Associate Vice President, Trust Performance & Compliance

About the Company

Ambitious financial institute providing commercial & retail banking services

Industry
Banking

Type
Privately Held

Founded
1980

Employees
51-200

Categories

- Banking
- Commercial
- Financial Services

Specialties

- bank
- borrow
- and invest

About the Role

The Company is seeking an Associate Vice President, Trust Performance & Compliance to provide investment advisory services, portfolio oversight, and governance support for institutional trust portfolios. Responsibilities include assessing asset allocation and investment strategies, conducting due diligence and ongoing reviews of external managers, and evaluating portfolio performance, risk, liquidity, and diversification. The role also involves developing investment policy recommendations, monitoring compliance with fiduciary requirements, and preparing reports and presentations for trustees and investment committees. The successful candidate will explain complex investment matters clearly, build solid client and service-provider relationships, and support trust administration, reporting,



and process improvements.

Candidates should hold a bachelor's degree in finance, accounting, economics, commerce, or a related field; progress toward or completion of the CFA Program is an asset. Relevant experience in institutional investment consulting, investment management, manager research, portfolio oversight, or trust administration is preferred, as is experience working with Indigenous Nations, trustees, or investment committees. Required expertise includes asset allocation, portfolio construction, capital markets, manager due diligence, performance measurement, and risk assessment across traditional and alternative investments. Candidates should also bring knowledge of investment governance, fiduciary responsibilities, trust administration, and investment policy development, along with sound judgment, attention to detail, strong analytical skills, and clear communication.

Hiring Manager Title
Vice President, Trust Services

Functions

- Finance

📌 Associate Vice President, Trust Performance (Edmonton)
🏢 Important Business
📍 Edmonton