Assistant Vice President Trust Performance (Winnipeg)

Assistant Vice President Trust Performance (Winnipeg)

07 Nov
|
CFA Institute
|
Winnipeg

07 Nov

CFA Institute

Winnipeg

Lead trust portfolio performance and compliance work in Edmonton, applying investment analysis and governance expertise. The position supports Indigenous communities across Canada. Peace Hills Trust seeks an Assistant Vice President, Trust Performance & Compliance, reporting to the Vice President, Trust Services. You will provide institutional investment advisory services, oversee external managers, evaluate portfolios, and support governance. The work serves Indigenous Nations, Chiefs and Councils, trustees, and investment committees. Key Responsibilities:

Provide institutional investment consulting and portfolio strategy Research, select,



and conduct due diligence on investment managers Measure performance and oversee trust portfolios Develop investment policies and support governance Conduct capital markets research and investment risk analysis Requirements:

Bachelor’s degree in finance, accounting, economics, commerce, or related discipline Progress toward or completion of the CFA Program Experience in institutional consulting, investment management, or portfolio oversight Knowledge of strategic asset allocation and portfolio construction Explicit communication, independent judgement, and relationship management Bring portfolio oversight, performance evaluation, and fiduciary awareness to Peace Hills Trust’s Indigenous community-focused financial services.

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📌 Assistant Vice President Trust Performance (Winnipeg)
🏢 CFA Institute
📍 Winnipeg

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