NOTE: Hybrid and Remote arrangements located in Canada only will be accepted. The Employer: Peace Hills Trust is Canada’s largest and oldest First Nations-owned federally regulated financial institution and is also Canada’s only independent trust company. Driven by a vision to fulfill the unique financial needs of the Indigenous community, their sole shareholder, the Samson Cree Nation, incorporated Peace Hills Trust in 1980. Peace Hills Trust is a full-service, federally-chartered trust company that provides financial services to Indigenous and non-Indigenous communities, businesses, and individuals across Canada. With a network of eight regional offices, the company has $4.43 billion in total combined assets under administration. The Opportunity: Reporting to the Vice President, Trust Services, the Assistant Vice President, Trust Performance & Compliance provides institutional investment advisory services, investment manager oversight, portfolio performance evaluation, and governance support for trust portfolios administered by Peace Hills Trust. Located in Edmonton, the AVP serves as an investment resource to Indigenous Nations, Chiefs and Councils, trustees, and investment committees, supporting informed decisions aligned with long-term financial objectives, liquidity requirements, trust agreements, and fiduciary responsibilities. The role combines investment strategy, external manager due diligence, performance measurement, investment policy development, capital markets research, and trust administration. The Ideal Candidate: You are an experienced investment professional who combines sound analytical judgement with the ability to build lasting relationships based on trust and respect. You bring confidence and clarity to complex investment, performance and governance matters, helping clients and trustees make informed decisions. You listen carefully,



communicate clearly and approach work with Indigenous Nations with cultural awareness and a commitment to understanding each community’s priorities. Most of all, you recognize that behind every trust portfolio is a responsibility to support the financial well‑being of communities today and for generations to come. Primary Roles and Responsibilities
- Institutional Investment Consulting & Portfolio Strategy
- Investment Manager Research, Selection & Due Diligence
- Investment Performance Measurement & Portfolio Oversight
- Investment Policy Development & Governance
- Institutional Client Advisory & Stakeholder Relations
- Capital Markets Research & Investment Risk Analysis
- Trust Administration, Compliance & Fiduciary Oversight
- Reporting, Process Improvement & Special Projects

Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, Commerce, or a related discipline.
- Progress toward or completion of the Chartered Financial Analyst (CFA) Program is a strong asset.
- Education or training in trust and estate administration is an asset.
- Experience in institutional consulting, investment management, manager research, portfolio oversight, or trust administration is preferred.
- Experience serving Indigenous Nations, institutional trustees, or investment committees is an asset.
- Institutional investment management, strategic asset allocation, portfolio construction, and capital markets.
- Manager research, quantitative and qualitative due diligence, and performance evaluation.
- Public equities, fixed income, real estate, infrastructure, and alternative investments.
- Performance measurement, benchmark analysis, and portfolio risk assessment.
- Investment governance, fiduciary responsibilities, trust administration, and investment policy development.
- Financial analysis, research, reporting, presentations, and explicit communication to diverse stakeholders.
- Independent judgement, attention to detail, organization, and relationship management.

📌 Associate Vice President (Edmonton)
🏢 CFA Institute
📍 Edmonton