Work setting

• Finance

Budgetary responsibility

• $8,000,001 +

Responsibilities

Tasks

• 1. Develop and oversee the company’s long-term investment strategy, ensuring it aligns with corporate objectives and risk tolerance. This involves identifying profitable investment opportunities, evaluating asset allocations, and ensuring diversification.
  2. Manage the company's investment portfolios, including monitoring market conditions, performance reviews, and implementing adjustments as necessary to meet financial targets.
  3. Evaluate and manage investment-related risks, ensuring there are risk mitigation strategies in place. This includes overseeing compliance with regulations and internal policies, particularly related to the financial sector.
  4. Conduct in-depth financial analysis and forecasting to support investment decisions. This includes analyzing market trends, economic conditions, and industry changes that could impact investments.
  5. Lead and mentor the investment management team, fostering collaboration and ensuring effective execution of investment strategies. This includes overseeing the performance and development of the team.
  6. Engage with senior leadership, the board of directors, and key stakeholders to communicate investment performance, strategies, and opportunities. This role often involves reporting to the CEO and board on the company’s investment outcomes.
  7. Make key decisions about how capital is allocated across different areas, ensuring that resources are used efficiently and investments are aligned with the company's overall business objectives.
  8. Develop and update investment policies and guidelines, ensuring they remain in line with both corporate strategy and regulatory requirements.
  9. Build and maintain relationships with external stakeholders, such as fund managers, analysts, and financial advisors, to stay informed of market opportunities and potential collaborations.
  10. Allocate material, human and financial resources to implement organizational policies and programs
  11. Authorize and organize the establishment of major departments and associated senior staff positions
  12. Establish objectives for the organization and formulate or approve policies and programs
  13. Represent the organization, or delegate representatives to act on behalf of the organization, in negotiations or other official functions
  14. Select middle managers, directors or other executive staff; delegate the necessary authority to them and create optimum working conditions
  15. Conduct performance reviews

Supervision

• 11-15 people

Experience and specialization

Computer and technology knowledge

• MS Access
• MS Excel
• MS Office
• MS Outlook
• MS PowerPoint
• MS Windows
• MS Word
• MAC

Area of work experience

• Management

Additional information

Work conditions and physical capabilities

• Fast-paced environment
• Work under pressure
• Tight deadlines
• Attention to detail
• Large workload

Personal suitability

• Accurate
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Judgement
• Organized

Benefits

Health benefits

• Dental plan
• Disability benefits
• Health care plan
• Vision care benefits

Financial benefits

• Bonus

Who can apply to this job?

The employer accepts applications from:

• Canadian citizens and permanent or temporary residents of Canada.
• Other candidates with or without a valid Canadian work permit.

How to apply

By email

services@ixlegacy.com

How-to-apply instructions

Here is what you must include in your application:

• Cover letter