11 Nov
|
HumanEdge Global
|
Winnipeg
11 Nov
HumanEdge Global
Winnipeg
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. Peace Hills Trust’s corporate office is located in Edmonton, with its head office on the Samson Cree Nation in Maskwacis, Alberta. The company is widely respected for its relationship-based approach, community focus, and long-term commitment to the communities it serves. Working in partnership with Businesses, Individuals and Indigenous communities, Peace Hills Trust delivers Trust, Credit and Banking services to meet their unique needs.
$4.43 billion
assets under administration
$3.25 billion
trust assets under administration
1980
year incorporated
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.
REPORTS TO
Vice President, Trust Services
WORK ARRANGEMENT
Versatile, with significant travel required
SALARY RANGE
Compensation to be discussed with qualified candidates
The Ideal CandidateYou are an experienced investment professional who combines sound analytical judgment 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
Provide investment advisory and analytical support to institutional trust clients, including First Nations communities and their trustees and investment committees.
Evaluate strategic asset allocation and portfolio construction relative to objectives, risk tolerance, liquidity needs, and capital preservation and growth.
Develop and recommend changes to investment strategies, including asset allocation, diversification, investment styles, and manager structures.
Assess Canadian and global equities, fixed income, real estate, infrastructure, and other alternative investments.
Evaluate growth, value, and blended strategies in relation to portfolio size, diversification, and management costs.
Analyze portfolio transitions, manager allocations, liquidity planning, and investment implementation.
Conduct quantitative and qualitative due diligence on external managers across traditional and alternative asset classes.
Evaluate investment philosophy, historical performance, portfolio construction, risk management, organizational stability, personnel, fees, and investment processes.
Participate in manager searches, screening, interviews, evaluation, and selection, including coordination with consultants such as Mercer.
Develop comparative manager assessments and scoring frameworks to support selection decisions.
Assess manager suitability against client investment policy statements, objectives, and existing mandates.
Prepare written evaluations and recommendations for trustees and investment committees.
Monitor managers for changes in strategy, performance, personnel, positioning, and mandate adherence.
Distinguish underperformance attributable to market conditions, style, security selection, or structural concerns.
Investment Performance Measurement & Portfolio Ov
📌 Avp, Trust Performance (Winnipeg)
🏢 HumanEdge Global
📍 Winnipeg