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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, managing governance structures, and executing investment transactions while ensuring compliance with regulatory and tax considerations. Proven ability to lead cross-functional teams and communicate effectively with senior stakeholders.
Highest-signal resume keywords
Investment CoordinationProject ManagementRegulatory ComplianceCross-Functional LeadershipPrivate Market Investments
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 StructuresRisk ManagementGovernance ProcessesTax EfficiencyCapital RequirementsExecutive ReportingTransaction ExecutionPortfolio ConstructionKYC/AML ComplianceOperational Onboarding
Soft Skills
Problem-SolvingExecutive CommunicationStakeholder InfluencePrioritizationHigh-Quality Outcomes
Industry Keywords
Institutional InvestmentsAsset ManagementCorporate StrategyInvestment OperationsInsurance Capital Frameworks
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 inputs including expected returns, leverage, investment structures, capital requirements, and funding timelines
- Serve as primary liaison across investment teams, business partners, support functions, and external stakeholders
- Manage risks, dependencies, and critical path activities
- Coordinate investment recommendations, business cases, and approval materials
- Prepare investment memoranda and presentations for senior management, investment committees, and governance bodies
- Coordinate local and global tax reviews for fund investments and strategic transactions
- Facilitate assessment of investment structures, tax efficiency, jurisdictional considerations, and blocker requirements
- 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 newly approved funds and investment mandates
- Coordinate implementation across Operations, Finance, Investment Operations, Technology, ALM, and external service providers
- Support 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 and seek preclearance on future transactions, including household members' transactions
Benefits
Comp & perks- Excellent benefits and wellness programs supporting mental, physical, and financial well-being
- 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 development opportunities
- Variety of career paths and networking potential
- Award-winning workplace culture
- Reasonable accommodations for disabilities