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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in coordinating complex investment opportunities, including governance structures, project management, and regulatory compliance. Proven ability to lead cross-functional teams and deliver high-quality outcomes in institutional investments and asset management.
Highest-signal resume keywords
Investment OperationsProject ManagementPrivate Market InvestmentsRegulatory ComplianceCross-Functional Leadership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment CoordinationGovernance StructuresRisk ManagementCapital RequirementsKYC/AML ComplianceExecutive ReportingTransaction ExecutionPortfolio ConstructionTax Review CoordinationOperational Onboarding
Soft Skills
Problem-SolvingExecutive CommunicationStakeholder InfluencePrioritizationTeam Collaboration
Industry Keywords
Institutional InvestmentsAsset ManagementInsurance Capital FrameworksGovernance ProcessesInvestment TransactionsCorporate StrategyPrivate CreditReal EstateDecision-Making ForumsFunding Timelines
About the role
Key responsibilities & impact- Lead end-to-end coordination and execution of complex investment opportunities
- Establish governance structures, project plans, and decision-making forums
- Coordinate investment team inputs on returns, leverage, structures, capital requirements, and funding timelines
- Liaise across investment teams, business partners, support functions, and external stakeholders
- Coordinate investment recommendations, business cases, approval materials, memoranda, and presentations
- Lead local and global tax review coordination for fund investments and strategic transactions
- Coordinate legal and regulatory reviews of fund documentation, including LPAs, PPMs, and subscription agreements
- Support KYC/AML and entity documentation requirements
- Coordinate risk, capital, and governance reviews, including LICAT and local capital considerations
- Track governance approvals, conditions, and action items through execution and completion
- Lead operational readiness and onboarding for approved funds and investment mandates
- Coordinate implementation across Operations, Finance, Investment Operations, Technology, ALM, and external service providers
- Support execution of private market fund commitments and strategic investment initiatives
- Maintain and enhance the OCIO investment pipeline and transaction tracking framework
- Monitor opportunities from sourcing through funding and implementation
- Prepare executive reporting and governance materials for Corporate ALCO, senior leadership, and decision-making forums
Requirements
What you’ll need- Undergraduate degree in Finance, Business, Economics, Accounting, Law, or a related field
- 7+ years of experience in institutional investments, asset management, investment operations, corporate strategy, transaction execution, or a related field
- Strong understanding of private market investments, including real estate, private credit, and institutional portfolio construction
- Knowledge of insurance capital frameworks, regulatory requirements, governance processes, and risk management principles
- Experience partnering across investment, tax, legal, finance, treasury, operational, and risk functions to execute complex initiatives
- Proven ability to lead cross-functional projects, influence senior stakeholders, and drive decisions in a complex organizational environment
- Strong project management, problem-solving, and executive communication skills
- Ability to manage multiple priorities and deliver high-quality outcomes
- Demonstrated success coordinating investment transactions, governance reviews, operational onboarding, and executive reporting
- Ability to address regulatory, tax, capital, and risk considerations appropriately
- Successful candidates must declare personal investment accounts and securities investments
- Successful candidates must seek preclearance on future transactions, including those of household members
Benefits
Comp & perks- Excellent benefits and wellness programs
- Generous vacation and sick time
- Market-leading maternity, parental and adoption leave top up program
- Partially-paid sabbatical program
- Pension, stock and savings programs with an employer-paid match
- Flexible work environment
- Career growth and development opportunities
- Variety of career paths and networking potential
- Inclusive, collaborative culture
- Award-winning workplace culture
- Discretionary annual incentive award based on individual and overall business performance
- Reasonable accommodations for known physical or mental limitations