Senior Associate, Investment Operations

IKO North America; Toronto; On-site; CAD 85,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation

Health benefits

Job summary

IKO Industries Ltd. in Toronto is seeking a Senior Associate, Investment Operations to own the operational backbone of investment activities across multiple entities.

You will handle onboarding, trade execution, reporting, and ongoing process improvements in a hands-on role spanning finance, tax, compliance, and technology. The role requires 4–5 years in investment operations, strong Excel and data skills, and familiarity with KYC/AML requirements.

Qualifications

• Post-Secondary Degree in Finance, Accounting, or Business Administration.
• Experience in investment operations or fund administration, 4–5 years preferred.
• Familiarity with trade lifecycle, settlement, and reconciliation.
• Knowledge of KYC/AML requirements and documentation.

Responsibilities

• Lead end-to-end account opening across entities and custodians.
• Execute KYC/AML due diligence, documentation collection, and monitoring.
• Monitor compliance with investment policies and governance standards.
• Process and reconcile trade settlements across asset classes.
• Primary liaison with custodians, brokers, counterparties, and service providers.
• Track cash movements, fees, expenses, capital calls, subscriptions, redemptions.
• Analyze portfolio performance and manager results across entities and classes.
• Support investment research for Foundations/ other entities.
• Lead implementation and enhancement of investment operations systems.
• Develop dashboards, reporting tools, and databases for investment reporting.
• Identify process improvement opportunities in reporting and controls.
• Collaborate with tax team for filings, audits, and compliance.

Skills

KYC/AML familiarity

Attention to detail

Multi-entity coordination

Process automation

Strong communication

Education

Post-Secondary Degree in Business/Finance/Accounting

Tools

Excel

Databases

KYC/AML software

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

We're looking for a Senior Associate, Investment Operations, to join our Treasury team and take ownership of the operational backbone of our investment activities. This is a hands‑on role spanning the full lifecycle of investment operations—from onboarding new accounts through trade execution, reporting, and continuous process improvement across multiple entities.

You’ll work at the intersection of finance, tax, compliance, and technology, with significant latitude to build systems and streamline workflows as we scale.

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

IKO recognizes that its success is due to the strength of its employees. A primary goal of IKO is to promote individual employee’s sense of accomplishment and contribution so that employees enjoy their association with IKO. The Company invests in its employees so that they are the most knowledgeable in the industry, and undertakes great efforts to nurture loyalty to, and teamwork at, IKO. 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.