IKO Industries Ltd. is a market leader in the manufacturing of roofing and building materials. IKO is a Canadian owned and operated business with production facilities worldwide and has many years of unparalleled success in the roofing materials industry. Quality, integrity, and trustworthiness are the values that underlie this success, and we have built this company by hiring people who hold these values. People like you!

Senior Associate, Investment Operations Division: Treasury

Responsibilities

Lead end-to-end account opening processes across multiple entities and custodians

Execute KYC/AML due diligence, documentation collection, and ongoing monitoring

Monitor compliance with investment policies, regulatory requirements, and governance standards, and recommend process improvements to strengthen operational controls.

Process and reconcile trade settlements across asset classes, ensuring accurate and timely execution

Act as primary liaison with custodians, brokers, counterparties, and service providers.

Track and Monitor cash movements, fees and expenses, capital calls, subscriptions, redemptions, corporate actions, and position reconciliations

Analyze portfolio performance, investment holdings, and manager results across multiple entities and asset classes, identifying trends, risks, and opportunities.

Support investment research as it relates to Foundations/ other entities

Lead implementation and enhancement of investment operations systems.

Develop and maintain dashboards, reporting tools, and databases to support investment reporting and operational decision-making.





Identify process improvement opportunities and recommend enhancements to investment reporting, controls, and operational processes.

Work closely with the tax team to provide support for tax filings, year-end audits and compliance.

Required

Post-Secondary Degree with emphasis on Business Administration / Finance / Accounting

4–5 years of experience in investment operations, fund administration, or a related role

CFA / CPA/ CTP an asset

Working knowledge of trade lifecycle, settlement processes, and reconciliation

Familiarity with KYC/AML requirements and account documentation

Strong Excel skills;

experience with databases

Detail-oriented with the ability to manage multiple priorities across entities

Exposure to multiple asset classes (equities, fixed income, alternatives)

Background in process automation or systems implementation

Benefits of Employment

We are pleased to offer competitive compensation, health care, a progressive and challenging workplace and a commitment to teamwork and integrity.

Diversity and Equal Opportunity Employment

IKO Industries Ltd. is an equal opportunity employer.

We are committed to diversity and inclusion and are pleased to consider all qualified applicants for employment without consideration to race, religion, creed, color, national origin, age, gender, sexual orientation, marital status, veteran status or disability.

IKO Industries Ltd. encourages and welcomes applications from people with disabilities.

Accommodations are available on request for candidates taking part in all aspects of the selection process.

We would welcome the chance to consider you for one of our great opportunities!

📌 Senior Associate, Investment Operations (Winnipeg)
🏢 IKO Industries
📍 Winnipeg