08 Sep
|
Compunnel
|
Montreal
08 Sep
Compunnel
Montreal
21 hours ago Be among the first 25 applicants Fund Events Manager - Montreal, QC or Toronto, ON This role serves as a great steppingstone for individuals who have worked in operations and are looking to broaden their impact. Their previous experience will be instrumental in driving initiatives forward and ensuring successful project execution. Fund Events team is seeking a dynamic Manager to support the GWAM Canada business.
In this role, you will provide expert operational support to ensure the successful implementation of various initiatives impacting Canadian Wealth Operations. This position requires in-depth knowledge of fund operations and accounting in Canada and North America, a strong ability to cultivate relationships with stakeholders, and excellent analytical skills alongside innovative thinking. Your day-to-day responsibilities will include interacting with various business areas to comprehend the risk, financial, and accounting impacts of business processes to best support stakeholders.
You will have the opportunity to learn, develop, and excel within a team that values client satisfaction, performance, collaboration, and innovation. Coordinate and support the implementation of Canadian Operations projects and initiatives, including post-implementation support. Ensure process improvement projects are thoroughly documented and adhere to best practices.
Identify operational or business risks associated with initiative implementation and communicate them to leadership. Utilize your knowledge and expertise to communicate risks and impacts to company operations and downstream processes. Ensure all fund system setups align with project requirements.
Coordinate project-related tasks and activities with internal and external teams. Liaise and communicate project requirements to custodians and valuation agents. Create impact assessments, identify risks, and suggest mitigation strategies where applicable.
Evaluate and make recommendations on implementation strategies. Develop tools, practices,
and controls to increase operational efficiency and information quality. Ensure compliance with regulatory requirements and internal policies for each initiative.
Over 5-7 years of experience in the financial industry, with relevant experience. ~5+ years’ experience and knowledge in fund accounting and back-office operations. ~ Solid understanding of the financial services industry, investment funds, insurance funds and investment securities products. ~ Proficient in Microsoft Office Suite. Ability to manage multiple projects in a quick-paced environment. University degree, preferably in accounting or finance, CPA or CFA designation is an asset.
Average Candidate: Must have Back-Office Experience; The ideal candidate will have strong experience in back-office operations. This is a hands-on role where familiarity with key back-office terminology and workflows is essential. We are not seeking a traditional Project Manager; Strong work ethic and commitment to high-quality outcomes Language Requirements: Bilingual proficiency in English and French is mandatory.
The candidate must be able to speak, read, and write fluently in both languages to support collaboration across our Montreal and Toronto teams. 1–2 rounds of virtual interviews ~ We are a highly collaborative team that values openness, inclusivity, and mutual support. Teamwork is central to our success, as we often work across different fund families and lines of business. Seniority level Mid-Senior level Employment type Contract Job function Finance and Accounting/Auditing Industries Financial Services and Accounting Intern, Canada Growth Fund (September – December 2025) Specialist, Hedge Fund Capital Activity and Investor Reporting Senior Analyst, Canada Growth Fund Investment Management Intern, Total Fund Solutions Delivery (September - December 2025) 2025 Wealth Management, Fall Administrative Assistant (4-16 months)- EN Administrative Assistant/Assistant(e) administratif(ve) We’re unlocking community knowledge in a new way.
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📌 Fund Event Project Manager (F/M) (Montreal)
🏢 Compunnel
📍 Montreal