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Assistant Vice President Trust Performance

HumanEdge Executive Search

Winnipeg, MB
Lead trust portfolio performance and compliance work in Edmonton, applying investment analysis and governance expertise. The position supports Indigenous communities across Canada.Peace Hills Trust seeks an Assistant Vice President, Trust Performance & Compliance, reporting to the Vice President, Trust Services. You will provide institutional investment advisory services, oversee external managers, evaluate portfolios, and support governance. The work serves Indigenous Nations, Chiefs and Councils, trustees, and investment committees.Key Responsibilities:
Provide institutional investment consulting and portfolio strategyResearch, select, and conduct due diligence on investment managersMeasure performance and oversee trust portfoliosDevelop investment policies and support governanceConduct capital markets research and investment risk analysisRequirements:
Bachelor’s degree in finance, accounting, economics, commerce, or related disciplineProgress toward or completion of the CFA ProgramExperience in institutional consulting, investment management, or portfolio oversightKnowledge of strategic asset allocation and portfolio constructionClear communication, independent judgement, and relationship managementBring portfolio oversight, performance evaluation, and fiduciary awareness to Peace Hills Trust’s Indigenous community-focused financial services.
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Vacancy posted 1 hour ago
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