Fund Operations Lead: NAV, Reporting & Oversight

National African-American Insurance Association (NAAIA); Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A prominent insurance association in Toronto is seeking an Investment Operations Manager to oversee the delivery of services to pooled fund clients. This hybrid role calls for a financial professional with at least 6 years of experience, robust organizational skills, and a CPA designation. You will manage vendor relationships and ensure compliance with tax regulations. The organization offers a vibrant culture and professional development opportunities.

Benefits

Professional development opportunities

Inclusive culture

Career opportunities and benefits

Qualifications

• 6+ years of financial services/investment industry experience.
• Experience with tax filings and accounting policies and procedures.
• Highly organized with high attention to detail.

Responsibilities

• Oversee the delivery of support services to pooled fund clients.
• Manage vendor relationships and external service provider oversight.
• Assist in the implementation of fund-related policies.

Skills

Organizational skills

Strong communication

Analytical skills

Problem-solving

Education

University/College Degree/Diploma

CPA, CA Designation

Tools

MS Office

Job description

A prominent insurance association in Toronto is seeking an Investment Operations Manager to oversee the delivery of services to pooled fund clients. This hybrid role calls for a financial professional with at least 6 years of experience, robust organizational skills, and a CPA designation. You will manage vendor relationships and ensure compliance with tax regulations. The organization offers a vibrant culture and professional development opportunities.