Supervisor of Asset Management

2 weeks ago

Vancouver BC, Canada Odlum Brown Limited Full time

WHO WE ARE Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms.

We are honoured to be nationally recognized as one of Canada’s Best Managed Companies and one of Canada’s Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team members, clients and communities.

Guided by a set of timeless core values – Clients First, People, Accountability, Independence, Integrity and Community – we are very proud of the vibrant culture that we have built and sustained for many years. We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers, musicians, yogis, world travelers and every other variety of person you can imagine. COMMUNITY
We are serious about supporting the communities where we live and work. A recipient of a Canada’s Volunteer Award from the Government of Canada, we are committed in heart and mind to everything we do in the community, and we work hard to inspire passion and fun while doing it.

PROFESSIONAL DEVELOPMENT
We are committed to providing career-long support for learning and growth.

We have an opportunity for a Supervisor, Corporate Actions to join our award-winning firm in the Vancouver office.

This role requires an experienced and hands-on Supervisor to lead our Corporate Actions team. We are looking for a Corporate Actions subject-matter expert to manage the day-to-day operations. Inspire, coach, support and develop the Corporate Actions team
Conduct formal performance review activities and coach for performance all year long
Leverage the talent management program to identify and mentor emerging leaders for succession planning initiatives
Coordinate and supervise activities required for the effective day-to-day operation of the Corporate Actions team
Support training programs directed towards our investment advisory team
Develop subject matter expertise for all facets of Corporate Actions requirements, including maintaining up-to-date reference manuals
Maintain high level of data accuracy for assurance in quality output
Exercise good judgment in setting priorities and undertaking complex administrative tasks

Minimum of five years of corporate actions or related industry experience
Undergraduate degree or equivalent work experience in a business-oriented discipline
Ability to problem solve and exercise good judgment and decision making within a regulatory framework
Experience with Broadridge’s Dataphile platform or similar data processing system
Proficiency in Microsoft 365
Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), Investment Funds in Canada (IFC) courses or Chartered Professional Accountant designation is an asset


We are a diverse, driven group of individuals who genuinely care about one another and encourage and appreciate each other’s contributions. flexible work options;

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