Senior Advisor Etf & Onboarding (Vancouver)

Senior Advisor Etf & Onboarding (Vancouver)

04 Nov
|
Banque Nationale du Canada
|
Vancouver

04 Nov

Banque Nationale du Canada

Vancouver

Area(s) of interest: Finance and accountingA career as a Senior Advisor, ETF & Onboarding within the ETF & Specialized Operations team at National Bank means playing a key role in supporting the operational activities related to Exchange-Traded Funds (ETFs), as well as leading the onboarding of new funds and investment products.Through your in-depth expertise in fund operations, leadership, ability to resolve complex issues, and capacity to coordinate multiple stakeholders, you contribute directly to the quality of deliverables, the successful launch of new products, and the evolution of the team's operational practices.Your roleAct as a subject matter expert and technical resource for ETF operational activities and the onboarding of new funds and specialized productsTake ownership of complex ETF files and support the resolution of exceptions requiring in-depth analysis or coordination across multiple stakeholdersOversee the validation of PCFs, valuations, positions, and critical ETF data and intervene in the analysis of complex situationsAnalyze complex events, including derivatives, corporate actions, and late adjustments, and determine the actions required to ensure the quality of deliverablesLead the operational onboarding of new mutual funds, ETFs, and other specialized products, from planning through implementationCoordinate the setup of new funds across operational and accounting systems and ensure consistency in configurations across the various stakeholders involvedAct as the primary point of contact for onboarding initiatives under your responsibility and coordinate activities with internal teams, clients, portfolio managers, and external partners, as requiredEnsure operational timelines, requirements, and controls are met during new product launchesAnticipate and identify operational or technology-related risks associated with ETF activities and new products and recommend appropriate, sustainable solutionsEnsure the documentation of onboarding processes, system configurations, controls, and specific requirements associated with individual funds and ETFsPlay an active role in continuous improvement, operational automation, and the evolution of the team's processes and controlsParticipate in cross-functional projects and transformation initiatives impacting ETF operations and new product onboardingContribute to the development of team expertise through knowledge sharing, coaching,



and support of team membersYour teamWithin the Investment Fund Administration & Tax Activities sector, you will be part of the ETF & Specialized Operations team and report to the team's Director.The team stands out for:its strong expertise in ETFs, specialized financial products, and fund operationsits ability to manage critical operational activities and complex onboarding initiativesits close collaboration with multiple internal teams and external partnersits commitment to operational excellence, innovation, and continuous improvementWorking hours are aligned with the team's operational requirements and include remote work based on operational needs.We foster an environment that supports continuous learning, collaboration, and the development of expertise in a context of growth, transformation, and evolving investment products.PrerequisiteBachelor's degree in Finance, Accounting, Economics, or a related field, or any other combination of education and experience deemed equivalent, along with a minimum of five years of relevant experienceExcellent understanding of mutual funds, Exchange-Traded Funds (ETFs), and investment fund operationsExtensive experience in fund administration, fund accounting, validation, controls, or the onboarding of recent financial productsExperience in derivatives, financial valuation, or related functions, with a strong understanding of derivatives, financial markets, and valuation methodologies.Experience in the onboarding, implementation, or launch of new funds or financial productsDemonstrated ability to take ownership of complex operational files and coordinate multiple stakeholdersStrong Excel skills (including advanced formulas; VBA) and a demonstratedinterest in automation and process optimizationExcellent analytical, problem-solving, and decision-making skillsStrong operational rigor, autonomy, accountability,



and ability to manage multiple priorities simultaneouslyExcellent communication skills and the ability to communicate complex operational matters clearlyStrong leadership and collaboration skills, with the ability to develop and share expertiseLanguages:FrenchSkillsAnalytical Skills Communication Exchange-traded Funds Finance Fund Accounting Fund Administration Investments Microsoft Excel Problem Solving Teamwork Validation Detail-oriented Initiative Learning Agility PrioritizationIn addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:Health and wellness program, including many optionsEmployee Share Ownership PlanEmployee and family assistance programPreferential banking servicesInvolvement in community initiativesVirtual sleep clinicWe have an offer that keeps up with trends as well as your needs and those of your family.Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.Making a bold move in a people-first environmentWe're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?Why work at National Bank?For an environment that supports your career pathThere are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.For an inclusive and diverse environmentWe foster inclusion in an environment where each person's unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

📌 Senior Advisor Etf & Onboarding (Vancouver)
🏢 Banque Nationale du Canada
📍 Vancouver

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