Senior Investment Operations Specialist (Treasury)

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. 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.