Careers at Bridgehouse

Senior Manager Finance & Fund Services | Bilingual Regional Associate

Senior Manager Finance & Fund Services

About Bridgehouse

Bridgehouse Asset Managers (Bridgehouse), a trade name for Brandes Investment Partners & Co., is a Canadian independent investment platform offering products and services in alliance with investment companies with institutional roots. Bridgehouse products and services are offered through the financial advisor network to help investors take a long-term view of their individual strategies.
For more about Bridgehouse, visit bridgehousecanada.com or connect with us on LinkedIn.

Position Summary

We are looking for a Senior Manager Finance & Fund Services to join our team. In this role, you will be responsible for the management and oversight of fund accounting, fund financials, fund tax and custody (collectively “fund services”).
Responsibilities

  • Provide senior management team with timely and relevant reporting related to fund services information for business monitoring and decision making
  • Responsible for the day-to-day management and oversight of the fund accounting and fund custody duties outsourced to the Custodian
  • Responsible for monitoring and measuring the Custodians Streets Key Performance Indicators (KPI)
  • Responsible for the preparation and review of semi-annual and annual financial statements for Brandes funds
  • Manage the year-end audit for the funds
  • Work with external auditors and service providers to complete the annual audits of the funds and corporation and prepare year-end working papers as required
  • Assist with the oversight of monthly, quarterly and annual filings with the regulators as required
  • Responsible for researching new regulatory and financial reporting requirements to ensure that the funds and corporate complies with IFRS/GAAP as well as other regulatory reporting requirements including NI 81-106
  • Responsible for the Management Expense Ratios and Fee Rebate program for Brandes funds
  • Responsible for Fund distributions project management and oversight of monthly, quarterly, annual and adhoc distributions
  • Responsible for the oversight of the fair valuation process, including conducting fair value back tests and reporting results to senior management
  • Responsible for the oversight of the daily fund valuation and financial reporting of the organization’s mutual fund and pooled products
  • Responsible for Fund Tax and maintaining primary relationship with external tax consultants
  • Responsible for monitoring and reporting on the securities lending program
  • Compile, review and report fund dilution errors on a monthly basis in accordance with established policies and procedures
  • Prepare various financial analyses and financial models to assist management team assess new fund and business opportunities
  • Provide leadership and mentoring of two Senior Financial Analysts

Qualifications

  • Resourceful self-starter with strong desire to succeed and achieve goals
  • Strong communication skills (verbal/written)
  • Excellent organization and time management skills
  • Strong attention to detail
  • Post-secondary University Degree in Accounting/Finance/Commerce or other related field
  • Attainment or working toward a professional accounting designation

All positions require relevant investment industry experience, and excellent communication and organizational skills. Please email resume and cover letter to aileen.gray@bridgehousecanada.com.

How to apply – All positions require relevant investment industry experience, and excellent communication and organizational skills. Please email resume and cover letter to aileen.gray@bridgehousecanada.com

Bilingual Regional Associate

About Bridgehouse

Always looking to help Canadians build long-term wealth and acquire sound investing principles, we work with Advisors to help them achieve financial success for their clients by:

  • Listening to their needs and recommending customized solutions for each situation
  • Providing regular access to Portfolio Managers and key decision-makers
  • Delivering educational material to help investors make better decisions

Position Summary

We are looking for a bilingual, energetic and results-focused Internal Wholesaler to join our team. In this role, you will partner with a member of the Regional Sales team to prospect and develop new business relationships within the financial advisor community while enhancing and building on existing relationships.

Responsibilities

  • Prospect and profile new advisors in your territory via phone, email and web.
  • Uncover opportunities and provide solutions to financial advisors based on their needs.
  • Proactively cultivate sales and maintain relationships by performing regular follow up.
  • Execute on territory management best practices to maximize RD and RA activity levels, which includes generating meetings for the Regional Director and maintenance and data integrity of our CRM system.
  • Effectively and confidently communicate the product’s investment philosophy, rationale, products and services, including mutual funds and SMA/UMA mandates.
  • Maintain ongoing knowledge of the firm’s products and trends impacting clients, advisors and the investment industry.
  • Work closely with the VP Sales Effectiveness and Support to develop and execute on departmental and/or firm-wide initiatives or projects in a professional manner and on a timely basis.

Requirements/Qualifications

  • Must be fully bilingual in English and French
  • Resourceful self-starter with strong desire to succeed and achieve goals
  • Relationship building skills
  • Strong communication skills (verbal/written)
  • Ability to work effectively within a close Inside Sales team environment
  • Ability to learn and demonstrate industry and product knowledge and present investment solutions
  • Excellent organization and time management skills
  • Strong attention to detail
  • Post-secondary University Degree or College Diploma
  • Three-5 years of financial services experience, inside sales experience is preferred
  • Experience in conducting online meetings is an asset
  • CSI – Canadian Securities Course
  • Completion of CIM, CFA, CFP, MBA are assets

Bridgehouse Asset Managers is committed to fair and accessible employment practices. If selected for an interview, we will work with you to ensure that your interview is accessible and that accommodation due to a disability is provided on request.

Send your application to the email address below. We thank all applicants for their interest; however, only those candidates selected for an interview will be contacted.

Contact: aileen.gray@bridgehousecanada.com

Our Commitment

Bridgehouse Asset Managers (Bridgehouse) considers all job applicants on the basis of merit, qualifications, and competence without regard to any qualified individual’s sex, race, colour, religion, national origin, ancestry, citizenship, pregnancy, age, marital status, medical condition, physical disability, mental disability, or sexual orientation.

We value our employees and invest significantly in our business and our people. We seek to attract individuals who are fresh thinkers and who wish to contribute in a collaborative, energized environment. The positions at Bridgehouse offer individuals the opportunity to be part of a winning organization and work in an atmosphere of accomplishment and enjoyment.

Bridgehouse Asset Managers welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require accommodation, please e-mail aileen.gray@bridgehousecanada.com.

To Apply

We appreciate all interest in Bridgehouse as a prospective employer and resumes not selected are retained for future consideration for one year.

All positions require relevant investment industry experience, and excellent communication and organizational skills.

Please send a cover letter indicating position of interest and resume to:

Human Resources Department
Bridgehouse Asset Managers
33 Yonge Street, Suite 300
Toronto, ON M5E 1G4
Fax: 416.306.5750 or 888.861.9991
Email: aileen.gray@bridgehousecanada.com

We, us, our, Bridgehouse, Bridgehouse Asset Managers, Brandes mean Brandes Investment Partners & Co.