Senior Manager Private Assets Operations Lead
Requisition ID: 254573

Location(s): Canada : Ontario : Toronto

Is this role right for you? In this role you will:

Lead ongoing operations to ensure high levels of accuracy for monthly and quarterly trading of Private Asset products

Ensure subscriptions, distributions, rollovers & redemptions are completed within the required timelines

Take full responsibility for all activities pertaining to Private Assets and work closely with the Director, Private Assets & Product Development

Act as a liaison with various internal departments including the vendor to ensure the products are set up and functioning as intended

Work with internal partners (PIC, Portfolio Management, Scotia Trust, Scotia Capital & JFL) to ensure proper execution of trades and applicable downstream applications and report to dealers, portfolio managers and all internal teams

Manage a variety of projects and initiatives to continuously improve operations and/or enhance the product offering

Manage various reporting capabilities for the Portfolio Management team and Product team

Assist in writing detailed business requirements for new/additional enhancements for Private Asset products

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:





A University degree in Business or Finance

CPA/CFA designation or Private Markets and Alternative Investment Certificate is an asset

5+ years of experience in a back office / administration capacity

A minimum of 5 years in a managerial position with experience in coaching and developing others

Knowledge of mutual fund accounting principles, capital markets and various fund structures is an asset

Prior experience working with executive committees in investment‑related areas

Transfer agency experience is an asset

Experience with Tax reporting for Mutual Funds

High proficiency with Microsoft office, such as Outlook, Excel, and Word

Excellent analytical, problem‑solving & decision‑making skills

Strong interpersonal and communication skills, both written & verbal

Strong time management skills with the ability to multi‑task in a quick‑paced environment

Strong leadership skills with proven ability to lead and motivate a team of Subject Matter Experts (SMEs)l

The ability to work well under pressure

A focus on results and are detail oriented

The ability to be a team player

The ability to multi‑task with strong time management skills

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📌 Senior Manager Private Assets Operations Lead (Ontario)
🏢 Scotiabank
📍 Ontario