Asset Management Leader: Delivering Excellence in Investment Operations
2 days ago
iA Financial Group is a leading financial services institution with over $235 billion in assets, serving more than five million clients and 50,000 advisors across Canada and the United States.
Job SummaryWe are seeking an experienced Asset Management Leader to head our Investment Performance team, responsible for delivering high-quality analytical support to all investment teams. As a seasoned leader, you will define and execute the strategy for delivering Operations services, manage business relationships, and provide streamlined access to quality portfolio management data.
Responsibilities- Define and execute the strategy for delivering Operations services, including data and analytics strategy and digital strategy for Investments.
- Manage close business relationships with all clients in the sector, leveraging sector partners and product-oriented organization.
- Provide streamlined access to quality portfolio management data, responsible for portfolio and fund performance calculations, integrating new activities and products, building portfolio analyses, and contributing to client market analyses.
- Coordinate involvement of Operations teams and service centres required to carry out these activities, Business Solutions (IT), Data Management and Governance, Data Science and Visualization.
- Identify transformations requiring project mode, initiate projects when necessary, and be accountable for deliverables in your sector.
- Master's degree in financial engineering, finance, business administration, software engineering, computer science or equivalents.
- CFA, FRM, CPA or comparable certification major asset.
- A minimum of 15 years of relevant experience in investment-related roles and advanced knowledge of investment.
- A minimum of 7 years of experience in team management and development roles.
- Dual financial and analytical skills, backed by experience and training.
The estimated salary range for this role is between $150,000 to $200,000 annually, commensurate with experience and qualifications.
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