Advisor for ETF and Fund Setup

Enhance operational efficiency in ETF and mutual fund onboarding at National Bank. This Senior Advisor role requires strong fund operations knowledge and multi-team engagement.
Positioned in Montreal or Toronto, you will manage the seamless onboarding of new investment products, emphasizing effective communication and organization. Your in-depth experience in fund administration is key to meeting regulatory standards and coordinating crucial timelines in a fast-paced environment.
Key Responsibilities:
• Serve as primary contact for mutual fund and ETF onboarding
• Oversee integration across operational and accounting platforms
• Collect and validate onboarding-related information
• Document onboarding processes and operational features
• Mentor team members and foster knowledge sharing
Requirements:
• Bachelor’s degree in Finance, Accounting, or related field
• At least 5 years of experience in fund operations
• Strong understanding of mutual funds and ...