09 Nov
|
HumanEdge Global
|
Alberta
09 Nov
HumanEdge Global
Alberta
Investment governance and portfolio oversight define this Edmonton-based Assistant Vice President role, with flexible work arrangements and significant travel required.
Reporting to the Vice President, Trust Services, the Assistant Vice President supports institutional trust clients and investment committees. The work combines manager due diligence, performance measurement, investment policy development, and fiduciary oversight. It serves Indigenous Nations, Chiefs and Councils, trustees, and other institutional stakeholders.
Key Responsibilities: Provide investment advice and analytical support to institutional trust clients
Evaluate asset allocation, portfolio construction, liquidity, and diversification
Conduct external manager due diligence and comparative assessments
Prepare performance reports, recommendations, and trustee materials
Monitor compliance with investment policies and mandate restrictions
Requirements: Bachelor’s degree in finance, accounting, economics, commerce, or related discipline
Institutional investment, portfolio oversight, or trust administration experience preferred
Performance measurement, benchmark analysis, and portfolio risk assessment experience
Solid written communication, research, presentation, and relationship management skills
CFA progress or completion is a strong asset
Bring investment analysis, compliance judgment, and governance expertise to Peace Hills Trust’s institutional trust portfolios.
#J-18808-Ljbffr
📌 Assistant Vice President Investment Compliance (Alberta)
🏢 HumanEdge Global
📍 Alberta