- – Lead IT department to deliver effective services and support for retail operations.
- – Develop strategic technology plans that align with business objectives and goals.
- – Oversee system upgrades and ensure data security protocols are effectively implemented.
- – Manage data stewardship and ensure accurate fund accounting processes.
- – Process corporate actions and swaps, recording transactions in the system.
- – Prepare daily asset mix reports and address related queries effectively.
- – Process Verafin alerts and manage cases to ensure AML compliance.
- – Prepare and submit AML regulatory reports to meet legal requirements.
- – Advise clients on AML and non-AML compliance, including CASL and FATCA.