Manager, Investment Reporting and Risk

Westerkirk•Victoria, BC

4d•CA$130,000 - CA$200,000•Onsite

About The Position

Westerkirk Capital Inc. (‘WCI’), a private investment company based in Victoria, BC is seeking a Manager of Investment Reporting and Risk. The organization is a single-family office investment enterprise managing assets via internal direct and third-party/external managers across a variety of portfolios and asset classes including fixed income, public equity, private equity, hedge funds, infrastructure, and real estate. The Manager of Investment Reporting and Risk will be responsible for overseeing WCI’s investment risk management and reporting functions encompassing core, special purpose and family-related investment portfolios and owned businesses. The Manager of Investment Reporting and Risk must be able to thrive in a dynamic environment with changing priorities and is a self-starter who takes initiative. We seek team members who have a patient long-term investment focus and whose values align with our culture: Entrepreneurial, Collaborative and Disciplined.

Requirements

Bachelor’s degree in business, mathematics, sciences, or related field.
Minimum 5+ years of investment operations, performance measurement and reporting, risk management and/or compliance experience.
Comprehensive and demonstrated understanding of investment and enterprise risk management principles and practices.
Proven experience managing technical-oriented investment functions and personnel.
Ability to identify and communicate issues affecting investment and enterprise risk, performance.
Independently driven and detail oriented.
Excellent quantitative, analytical, problem solving and organizational skills.
Strong written and verbal communication and interpersonal skills.
Ability to cultivate partnerships and work collaboratively in a team environment with both internal and external partners.
Commitment to high ethical standards as well as a positive, cooperative attitude.

Nice To Haves

CPA, CFA, CAIA, CIPM, FRM, PRM, CCO or equivalent designations are considered an asset.
Coding experience and an understanding of Addepar considered an asset.

Responsibilities

Maintain a robust reporting process utilizing the Addepar platform by designing, preparing and reviewing investment and risk reports for management, family and other key stakeholders.
Enhance the automation of the reporting of investment portfolio positions, performance and risk exposures.
Design, implement and maintain a comprehensive risk management framework covering market, credit, liquidity, operational, and relevant enterprise risks.
Develop robust risk metrics (VaR, stress testing, scenario analyses, liquidity profiling) and deliver clear risk and positional reporting to management, family and other key stakeholders.
Monitor aggregate and asset-class-specific exposures and risks across public and private investments, ensuring alignment with risk appetite and mandates.
Monitor and report on the exposures of Westerkirk’s external public-market and hedge fund managers, including risk and return analysis to management and other key stakeholders.
Ensure adequate liquidity across liquid and illiquid investments by preforming stress tests and generating recommendations, as well as the preparation of capital calls.
Work alongside Manager – Investment Operations on investment compliance, operations, reporting and risk functions, acting as temporary back-up on compliance and regulatory topics.