Independently lead multiple concurrent, cross‑functional projects impacting mutual fund and alternative fund operations, spanning technology implementations, regulatory initiatives, third‑party transitions, operational enhancements, and product events
Own end‑to‑end project delivery, including scope definition, planning, execution, risk and issue management, governance, and project closure
Develop and maintain detailed project plans, timelines, dependencies, dashboards, and risk logs to ensure timely, transparent delivery and executive‑level reporting
Proactively identify, assess, and mitigate risks, including evaluating and addressing operational control and regulatory impacts of process or product changes
Prepare and present clear, concise updates to senior management, articulating operational, control, accounting, and regulatory implications and key decisions
Partner with fund operations and business stakeholders to identify, prioritize, and deliver targeted operational transformation initiatives that improve controls, reduce risk, and enhance regulatory readiness
Act as a liaison between business teams and Agile delivery squads to drive adoption, manage change, and implement sustainable future‑state processes, including tactical solutions where appropriate

Bachelor’s degree in Finance, Accounting, Business, or a related discipline
10+ years of experience in asset management or financial services
Bilingualism (English and French) is an asset, proficiency in both languages if in Québec
Deep understanding of mutual fund and alternative fund operations, including fund accounting, regulatory requirements, risk, audit, and operational oversight
Proven ability to independently lead complex, cross‑functional initiatives from initiation through completion
Strong experience assessing operational controls and risk implications across fund accounting, reporting, and oversight functions
Demonstrated business analysis expertise, including requirements gathering, process mapping, current‑ vs. future‑state analysis, and impact assessment
Effective influencer and communicator with experience engaging senior leaders, vendors, and technical partners, including executive‑level presentations
Strong organizational, prioritization, and project management skills; experience with Agile teams, operational transformation, and familiarity with automation, data, or AI tools is a plus

health, dental, mental health, vision, short
and long-term disability, life and AD&D insurance coverage
adoption/surrogacy and wellness benefits
employee/family assistance plans
retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
financial education and counseling resources
generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year
full range of statutory leaves of absence

Project Manager, Fund Operations

Key skills