Associate Vice President, Trust Performance & Compliance
About the Company
Ambitious financial institute providing commercial & retail banking services
Industry Banking
Type Privately Held
Founded 1980
Employees 51-200
Categories
- Banking - Commercial - Financial Services
Specialties
- bank - borrow - and invest
About the Role
The Company is seeking an Associate Vice President, Trust Performance & Compliance to provide investment advisory services, portfolio oversight, and governance support for institutional trust portfolios. Responsibilities include assessing asset allocation and investment strategies, conducting due diligence and ongoing reviews of external managers, and evaluating portfolio performance, risk, liquidity, and diversification. The role also involves developing investment policy recommendations, monitoring compliance with fiduciary requirements, and preparing reports and presentations for trustees and investment committees. The successful candidate will explain complex investment matters clearly, build strong client and service-provider relationships, and support trust administration, reporting, and process improvements.
Candidates should hold a bachelor’s degree in finance, accounting, economics, commerce, or a related field; progress toward or completion of the CFA Program is an asset. Relevant experience in institutional investment consulting, investment management, manager research, portfolio oversight, or trust administration is preferred, as is experience working with Indigenous Nations, trustees, or investment committees. Required expertise includes asset allocation, portfolio construction, capital markets, manager due diligence, performance measurement, and risk assessment across traditional and alternative investments. Candidates should also bring knowledge of investment governance, fiduciary responsibilities, trust administration, and investment policy development, along with sound judgment, attention to detail, strong analytical skills, and clear communication.
Hiring Manager Title Vice President, Trust Services
Functions
- Finance
Associate Vice President, Trust Performance & Compliance in Edmonton employer: Confidential
As a General Manager in our Projects Group, you will thrive in a dynamic and supportive work culture that prioritizes employee growth and development. Our commitment to excellence is matched by our focus on fostering strong client relationships and delivering high-quality project outcomes across the Americas. With a diverse team of professionals and a multi-office setup, we offer unique opportunities for collaboration and innovation, making us an exceptional employer for those seeking meaningful and rewarding careers.
