and accounting) for new investments being added to the entities under the guidance of senior management
- Monitor the full portfolio of cash and investments in the entities and recommend actions as required to manage liquidity against prospective investment demands
- Co-ordinate cash movement into and out of the entities to meet new funding and investment needs
- Co-ordinate currency hedging activity with SLC derivative desk and monitor ongoing foreign currency exposure, recommending action when required
- Ongoing monitoring and reporting of investment performance to key stakeholders within the Office of the CIO team
- Use investment performance to recommend appropriate interest rate setting for loans into entities (interest rate reviewed annually), under the guidance of senior management
- Reporting and forecasting of activity in the entities to SLF ALM and other groups as required
- Co-ordinate with SLC Legal and Finance, along with SLF Tax, to ensure appropriate documentation for all activity in the entities
- Provide support to SLC Finance and Operations to ensure investment activity is recorded correctly and financial statements of each entity are accurate
Requirements
- Knowledge of broad asset classes, particularly real estate, private equity and private fixed income
- Experience with cash management/treasury functions is beneficial
- Strong process management and organization skills
- Problem solver who is confident in recommending actions
- 5+ years of experience in the investment industry
- Pursuing or completed CFA designation is recommended
Benefits
- Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time
- Market-leading maternity, parental and adoption leave top up program
- A partially-paid sabbatical program
- Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
- Flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development
- Opportunity to move along a variety of career paths with amazing networking potential
- Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & Investments
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Degree requirement
No Education Requirement
Location requirements
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