Director, Finance Investments Operations

The Chartered Professional Accountants Of Manitoba; Winnipeg; Hybrid; CAD 120,000 - 180,000; Full time

Job summary

HEB Manitoba is seeking a Director, Finance Investment Operations to lead the investment middle and back-office functions for a multi-asset portfolio. You will ensure proper accounting, valuation, reporting, compliance, and governance while supporting onboarding and tax reclaim processes.

As a senior leader, you will drive strategic initiatives, enhance controls, and oversee relationships with custodians, managers, auditors, and service providers. Hybrid work environment in Winnipeg, MB.

Qualifications

• Bachelor's degree in Accounting, Finance, or related discipline.
• CPA or CFA designation required.
• Minimum 5 years of investment operations experience in middle/back-office functions.
• Minimum 5 years of leadership experience, including coaching and developing teams.
• Strong knowledge of investment accounting, particularly alternative investments.
• Expertise in financial reporting, internal controls, regulatory compliance, and governance frameworks.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Experience with custodial platforms is considered an asset.

Responsibilities

• Lead investment middle and back-office functions and oversee governance and controls.
• Ensure accurate accounting, valuation, reporting, and compliance for a multi-asset portfolio.
• Support investment transactions, onboarding, and tax reclaim processes.
• Manage relationships with custodians, investment managers, auditors, and service providers.

Skills

Investment operations

Leadership

Financial reporting

Governance

Excel

PowerPoint

CPA designation

CFA designation

Stakeholder management

Custodial platforms knowledge

Education

Bachelor's degree in Accounting/Finance

CPA designation

CFA designation

Tools

Excel

PowerPoint

Job description

Help us serve 100,000 of Manitoba’s healthcare professionals.We are HEB Manitoba, one of the largest pension and benefit Plans in the province.

At HEB Manitoba, Finance is a service department within HEB Manitoba that is responsible for the preparation and distribution of accurate financial information to over 100,000 healthcare workers and stakeholders. The department ensures effective financial management and a strong internal control environment while maintaining compliance Canadian Generally Accepted Accounting Principles (GAAP).

Reporting to the Vice President, Finance and Treasury, the Director, Finance Investment Operations leads all investment middle and back-office functions, ensuring the effective administration, accounting, valuation, reporting, compliance, and operational oversight of a multi-asset investment portfolio. This role is responsible for maintaining a strong governance and control framework, supporting investment transactions and onboarding activities, overseeing relief at source and tax reclaim processes, and managing key relationships with custodians, investment managers, auditors, and service providers.

As a member of the senior leadership team, the Director provides strategic and operational leadership to the Finance Investment Operations team, supports financial reporting and audit requirements, monitors investment activity and controls, and drives continuous improvement through process optimization and automation. This is a hands-on leadership role requiring extensive expertise in investment operations, accounting, financial reporting, and stakeholder management.

If you thrive in a dynamic environment and have a strong work ethic, a positive attitude and a desire to make a difference, then consider this opportunity.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related discipline.
• CPA or CFA designation required.
• Minimum 5 years of investment operations experience in middle and/or back-office functions.
• Minimum 5 years of leadership experience, including coaching and developing teams.
• Minimum 5 years of investment operations experience in middle and/or back-office functions.
• Strong knowledge of investment accounting, particularly alternative investments.
• Expertise in financial reporting, internal controls, regulatory compliance, and governance frameworks.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Experience with custodial platforms is considered an asset.

Why Join Our Team?

This is an opportunity to influence strategy, lead high-impact initiatives, and contribute to the long-term success of the organization. Your leadership, expertise, and vision will be valued and supported in a collaborative environment committed to excellence.

We offer:

• Hybrid work environment for your work/life balance.
• Comprehensive compensation and benefits including a defined benefit pension plan.
• Professional development opportunities.
• Progressive and supportive work environment.
• A comfortable, modern environment conveniently located in downtown Winnipeg with easy access to shopping and restaurants.

We thank all applicants for their interest; however only those being considered will be contacted.