Investment Valuation Accountant Role
Plannera-Pension- • regina, Canada
Role Description
Join Plannera in Regina, Saskatchewan, as an Investment Valuation Accountant, focusing on delivering precise investment data and financial integrity. The role demands expertise in valuation processes and investment management.
In this pivotal position, you will report to the Director of Investment Operations and play an essential role in a collaborative team of pension professionals. You’ll lead investment reconciliations and manage the lifecycle of private market investments, ensuring compliance and operational excellence. Attention to detail, technical skills, and problem-solving capability are vital in this challenging role.
Key Responsibilities:
• Direct coordination of reconciliations with investment managers
• Handle cash flow management and liquidity monitoring
• Ensure accurate setup of investment products and portfolios
• Participate in audit and compliance documentation
• Mentor junior staff and provide operational guidance
Requirements:
• At least ...
In this pivotal position, you will report to the Director of Investment Operations and play an essential role in a collaborative team of pension professionals. You’ll lead investment reconciliations and manage the lifecycle of private market investments, ensuring compliance and operational excellence. Attention to detail, technical skills, and problem-solving capability are vital in this challenging role.
Key Responsibilities:
• Direct coordination of reconciliations with investment managers
• Handle cash flow management and liquidity monitoring
• Ensure accurate setup of investment products and portfolios
• Participate in audit and compliance documentation
• Mentor junior staff and provide operational guidance
Requirements:
• At least ...