10 Nov
|
Peace Hills Trust
|
Edmonton
10 Nov
Peace Hills Trust
Edmonton
Investment governance and portfolio oversight define this Edmonton-based Assistant Vice President role, with versatile 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
- Strong 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.
📌 Assistant Vice President Investment Compliance (Edmonton)
🏢 Peace Hills Trust
📍 Edmonton