Senior Associate, Investment Operations

Résumé du poste

The Senior Associate will manage the operational backbone of investment activities, including trade execution, settlement, and KYC/AML compliance. They will also lead system enhancements, reporting, and process improvements across multiple entities and custodians.

Détails du poste

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 We're 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 operations—from onboarding new accounts through trade execution, reporting, and continuous process improvement across multiple entities. You'll 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 4–5 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 employee's 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 disability. IKO 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.

Ce que vous ferez

The Senior Associate will manage the operational backbone of investment activities, including trade execution, settlement, and KYC/AML compliance. They will also lead system enhancements, reporting, and process improvements across multiple entities and custodians.

Exigences

Candidates must have a post-secondary degree in Business, Finance, or Accounting and 4-5 years of experience in investment operations or fund administration. Proficiency in Excel, trade lifecycle management, and knowledge of regulatory compliance are essential.

Avantages

• Competitive compensation • Health care

Compétences indiquées

• Financial Reporting · Souhaitée
• Compliance · Souhaitée
• Microsoft Excel · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Investment operations
• Fund administration
• Trade lifecycle
• Settlement processes
• Reconciliation
• KYC/AML
• Excel
• Database management
• Process automation
• Financial reporting
• Compliance
• Asset classes
• Corporate actions
• Portfolio performance analysis
• Systems implementation
• Process Improvement
• Dashboard
• Governance
• Operations
• Workflow Management
• Trustworthiness
• Investments
• Continuous Improvement Process
• Detail Oriented
• Business Administration
• Finance
• Equities
• Auditing
• Teamwork
• Collections
• Certified Public Accountant
• Securities Research
• Chartered Financial Analyst
• Regulatory Requirements
• Reporting Tools
• Accounting
• Business Process Automation
• Due Diligence
• Roofing
• Frontline Decision-Making Autonomy
• Tax Preparation
• Anti Money Laundering
• Know Your Customer
• Tax Compliance
• System Implementation
• Portfolio Analysis
• Settlement
• Asset Classes
• Trade Lifecycle
• Fund Administration

Domaines d’emploi

• Finance & Accounting
• Management & Leadership
• Manufacturing
• Administrative
• Investment Operations Associate
• Scheduler / Operations Coordinator
• Stock Clerks
• Production, Planning, and Expediting Clerks