Finance Team Lead Mutual Fund

Position Description:

The Finance Team Lead - Mutual Fund (High Net Worth) Operations provides leadership and oversight for the team supporting CI Global Asset Management (CI GAM) and its high-net-worth product lines. The role is responsible for managing day-to-day team operations ensuring operational excellence mitigating risk achieving client Service Level Agreements (SLAs) and supporting continuous improvement initiatives. The Supervisor serves as the primary link between team execution client expectations and operational management.

Your future duties and responsibilities:

Key Responsibilities

. Team & People Leadership
. Team Coverage Management: Oversee scheduling time-off requests absences and workload redirection to ensure adequate coverage.
. Daily Support & Coaching: Provide guidance hands-on support and mentorship to team members through one-on-one discussions instant messaging and feedback sessions.
. Team Engagement: Foster a collaborative high-performing team environment through regular meetings recognition and professional development opportunities.
. Operational Oversight & Risk Management
. Workflow & Resource Management: Monitor team workload and strategically deploy resources to ensure timely and accurate completion of tasks.
. Risk Mitigation & Approval: Review and approve high-value trades adjustments and restrictions to minimize errors and operational risk.
. Performance Monitoring: Track team performance through key metrics including error rates SLA adherence and individual contributions.
. Client & Stakeholder Engagement
. Client Liaison: Act as primary contact for CI GAM internal teams regarding day-to-day operations and issue resolution.
. Performance Reporting: Provide updates on team performance operational metrics and risk trends to leadership and stakeholders.
. Collaboration: Support Manager and senior leadership by contributing to process improvements system enhancements and operational initiatives.
. Strategic Initiatives & Continuous Improvement
. Onboarding & Training: Lead onboarding of new team members and upskilling of existing staff including setting expectations providing training and monitoring performance.
. Process Optimization: Identify opportunities to enhance efficiency accuracy and quality in operational processes.
. Project Participation: Contribute to projects related to system enhancements new product features and operational improvements.

Required qualifications to be successful in this role:

Educational Background

. Post-secondary degree in Finance Economics Business Administration or a relevant discipline.


Career Experience

. Minimum of 3 years in a people-management or supervisory role within asset management back-office operations financial services or related fields.
. Strong understanding of financial services operations including mutual funds investment products fund administration wealth/investment management and client account administration.
. Certification and completion of the IFIC or Canadian Securities Course is beneficial.
. CFA designation or progress toward completion.



Skills

. Leadership & Team Development: Demonstrated ability to lead coach and develop a team while fostering engagement ensuring accountability and maintaining operational excellence and risk management.
. Compliance & Risk Focus: Strong commitment to enforcing policies standards and best practices across all team functions to proactively mitigate risk and maintain high-quality outcomes.
. Operational Excellence & Metrics Management: Skilled at implementing monitoring and optimizing KPIs SLAs and performance indicators to drive results efficiency and continuous improvement.
. Analytical & Strategic Thinking: Data-driven and solution-oriented; able to diagnose complex issues and translate insights into actionable strategies that improve outcomes.
. Communication & Collaboration: Exceptional verbal written and presentation skills; able to influence engage and build trust across all levels and stakeholders.


Other Expectations

. Team Development & Coaching: Support team growth through training feedback and professional development opportunities.
. Operational Oversight & Quality Assurance: Ensure daily operations meet or exceed client expectations SLAs and quality standards while proactively managing risk.
. Continuous Improvement: Identify inefficiencies and contribute to initiatives that enhance operational effectiveness and team performance.
. Metrics & Results Orientation: Monitor performance indicators track team metrics and ensure consistent achievement of operational goals.
. Feedback-Driven Management: Actively seek analyze and apply feedback from team members peers and leadership to continuously improve team performance and operational outcomes.

Skills:

• Account Management
• Adaptability
• Analytical Thinking
• Collaboration
• Communication
• Critical-To-Quality Auditing
• Detail-oriented
• English
• Financial management
• Innovation and creativity
• Problem Solving
• Process coordination
• Regulatory Risk-Management
• Result oriented
• Transaction Banking
• Wealth Management

What you can expect from us:

Together as owners lets turn meaningful insights into action.

Life at CGI is rooted in ownership teamwork respect and belonging. Here youll reach your full potential because

You are invited to be an owner from day 1 as we work together to bring our Dream to life. Thats why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our companys strategy and direction.

Your work creates value. Youll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas embrace new opportunities and benefit from expansive industry and technology expertise.

Youll shape your career by joining a company built to grow and last. Youll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.

Come join our teamone of the largest IT and business consulting services firms in the world.