Managing Director, Investment Fund Finance

ATB; Calgary; On-site; CAD 170,000 - 185,000; Full time

Job summary

ATB in Calgary seeks a seasoned Investment Fund Finance leader to direct the financial, regulatory and tax reporting for ATB Investment Management Inc. You will oversee day-to-day fund accounting, valuations, performance and reporting, and coordinate with external stakeholders.

CP A designation required; 10–15+ years in the investment industry with strong regulatory knowledge and leadership to coach a high-performing team.

Qualifications

• CPA or equivalent professional designation.
• 10–15+ years of progressive experience in the investment industry.
• Tax training and experience is a strong asset.
• Strong understanding of industry rules and regulatory landscape.

Responsibilities

• Oversee annual and semi-annual financial and regulatory reporting and audits for ATB Fund Management Inc.
• Manage day-to-day fund accounting, valuations, performance and reporting.
• Lead tax compliance for ATB Funds, coordinating with fund administrators and external advisors.
• Ensure financial processes comply with internal controls and drive improvements.
• Oversee third-party service providers and monitor SLAs and deliverables.
• Participate in strategic initiatives including product development and technology implementations.
• Coach and develop the Investment Fund Finance team, managing performance.

Skills

CPA designation

Leadership

Investment experience

Job description

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

Leadership is in our DNA at ATB, reflecting our commitment to developing world-class leaders who can truly thrive. Our Leader DNA model sets the standard for how we lead people, drive business performance, and shape a dynamic future. This is the place for purpose-driven individuals ready to deliver impactful leadership every day.

About the role

Responsible for the management and oversight in the delivery of financial, regulatory, tax, performance reporting requirements in support of the investment products manufactured by ATB Investment Management Inc. (“ATBIM”). This role leads the investment fund finance team in managing day to day responsibilities that encompass ongoing fund administration and the financial reporting and audit cycles.

Accountabilities

• Responsible for annual and semi-annual financial and regulatory reporting and audit cycles for ATBIM’s investment products.
• Oversees the Investment Fund Finance team and all day to day fund accounting, valuations, performance and reporting requirements.
• Oversee all tax compliance for ATB Funds, including year-end and ad-hoc distribution process, liaise with fund administrator, external tax advisors, accounting and operations teams.
• Ensures financial processes are performed in accordance with internal and operational controls, proactively identifying opportunities for improvements.
• Management and oversight of ATBIM’s third party service providers (custodian, administrators, auditors), monitoring service level agreements and accuracy of deliverables and adherence to all regulatory standards
• Participate in strategic initiatives and projects including product development and launch, implementation of tools and technology to enhance ATBIM’s investment management capabilities
• Leads the Investment Fund Finance team through performance planning and assessment, coaching, developmental planning and resolution of escalated issues to ensure effective performance of the team
• Collaborate internally with ATBIM leadership team and ATB Financial teams (Finance, Internal Assurance, Third Party Risk Management, Legal, etc).

Skills, experience & requirements

• CPA or equivalent professional designation required
• 10-15+ years of progressive experience in the investment industry
• Tax training and experience considered a strong asset
• Subject matter expertise in industry rules and regulations, along with a strong understanding of the evolving regulatory landscape and proposed changes.
• Progressive leadership experience with the ability to motivate, coach and develop a high performing team
• Ability to engage teams across divisions, develop collaborative relationships and coordinate effectively to come to a mutual understanding to achieve aligned goals.
• Highly developed problem solving skills and professional judgment in handling complex or unexpected situations objectively by assessing situations, identifying and weighing alternative options, and making data-driven recommendations to solve problems.
• Ability to anticipate and identify business and regulatory issues, and deliver creative solutions and opportunities for improvements.
• Ability to work under pressure to manage competing and often time-sensitive priorities and deadlines with a high degree of ownership and accountability

Salary Range

$170,000 - $185,0000

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.