Director, Fund Operations

2 weeks ago

Edmonton, Alberta, Canada ATB Financial Full time
At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

Life at ATB is about more than work. In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About the role

As ATB's next Director, Fund Operations you will build and lead an operational team that supports the administration and day-to-day operations of the investment products manufactured by ATB Investment Management. This role collaborates regularly with internal teams and third party service providers to efficiently and effectively run the daily fund operations, while continually developing and enhancing operational processes.

Accountabilities

- Oversight of the team ensuring operational tasks and responsibilities are completed accurately and in a timely manner. This includes fund and unitholder level reporting, data reconciliations, market openings and renewal documentation, dealer setups and onboarding, ongoing monitoring of service level agreements, vendor invoice reviews, and collaboration with the portfolio trading team with regards to settlements and cash movements.
- Identify, develop, and implement effective and efficient process or system improvements in order to strengthen daily core tasks and support business growth.
- Ongoing documentation of procedures in an ever changing environment, along with providing direction and training to the investment fund operations team on new or existing functions.
- Keen understanding of key mutual fund processes and department functions in order to effectively coordinate and provide backup coverage during team member absences.
- Partner with other ATBIM leaders to support a variety of strategic initiatives and projects, supporting future product development, as well as the implementation of tools and technology that enhance our investment management capabilities.
- In partnership with ATBIM senior leadership, steers and drives the vision for the middle and back office.
- Provides effective leadership, direction, coaching and development of the investment fund operations team members, which includes setting individual objectives as well as ongoing check ins and quarterly performance reviews.

Skills, experience & requirements

- Post secondary education preferred or an equivalent combination of education and experience, CSC or IFIC certification an asset.
- Minimum 8-10 years of industry experience with 3-5 years of leadership experience.
- Advanced understanding of operational processes and administration as it relates to Mutual Funds, ETFs, and Pooled Funds.
- Ability to adapt well in different situations and balance competing projects and priorities, motivating and supporting team members to do the same.
- Highly organized approach to work and ability to meet time sensitive deadlines.
- Strong interpersonal communication (written and verbal) and listening skills.
- Demonstrated ability to coach and motivate direct reports to achieve team and individual goals.
- Proficient with technology (hardware and software) including the Google Suite and MS Word/Excel.
- Prior experience with technology implementation considered an asset.

Don't meet all the requirements on the list?
A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you're seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We're dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

What happens next?
If you are shortlisted, you'll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com.

Stay in touch
We're excited that you're interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.

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