Compliance and Investment Management Lead at Bankonloop

1 day ago


Ottawa, Ontario, Canada Bankonloop Full time

About Bankonloop

Bankonloop is a fast-growing FinTech company that enables businesses to manage money seamlessly around the world, allowing clients to access more markets, accelerate their growth, and simplify their operations with our cross-border banking platform. We are looking for an ambitious professional to join our mission.

Job Summary

We are seeking a seasoned investments and compliance expert to manage our investment products while maintaining our company-wide policies, enhancing our compliance framework, and ensuring our organization complies with legislation. This role involves managing investment products, capital raising strategies, and implementing a comprehensive compliance program to ensure regulatory requirements are met.

Key Responsibilities

  • Develop and implement investment strategies that align with the firm's objectives and client needs.
  • Oversee the portfolio management function to ensure optimal performance and risk management.
  • Conduct regular portfolio reviews and performance analysis.
  • Stay abreast of market trends, economic conditions, and regulatory changes impacting investment strategies.
  • Work with the product team to build investment opportunities for clients through our product.
  • Support the leadership team on capital raising initiatives for the company's fundraising requirements.
  • Implement and manage all aspects of the compliance program to ensure the company's operations comply with legal and regulatory requirements within Canada and internationally.
  • Lead the development, implementation, and maintenance of the firm's compliance program.

Requirements

  • A minimum of 5 years of experience in compliance and portfolio management roles within the financial services industry.
  • Proficiency in portfolio management and financial analysis.
  • Demonstrated leadership capabilities, including the ability to influence and collaborate across functional teams.
  • In-depth knowledge of regulatory requirements across the Canadian payments and investment landscape.
  • Strong analytical and problem-solving skills.
  • Exceptionally clear and precise verbal and written communication skills.
  • High ethical standards and integrity.
  • Experience working in fast-paced, agile startup environments.

Benefits

The successful candidate will receive a salary ranging from $140,000 to $180,000 annually, commensurate with experience, as well as equity ranging from 0.25% to 1%. The company also offers enrollment in group health benefits after the probation period.

Salary Estimate

Based on the job description and location, the estimated salary for this position is between $150,000 and $170,000 annually.



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