At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members: Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities. Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most adaptable and inclusive programs. Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development. About the role The Managing Director, Investment & Fund Operations is a pivotal senior role within ATB Investment Management responsible for driving and supporting operational excellence across our Investment Fund Management and Investment Counselling business that supports ATBIM’s next phase of growth. This leader ensures the business operates with optimal efficiency, scalability and aligns with the organization's strategic priorities. You will serve as the leader for our middle office and operational infrastructure, while overseeing the transition to new portfolio management systems, managing a network of sub-advisors and custodians, and collaborating with our distribution network on their operational needs (including that of our principal distributor). You will own the "Front-to-Back" flow of processes, data and assets, ensuring that whether assets are invested in a Compass Portfolio or a client is invested in a bespoke Private Counsel mandate, the process and experience is seamless, accurate, and scalable.



Investment Operations & Middle Office Operational oversight: Ensure timely and accurate trade confirmation, settlement, and reconciliation across global markets. Oversee cash management and derivatives lifecycle processes to support portfolio managers and traders. Manage daily operations supporting a diverse range of asset classes and investment vehicles, including potentially complex and emerging products / strategies. Manage the operational integration of all internal managers and external sub-advisors. Books & Records, Performance and Reporting: Maintain a robust internal record of all holdings to provide an independent check against the custodian (State Street and our affiliate ATB Securities Inc.). Oversee performance measurement and analytics as well as institutional grade reporting, compliant with all regulatory requirements for all lines of business and channels supported. Trading and Trade Operations: Collaborate with the portfolio management team, oversee the activities of the Trading team, for both PIC and the IFM/PM groups, including trade lifecycle management, execution, control and special handling. The MD is responsible for operational risk oversight and governance, and for managing the critical interfaces between the trading team and the supporting systems, as well as back office, middle office, and finance functions. Private Investment Counsel (PIC) Support: Partner with Investment Counsellors and their supporting team members to ensure both core and "High-Touch" operational needs—such as bespoke rebalancing, tax-loss harvesting, and customized reporting—are efficient, accurate, compliant, and as automated as systems allow for. Fund Operations Fund Administration: Own all elements of day to day fund operations for current and future products, structures and asset classes. Oversee the daily NAV (Net Asset Value), distributions, cash forecasting alongside external fund administrators and

📌 Managing Director, Investment & Fund Operations (Toronto)
🏢 ATB
📍 Toronto