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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in fund and investment accounting, regulatory reporting, and operational oversight, with a strong focus on process improvements and stakeholder management. Bilingual proficiency in French and English enhances communication and collaboration across diverse teams and international partners.
Highest-signal resume keywords
Fund And Investment AccountingRegulatory ReportingManagerial ExperienceBilingual In French And EnglishProcess Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Fund OversightSecuritiesSettlementsForeign Exchange TransactionsReconciliationsNAV CalculationsChange ManagementOperational SupportDocumentation MaintenanceRisk Mitigation
Soft Skills
Analytical SkillsProblem-SolvingCommunication SkillsInterpersonal SkillsDetail-Oriented
Certifications & Qualifications
CPA
Industry Keywords
Operational GoalsStakeholder ManagementTeam LeadershipProcess EfficienciesChange Management Initiatives
About the role
Key responsibilities & impact- Support short- and long-term planning and deliver fund oversight operational goals
- Collaborate with team leaders, partners and stakeholders on business-as-usual deliverables and processes
- Implement and validate procedural changes
- Maintain documentation and support change management initiatives
- Manage vendor queries and resolve emerging operational issues
- Identify high-risk processes and recommend mitigating controls
- Strengthen the future control environment
- Drive process improvements, efficiencies and synergies
- Support peak periods and international partners outside regular business hours when required
- Lead initiatives and contribute to key projects
- Monitor evolving accounting and regulatory reporting requirements
- Mentor junior team members and encourage participation across team priorities and projects
- Oversee day-to-day operations, operational support and file reviews for fund oversight
- Safeguard the accuracy and integrity of NAV calculations for internally and externally managed funds
Requirements
What you’ll need- Bachelor’s degree in finance or accounting
- At least 10 years of relevant experience
- Minimum of three years in a managerial or team lead role
- Fully bilingual in French and English
- Strong knowledge of fund and investment accounting, securities, settlements, foreign exchange transactions and reconciliations
- Ability to respond quickly, meet tight deadlines and take ownership
- Ability to manage stakeholder expectations
- Ability to work independently and collaboratively
- Detail-oriented and highly accurate
- Excellent analytical, problem-solving, communication and interpersonal skills
- CPA or other financial designation is an asset
Benefits
Comp & perks- Flexible work environment
- Learning and career growth opportunities
- Well-being and inclusion support
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans
- Pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days
- Statutory leaves of absence
- Incentive programs and incentive compensation tied to business and individual performance