Investment Operations Manager

Location: Montréal
Employment Type: Full-time, Permanent
Work Arrangement: Onsite

Who We Are

Altium Wealth Architecture is an independent, Montreal-based multi-family office offering wealth management, investment management, and in-house operating platform.

We serve a select group of high-net-worth clients across Québec and Canada, including entrepreneurs, executives, and their families, with a focus on preserving and growing wealth across generations.

We are not affiliated with any bank, financial institution, or financial product. That independence shapes how we advise clients, how we make decisions, and how we build our team.

As we continue to grow, we are building the team and operational infrastructure to support our evolution.

About the Role

We are seeking an Investment Operations Manager to operate at the center of the firm’s investment operations, data integrity, and client reporting.

This is a high-responsibility role where precision, ownership, and consistency are critical. You will be responsible for the accuracy and reliability of all investment-related data, the production of high-quality client reporting, and the integrity of performance and tax-related processes.

This role is well suited to a rigorous, analytical professional who takes pride in getting the details right, thrives in a structured environment, and brings a strong sense of accountability and ownership to their work.

Core Responsibilities

Investment Operations

  • Execute all transactions, including trades, capital movements, and alternative investment subscriptions
  • Monitor settlements across asset classes and ensure proper execution
  • Perform daily reconciliations of holdings, transactions, and cash balances
  • Conduct month-end pricing validations and ensure data accuracy across systems
  • Investigate and resolve discrepancies between internal systems, custodians, and fund managers
  • Coordinate account transfers and maintain ongoing communication with custodians
  • Serve as a key operational resource for internal teams and external stakeholders

Client Reporting & Account Administration

  • Produce, review, and deliver quarterly and annual portfolio reports to a high standard of accuracy and presentation
  • Ensure consistency across portfolio management systems, custodians, and client-facing reports
  • Oversee the setup and maintenance of client accounts within portfolio systems
  • Act as the primary point of contact with system providers for reporting enhancements and issue resolution

Performance & Analytical Support

  • Review and validate portfolio performance calculations (TWR, IRR, etc.)
  • Analyze results and identify key drivers of performance
  • Ensure proper treatment of performance-impacting events (cash flows, transfers, corporate actions, pricing)
  • Investigate anomalies and contribute to explanations and resolution

Tax & Book Value Management

  • Support tax season activities, including preparation and review of client tax reporting packages
  • Coordinate collection and validation of tax slips from custodians and fund managers
  • Maintain accurate adjusted cost base (ACB) records across portfolios
  • Liaise with accountants, custodians, and fund managers to resolve tax-related matters

Qualifications & Experience

  • 10+ years of experience in wealth management, investment operations, portfolio administration, fund administration or a related role
  • Bachelor’s degree in finance, accounting or related field
  • CSC, CIM, CFA or equivalent professional designation considered an asset.
  • Experience supporting trade processing, reconciliation, corporate actions, performance analysis, and fee administration in an investment operations environment
  • Experience with traditional and non-traditional investment funds (e.g. private equity, private credit, real estate, hedge funds, and other alternative investments)
  • Experience working with portfolio management systems and custodians
  • Advanced Excel skills and strong analytical capabilities
  • Exceptional attention to detail and a high standard of accuracy
  • Ability to manage multiple priorities in a structured and autonomous manner
  • Strong communication skills, with the ability to explain complex information clearly
  • Collaborative, proactive and comfortable in a dynamic, entrepreneurial environment
  • Bilingual in French/English (written/verbal)*

*This position involves interaction with clients, partners and stakeholders operating nationally and globally. Bilingualism in both French and English is therefore a requirement of this role.

What We Offer

  • A high-performance, quality-driven environment
  • A collaborative, human culture focused on performance, excellence, and continuous improvement
  • The opportunity to play a meaningful role in the firm’s growth
  • Competitive compensation and comprehensive benefits

Application Process

Please submit your résumé and cover letter to [email protected] by June 5, 2026.

Applications are reviewed on a rolling basis. We encourage early submission. Only candidates selected for an interview will be contacted.

All inquiries are held in the strictest confidence.