Senior Associate, Investment Operations

IKO Industries; Toronto; On-site; CAD 110,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation

Health care

Teamwork and integrity

Job summary

IKO Industries Ltd. in Toronto is seeking a Senior Associate to lead end-to-end investment operations across multiple entities.

You will manage account openings, KYC/AML due diligence, and settlement processing, coordinating with custodians, brokers, and service providers to ensure accurate and timely activity. The role requires 4–5 years in investment operations, familiarity with trade lifecycles and strong Excel/database skills.

Qualifications

• Post-Secondary Degree with emphasis on Business Administration / Finance / Accounting.
• 4–5 years of experience in investment operations, fund administration, or a related role.
• Familiarity with KYC/AML requirements and account documentation.

Responsibilities

• Lead end-to-end account opening processes across multiple entities and custodians.
• Execute KYC/AML due diligence, documentation collection, and ongoing monitoring.
• Monitor compliance with investment policies, regulatory requirements, and governance standards, and recommend process improvements to strengthen operational controls.
• Process and reconcile trade settlements across asset classes, ensuring accurate and timely execution.
• Act as primary liaison with custodians, brokers, counterparties, and service providers.
• Track and Monitor cash movements, fees and expenses, capital calls, subscriptions, redemptions, corporate actions, and position reconciliations.
• Analyze portfolio performance, investment holdings, and manager results across multiple entities and asset classes, identifying trends, risks, and opportunities.
• Support investment research as it relates to Foundations/ other entities
• Lead implementation and enhancement of investment operations systems.
• Develop and maintain dashboards, reporting tools, and databases to support investment reporting and operational decision-making.
• Identify process improvement opportunities and recommend enhancements to investment reporting, controls, and operational processes.
• Work closely with the tax team to provide support for tax filings, year-end audits and compliance.

Skills

KYC/AML compliance

Trade settlement knowledge

Excel

Data analysis

Cross-entity coordination

Education

Post-Secondary Degree in Business/Finance/Accounting

Tools

Databases

Investment reporting tools

Job description

IKO Industries Ltd. is a market leader in the manufacturing of roofing and building materials. IKO is a Canadian owned and operated business with production facilities worldwide and has many years of unparalleled success in the roofing materials industry. Quality, integrity, and trustworthiness are the values that underlie this success, and we have built this company by hiring people who hold these values. People like you!

Senior Associate, Investment Operations Division: Treasury

Responsibilities

• Lead end-to-end account opening processes across multiple entities and custodians
• Execute KYC/AML due diligence, documentation collection, and ongoing monitoring
• Monitor compliance with investment policies, regulatory requirements, and governance standards, and recommend process improvements to strengthen operational controls.
• Process and reconcile trade settlements across asset classes, ensuring accurate and timely execution
• Act as primary liaison with custodians, brokers, counterparties, and service providers.
• Track and Monitor cash movements, fees and expenses, capital calls, subscriptions, redemptions, corporate actions, and position reconciliations
• Analyze portfolio performance, investment holdings, and manager results across multiple entities and asset classes, identifying trends, risks, and opportunities.
• Support investment research as it relates to Foundations/ other entities
• Lead implementation and enhancement of investment operations systems.
• Develop and maintain dashboards, reporting tools, and databases to support investment reporting and operational decision-making.
• Identify process improvement opportunities and recommend enhancements to investment reporting, controls, and operational processes.
• Work closely with the tax team to provide support for tax filings, year-end audits and compliance.

Required

• Post-Secondary Degree with emphasis on Business Administration / Finance / Accounting
• 4–5 years of experience in investment operations, fund administration, or a related role
• CFA / CPA/ CTP an asset
• Working knowledge of trade lifecycle, settlement processes, and reconciliation
• Familiarity with KYC/AML requirements and account documentation
• Strong Excel skills; experience with databases
• Detail-oriented with the ability to manage multiple priorities across entities
• Exposure to multiple asset classes (equities, fixed income, alternatives)
• Background in process automation or systems implementation

Benefits of Employment

• We are pleased to offer competitive compensation, health care, a progressive and challenging workplace and a commitment to teamwork and integrity.

Diversity and Equal Opportunity Employment

IKO Industries Ltd. is an equal opportunity employer.

We are committed to diversity and inclusion and are pleased to consider all qualified applicants for employment without consideration to race, religion, creed, color, national origin, age, gender, sexual orientation, marital status, veteran status or disability.

IKO Industries Ltd. encourages and welcomes applications from people with disabilities.

Accommodations are available on request for candidates taking part in all aspects of the selection process.

We would welcome the opportunity to consider you for one of our great opportunities!