Job DescriptionResponsibilitiesYour Role: - Build and maintain client relationships and act as their primary Investor Relations client relationship manager and an escalation point for their interaction with the team
- Proactively manage the team's daily workflow, ensuring that deadlines are met and controls are adhered to
- Ensure that capital transactions and NAVs are processed correctly and efficiently by the team and the associated records are filed and maintained efficiently and comprehensively
- Ensure that investor reporting and client reporting are accurate and distributed in a timely manner
- Fully implement the CFS Global IR policies, procedures and best practice guidelines
- Liaise internally with the Treasury team, Fund Accounting teams, Compliance team and Internal Auditor(s) to ensure all deadlines and deliverables are met
- Represent the team at IR management meetings and assist with agenda preparation and minute taking
- Chair team meetings to relay operational updates and discuss IR initiatives
- Represent Investor Relations at on-site visits with clients
- Propose and develop department-wide operational improvements in consultation with the other IR managers
- Provide continuous coaching to team members on operational issues ensuring that system enhancements and process changes are implemented correctly and effectively
- Conduct Interviews and participate in the selection process of new staff
- Conduct performance appraisals for team members
QualificationsAbout You:- You have a Bachelor's Degree in Accounting, Finance, Economics, or comparable investor relations and finance experience
- 5-7 years' experience in the Hedge Fund industry, preferably in Investor Relations and/ or Client Service with some exposure to accounting and performance reporting
- Minimum 2 years' experience managing staff
- Knowledge of compliance and regulatory issues including Know Your Customer (KYC) and Anti-Money Laundering policies
- Possess proven client relationship skills
- Strong knowledge of Microsoft Office
Salary Range: CAD $90,000 - CAD $110,000
- This posting is for an existing vacancy.
Our BenefitsYour well-being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.
We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.
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