Manager, Investments
3 weeks ago
Overview:
The Manager, Investments is responsible for administrative management and reporting activities related to the University’s investments, including mandates related to the University’s registered pension plan, endowment, trust funds and expendable funds. The Manager is required to implement, monitor and report on items related to the general administration of the investment mandates and the University’s responsible investment activities, as defined through University policies. The Manager will also work closely with Treasury staff to maximize available returns on cash reserves and cash-equivalent investments, while maintaining sufficient liquidity to meet the University’s operating needs and adhering to institutional risk tolerances.
**Responsibilities**:
Investment Administration
- Primary day-to-day contact for investment service providers, including investment managers, brokers, performance measurement, and custodial services
- Manage and maintain accounts with investment services providers, including signing authorities, reporting access, and Know Your Client/compliance submissions
- Monitor and report on investment performance to Finance Senior Team and in support of reporting to Board subcommittees
- Review investment portfolios and ensure compliance with University investment policies and risk tolerances
- Review and recommend updates to investment policies, guidance and procedures
- Coordinate investment actions, based on Board subcommittee and investment signing authority approvals
- Complete initial reviews of investment contracts and/or contract amendments, highlighting issues/concerns and making recommendations to the Director, Treasury
- Manage the preparation of financial statements for the University’s registered pension plan, and act as the primary contact for the annual pension audit
- Provide recommendations to the Director, Treasury for expendable fund investments
- Maintain cash flow and investment income analysis related to various investment mandates
- Manage monthly and year-end investment processes, workbooks, accounting entries and related auditor requests
Responsible Investing
- Maintain an action plan for the University’s responsible investment activities, compliant with Board subcommittee work plans and University policies
- Measure and report on carbon metrics within University investment portfolios, and track against University objectives and commitments
- Engage with consultants, investment managers, businesses and collaboration groups, as necessary, to communicate the University’s commitment to, and positions on, responsible investing
- Manage the preparation and submission of annual reporting, in line with the University’s membership in the UN Principles for Responsible Investment
- Work to develop an annual responsible investment report with the intent for public consumption
Endowments
- Work with the Director, Treasury to set annual expendable rate for the University endowment program
- Analyze endowment investments to project annual revenues and cash flows, and make recommendations to Senior Finance Team where required to ensure endowment objectives are met
- Work with the Office of Advancement to ensure appropriate reporting to University endowment donors
- Manage year-end endowment accounting processes and workbooks, and facilitate related auditor requests
Other
- Serve on or act as a resource to committees and working groups, as required
- Participate in and support other department projects, as required
- Provide backup to other Finance functions, as required
- Develop productive, collaborative working relationships with colleagues
- Contribute to a culture of continuous improvement in terms of efficiencies and leveraging financial systems capabilities and new technologies
Qualifications:
- University undergraduate degree preferably in Accounting, Business or Finance
- Chartered Professional Accountant (CPA) designation from CPA Canada
- Chartered Financial Analyst (CFA) would be an asset
- Minimum 5 years’ experience in an accounting/finance/investment-related environment
- Minimum 3 years of experience managing/coaching staff and/or providing administrative leadership
- Demonstrated experience in financial and investment analysis/reporting
- Previous experience with a significant financial system/ERP preferred
- Experience in higher education, public sector, or other not-for-profit environment preferred
- Direct experience in working with financial services providers preferred
- General knowledge of capital markets and impacting market forces
- Demonstrated ability to communicate and collaborate effectively with individuals at all levels of an organization
- Superior ability to communicate technical and financial information and concepts to a broad range of stakeholders
- Demonstrated ability to work in cross functional teams and strong skills in building and maintaining constructive relationships
- Excellent interpersonal and communi
-
Manager, Investments
3 weeks ago
Waterloo, Canada University of Waterloo Full timeOverview The Manager, Investments is responsible for administrative management and reporting activities related to the University’s investments, including mandates related to the University’s registered pension plan, endowment, trust funds and expendable funds. The Manager is required to implement, monitor and report on items related to the...
-
Director Investment Finance
4 weeks ago
Waterloo, Canada Millar Cameron Full timeMillar Cameron is partnering with MEDA to find an exceptional Director Investment Finance. Location Remote/Waterloo, Ontario Ref A002384 MEDA is an international economic development organization that creates business solutions to poverty. They work in agri-food market systems, focusing primarily on women and youth in rural communities in the Global...
-
Director Investment Finance
3 weeks ago
Waterloo, Canada Millar Cameron Full timeMillar Cameron is partnering with MEDA to find an exceptional Director Investment Finance. Location Remote/Waterloo, Ontario Ref A002384 MEDA is an international economic development organization that creates business solutions to poverty. They work in agri-food market systems, focusing primarily on women and youth in rural communities in the Global...
-
Director Investment Finance
3 weeks ago
Waterloo, Canada Millar Cameron Full timeMillar Cameron is partnering with MEDA to find an exceptional Director Investment Finance. Location Remote/Waterloo, Ontario Ref A002384 MEDA is an international economic development organization that creates business solutions to poverty. They work in agri-food market systems, focusing primarily on women and youth in rural communities in the Global...
-
Investment Advisor
1 month ago
WATERLOO, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionGrow your business, your way â with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youâve dreamed of starting your own business, but havenât had the training, support, and resources from a company like RBC. Here, youâll...
-
Investment Advisor
4 weeks ago
Waterloo, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you...
-
Director Investment Finance
4 weeks ago
Waterloo, ON, Canada Millar Cameron Full timeMillar Cameron is partnering with MEDA to find an exceptional Director Investment Finance. Location Remote/Waterloo, Ontario Ref A002384 MEDA is an international economic development organization that creates business solutions to poverty. They work in agri-food market systems, focusing primarily on women and youth in rural communities in the Global South...
-
Director Investment Finance
3 weeks ago
Waterloo, ON, Canada Millar Cameron Full timeMillar Cameron is partnering with MEDA to find an exceptional Director Investment Finance. Location Remote/Waterloo, Ontario Ref A002384 MEDA is an international economic development organization that creates business solutions to poverty. They work in agri-food market systems, focusing primarily on women and youth in rural communities in the Global South...
-
AVP, Retail Wealth and Investments Technology
2 weeks ago
Waterloo, Canada Sun Life Full timeJob Description : We are on an exciting path to accelerate Sun Life Canada’s wealth and investment capabilities through new offerings, innovative solutions, personalized experiences and digitized processes. Reporting to the VP, Client Journeys and Agile Excellence Domain, the AVP (Assistant Vice-President), Retail Wealth and Investments Technology ...
-
Administrative Assistant/coordinator
7 days ago
Waterloo, Canada Young Financial Group Full timeDo you have experience working in the financial services industry, or a related industry such as legal or insurance? Do you have a Mutual Funds Licence, or are you willing to obtain one? Do you have an understanding of financial terminology, and an interest in learning more? Are you looking to join a small, close-knit, and supportive team? **About Us**: At...
-
Vice President, Public Portfolio Management
4 days ago
Waterloo, Canada Equitable Life of Canada Full timeAt Equitable Life of Canada, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff. Join...
-
Waterloo, Canada Sun Life Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
-
Manager, Financial Planning
5 days ago
Waterloo, ON, Canada RideCo Inc. Full timeRideCo is a venture backed high-tech firm that has achieved product-market fit and is in the scale-up growth phase. You will be responsible for overseeing the finance, legal, KPI management, investor reporting, and human resources functions of the company.Financial Strategy and Strategic Planning: Monitor financial performance and recommend...
-
Underwriting Manager
4 weeks ago
Waterloo, Canada Sun Life Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
-
Waterloo, Canada Sun Life Full timeJob Description : The Investment Solutions Individual Expense Management team is responsible for providing accurate and timely financial information to enable effective management decision-making, working collaboratively with our business partners in Investment Solutions, other Canadian Business Units and Canadian and Corporate Finance. The Senior...
-
Manager, Business Innovation Platforms
1 day ago
Waterloo, Canada Sun Life Full timeJob Description : About the role: Sun Life Global Investments brings together the strength of Sun Life Financial with the best in asset management from around the world to offer a line-up of unique world class investment solutions. This position is part of the Strategy & Analytics business unit, which is accountable for the overall corporate strategy,...
-
Materials Manager
4 weeks ago
Waterloo, Canada itec group, Inc. Full timeitec group is currently recruiting for an experienced Materials Manager for a Manufacturer in the GTA. The successful candidate will have proven leadership ability and a strong background in Materials Management within a manufacturing environment. This is a great opportunity to join a company that is truly invested in their employees, the community and the...
-
Property Manager
2 weeks ago
Waterloo, Canada KILLAM APARTMENT REIT Full timeKillam Apartment REIT (TSX:KMP.UN), is a growth-oriented real estate investment trust which owns, manages and develops multi-family residential properties in Atlantic Canada, Ontario, Alberta, and British Columbia. Killam is focused on maximizing its value and long-term profitability through increasing earnings, expanding the portfolio through acquisitions...
-
Professional Wealth Branch Manager
3 days ago
Waterloo, Canada TD Bank Full time**Work Location**: Waterloo, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **CUSTOMER**: - **Ensure client needs are fully assessed and that referrals to other areas of TD are made smoothly and effectively**: - **Negotiate and execute an annual branch business plan and review individual business plan from each...
-
Manager, Training- Knowledge Management
5 days ago
Waterloo, Canada Definity Financial Corporation Full timeJob ID : 7367 Category : Personal Insurance Brand : Economical Regular/Temporary : Regular Fulltime/Parttime : Full Time Location : Waterloo, Canada Posting Range : $74,100 - $136,500 Economical is part of Definity, which includes some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family...