Senior Associate, Investment Operations

IKO Industries Ltd. is a market leader in the manufacturing of roofing and building materials. IKO is a Canadian owned and operated business with production facilities worldwide and has many years of unparalleled success in the roofing materials industry. Quality integrity and trustworthiness are the values that underlie this success and we have built this company by hiring people who hold these values. People like you!

Job Description

Senior Associate Investment Operations

Division: Treasury

Were looking for a Senior Associate Investment Operations to join our Treasury team and take ownership of the operational backbone of our investment activities. This is a hands-on role spanning the full lifecycle of investment operationsfrom onboarding new accounts through trade execution reporting and continuous process improvement across multiple entities.

Youll work at the intersection of finance tax compliance and technology with significant latitude to build systems and streamline workflows as we scale.

Responsibilities:

• Lead end-to-end account opening processes across multiple entities and custodians
• Execute KYC/AML due diligence documentation collection and ongoing monitoring
• Monitor compliance with investment policies regulatory requirements and governance standards and recommend process improvements to strengthen operational controls.
• Process and reconcile trade settlements across asset classes ensuring accurate and timely execution
• Act as primary liaison with custodians brokers counterparties and service providers.
• Track and Monitor cash movements fees and expenses capital calls subscriptions redemptions corporate actions and position reconciliations
• Analyze portfolio performance investment holdings and manager results across multiple entities and asset classes identifying trends risks and opportunities.
• Support investment research as it relates to Foundations/ other entities
• Lead implementation and enhancement of investment operations systems.
• Develop and maintain dashboards reporting tools and databases to support investment reporting and operational decision-making.
• Identify process improvement opportunities and recommend enhancements to investment reporting controls and operational processes.
• Work closely with the tax team to provide support for tax filings year-end audits and compliance

Required

• Post-Secondary Degree with emphasis on Business Administration / Finance / Accounting
• 45 years of experience in investment operations fund administration or a related role
• CFA / CPA/ CTP an asset
• Working knowledge of trade lifecycle settlement processes and reconciliation
• Familiarity with KYC/AML requirements and account documentation
• Strong Excel skills; experience with databases
• Detail-oriented with the ability to manage multiple priorities across entities
• Exposure to multiple asset classes (equities fixed income alternatives)
• Background in process automation or systems implementation

Benefits of Employment: IKO recognizes that its success is due to the strength of its employees. A primary goal of IKO is to promote individual employees sense of accomplishment and contribution so that employees enjoy their association with IKO. The Company invests in its employees so that they are the most knowledgeable in the industry and undertakes great efforts to nurture loyalty to and teamwork at IKO. We are pleased to offer competitive compensation health care a progressive and challenging workplace and a commitment to teamwork and integrity.

Diversity and Equal Opportunity Employment: IKO Industries Ltd. is an equal opportunity employer. We are committed to diversity and inclusion and are pleased to consider all qualified applicants for employment without consideration to race religion creed color national origin age gender sexual orientation marital status veteran status or Industries Ltd. encourages and welcomes applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Required Experience:

Senior IC