Financial Planning and Analysis

• partner with the Director of Portfolio Management on high-priority strategic business initiatives
• act as a proxy or delegate for the Director when needed
• lead strategic projects through to successful completion with full accountability
• ensure strategic alignment across departments to support firm-wide investment goals
• contribute to operational oversight of the investments platform
• address issues across investment operations, compliance, marketing, and digital enablement
• navigate complex priorities to drive initiatives that support long-term investment strategy
• liaise between the investment team and Portfolio Management, Relationship Management, and Asset Allocation
• collaborate with Digital Strategy, Marketing, Trust & Estates, and Investment Operations teams
• work across departments and business functions at senior levels
• engage in cross-functional business management tasks

Investment Associate, National Investment Team

Vice President, Investments Underwriting

Director of Finance – Administration

FP&A Manager

Senior Manager – Business Finance

Senior Offer Development Strategist, Financial Planning & Coaching