Description

Business Unit : investment operations / Team : visualization / Québec-Montréal-Toronto / Hybrid / Start date: as soon as possible

Our Investment Operations team is looking for a Leader to join its Visualization team. The candidate would be joining a team that performs a critical role in the production and oversight of financial statements and other fund publications, in addition to playing a significant role in our strategy towards implementing and strengthening the industrialisation of institutional client reporting. This position requires strong analytical skills, a deep understanding of financial reporting standards and regulation.

 Reporting to the Director, Fund Operations Management and Visualization, your responsibilities will include:

• Support a team responsible for gathering, verifying, and organizing financial data from various sources to prepare financial statements and fund publications for mutual funds and segregated funds.
• Ensure the accuracy and completeness of financial statements performed by the team, including the income statement, balance sheet, cash flow statement, and statement of shareholders’ equity
• Work with internal and external teams to ensure data governance and accuracy of financial data
• Implement the visualisation solution for institutional client reporting through a robust action plan, monitor the progress and evaluate the results
• Assess client needs and collaborate with teams to understand data needs and requirements for institutional clients and establish visualization models and solutions to meet those requirements.
• Provide guidance to team members and identify training needs to improve team performance

Requirements

Education:

• Bachelor’s degree in finance, Accounting, Economics, or a related field.
• Professional certifications such as CPA may be preferred.

Experiences:

• Minimum of 10 years of experience in financial industry with minimum of 2 years in project management
• Strong understanding of net asset value calculations, investment products and performance
• Strong knowledge of IFRS standards and regulatory requirements
• Proficiency in data visualization tools and development of visualization models to meet client requirements
• Experience in client management and good understanding of institutional client reporting needs
• Demonstrated experience collaborating with internal and external teams

Skills:

• Ability to influence and motivate a team, provide guidance, and foster a positive work environment.
• Strong organizational and time management skills to manage multiple projects effectively within the team
• Strong analytical and problem-solving skills, with the ability to interpret and understand complex financial information
• Excellent written and verbal communication skills to effectively communicate with team members, clients, and stakeholders
• Advanced level of French and English language proficiency as the role requires daily interaction with our unilingual English supplier BNY, as well as with clients, both verbally and in writing. The person will also be required to produce financial reports in both languages. Because this role involves a culture change and an operating model on a North American scale, the successful candidate will need to be bilingual (English and French). 

Does this sound like you? Don’t miss this opportunity; come invest your talent in a company of renown!

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