Senior Director, Valuations
About The Position
The Senior Director is responsible for overseeing the valuation of investments as well as providing strong leadership that includes an innovative & collaborative team approach. The Senior Director will function in a technologically advanced, dynamic and complex global investment environment. As a member of the Finance Leadership team, this role offers a strategic oversight role for someone with deep valuations expertise who enjoys relationship building with asset classes. The Finance department is part of BCI Operations and is responsible for investment and corporate accounting, valuations, as well as financial statements and financial reporting to our clients. Valuations team focuses on the daily price verification for Fixed Income and Public Equity securities as well as the quarterly and year-end valuation processes for BCI’s private market investment portfolio, including Private Equity, Infrastructure & Renewable Resources, and Private Credit. The branch also resolves IFRS accounting and valuation issues across all asset classes, prepares annual financial statements for BCI programs, pooled funds, and Combined Funds, and reports and presents financial and valuation information to BCI’s Valuation Committee and Board and Board-related committees.
Requirements
- CPA or equivalent designation (CFA, CBV preferred)
- Minimum 15 years of progressive valuations experience in the investment or securities industry, including at least 10 years of strong leadership experience managing a team of professionals
- Strong technical expertise in the valuation of public and private market investments, including experience with valuation methodologies for Private Equity, Infrastructure, Renewable Resources, and Private Credit
- Understanding of investment structuring and financial reporting standards
- Ability to establish and maintain strong governance frameworks and internal controls
- Experience leading and developing high-performing teams through coaching, talent development, and performance management
- Strategic and proactive mindset with strong analytical and problem-solving abilities
- Excellent communication skills, including the ability to prepare briefing materials and present complex valuation matters to executive leadership, Board of Directors, Valuation Committee and external clients
- Proven ability to build trust and influence stakeholders at all levels, driving continuous improvement and change in a demanding environment
Responsibilities
- Serves as a member of the Finance Leadership Team, contributing to department strategy and cross-functional initiatives
- Leads the Valuations branch, ensuring effective delivery of valuation services as the branch evolves operations and systems
- Champions cross-functional collaboration and leverages networks to align with best practices and deliver innovative solutions
- Ensures adherence to internal controls, efficient resource allocation, and continuous improvement of systems, processes, and reporting standards, while proactively managing operational risks
- Prepares and presents analysis and recommendations to the Valuation Committee, Board of Directors and senior leadership
- Builds strong partnerships across Asset Classes, Investment Strategy & Risk, and Operations to deliver business-critical valuation analytics
- Leads the Valuations team responsible for daily valuation operations and ensures timely, accurate valuations across all investment products
- Oversees the valuation of public and private market investments, including daily price verification for fixed income and public equity securities
- Directs quarterly and year-end valuation processes for BCI's private market investment portfolio, including Private Equity, Infrastructure & Renewable Resources, and Private Credit
- Provides subject matter expertise on complex valuation issues for both liquid and illiquid investment products
- Maintains independence and integrity while reviewing valuation reports prepared by external and internal stakeholders
- Advises on and recommends valuation and reporting policies and applicable regulations to ensure alignment with client and stakeholder requirements and BCI governance
Benefits
- performance-based incentive plan
- comprehensive health & dental benefits
- defined benefit pension plan
- paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Director
