Assistant Vice President Investment Compliance
Peace Hills Trust
Investment governance and portfolio oversight define this Edmonton-based Assistant Vice President role, with flexible work arrangements and significant travel required.Reporting to the Vice President, Trust Services, the Assistant Vice President supports institutional trust clients and investment committees. The work combines manager due diligence, performance measurement, investment policy development, and fiduciary oversight. It serves Indigenous Nations, Chiefs and Councils, trustees, and other institutional stakeholders.Key Responsibilities:
Provide investment advice and analytical support to institutional trust clientsEvaluate asset allocation, portfolio construction, liquidity, and diversificationConduct external manager due diligence and comparative assessmentsPrepare performance reports, recommendations, and trustee materialsMonitor compliance with investment policies and mandate restrictionsRequirements:
Bachelor’s degree in finance, accounting, economics, commerce, or related disciplineInstitutional investment, portfolio oversight, or trust administration experience preferredPerformance measurement, benchmark analysis, and portfolio risk assessment experienceStrong written communication, research, presentation, and relationship management skillsCFA progress or completion is a strong assetBring investment analysis, compliance judgment, and governance expertise to Peace Hills Trust’s institutional trust portfolios.
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Provide investment advice and analytical support to institutional trust clientsEvaluate asset allocation, portfolio construction, liquidity, and diversificationConduct external manager due diligence and comparative assessmentsPrepare performance reports, recommendations, and trustee materialsMonitor compliance with investment policies and mandate restrictionsRequirements:
Bachelor’s degree in finance, accounting, economics, commerce, or related disciplineInstitutional investment, portfolio oversight, or trust administration experience preferredPerformance measurement, benchmark analysis, and portfolio risk assessment experienceStrong written communication, research, presentation, and relationship management skillsCFA progress or completion is a strong assetBring investment analysis, compliance judgment, and governance expertise to Peace Hills Trust’s institutional trust portfolios.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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