Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.
Who is Purpose Investments?
Purpose Investments is an innovation-driven asset management company with over $20 billion under management, offering both managed and quantitative investment products. Much of what is available to the average Canadian investor today is outdated and expensive. Purpose Investments’ goal is to constantly innovate, and make investing easy, intuitive and affordable for everyone.
Vacancy Status
This is for a current opening.
Compensation
$120,000 - $135,000
Job Description
Responsibilities: What you will do / What you will own
Regulatory Reporting Excellence
Deliver Annual and Semi-Annual Financial Statements and MRFPs across the full Purpose fund lineup, on time and defect-free, every cycle
Lead production of Fund Facts, ETF Facts, and Quarterly Portfolio Disclosures – from AI-assisted first draft to final regulatory filing
Drive SEDAR+ submissions and investor disclosure dissemination with zero missed deadlines
Reporting Infrastructure & AI Governance
Oversee and improve the AI-augmented reporting workflows your team relies on, escalating systemic issues and identifying automation opportunities
Maintain audit-ready documentation of AI-assisted processes, ensuring human review and sign-off is embedded at every critical control point




Serve as the fund operations team’s subject matter expert on financial reporting standards under NI 81-106 and IFRS
Cross-Functional Leadership
Partner with product, legal, and compliance teams on prospectus renewals, fund launches, and ad hoc regulatory requirements – delivering expert input that accelerates timelines, not slows them
Support board reporting and corporate fund management reporting, including board meeting participation where required
Build and maintain the external partner relationships (administrators, auditors, legal counsel) that are essential to the company’s regulatory standing
What success looks like in your first year
Zero regulatory filing misses. Every Fund Facts, ETF Facts, MRFP, and financial statement delivered on schedule across all Purpose funds, with no material restatements
Reporting cycle time reduced by 20%+. Working with the team and leveraging AI tooling, you have measurably shortened the end-to-end production cycle for at least one major annual filing
AI governance embedded. You have documented and operationalized human review controls over all automated reporting workflows, satisfying audit requirements and internal standards
Trusted cross-functional partner. Product, compliance, and legal teams regard you as the go-to voice on fund financial reporting – proactively engaged, not reactive
Pipeline ready. You’ve identified and begun developing your successor capability within the fund operations team,



demonstrating the Owner’s Mindset that Purpose promotes from
What AI does so you don’t have to
Purpose is committed to deploying AI across every workflow where it outperforms manual effort. In this role, that means you will inherit – and continue to build – an AI-augmented reporting stack. Specifically, AI will handle:
First-pass data aggregation across fund accounting systems, eliminating manual pull-and-paste cycles
Automated anomaly detection in fund NAVs, flagging exceptions before they become problems
Draft generation of standard regulatory filings (Fund Facts, ETF Facts, QPDs) from structured data sources
Regulatory change monitoring , surfacing relevant CSA, OSC, and SEDAR updates requiring human review
Template management for financial statements, leaving you to review, interpret, and approve – not build from scratch
What only you can do
This is the role’s irreplaceable core – the judgment, relationships, and accountability that AI cannot replicate:
Own the integrity of Purpose’s fund financial statements and regulatory filings – your name, your accountability
Exercise professional judgment where accounting standards meet real-world ambiguity in Canadian investment fund structures
Lead and develop the relationships with external auditors, fund administrators, and legal counsel that determine how smoothly our filing cycles run
Translate regulatory complexity into clear guidance for product, compliance, and leadership teams who depend on your expertise
Govern AI outputs – reviewing, validating, and improving the automated processes that support your team’s work
Drive continuous improvement in reporting infrastructure, identifying where AI can go further and where human judgme

📌 Manager, financial reporting (Toronto)
🏢 Purpose Investments
📍 Toronto