Director, Investment Services

 

Alberta Innovates (AI) is seeking a Director, Investment Services responsible for planning, implementing and leading corporate investment due diligence and market intelligence support for Alberta Innovates programs. The primary responsibility of the role is to oversee and evaluate a team of investment professionals’ analysis to ensure that they create justified positions to drive evidence-based operational, capital and investment recommendations. The successful applicant will also need to be able to provide leadership and advice, build stakeholder relationships, and ensure activities are compliant with corporate policies and applicable regulatory requirements.

 

Are you our next Director, Investment Services? You would be a good fit for this position if you: 

 

  • Has the ability to lead and make strategic decisions and demonstrates effective leadership skills, strategic thinking, and the capability to guide a team in achievement investment objectives.
  • Deep understanding of investment strategies, risk management and financial markets.
  • Strong interpersonal and communication skills and capable of building relationships with clients, presenting investment strategies, and collaborating with internal teams.

 

We are game changers. 

 

Alberta Innovates is a provincially funded corporation with a mandate to deliver 21st-century solutions for the most compelling challenges facing Albertans. We do this by building on our province’s research and technology development strengths in the core sectors of health, environment, energy, food and fibre, and platforms such as artificial intelligence, nanotechnology and omics. We are working with our partners to diversify Alberta’s economy, improve our environmental performance and enhance the well-being of Albertans through research and innovation. 

 

Our subsidiary, InnoTech Alberta, offers a diversified range of scientific engineering and technological research and testing capabilities, and the facilities to support technology scale-up. Our multidisciplinary team has the depth of experience to work across all sectors, from energy to health to food and fibre. InnoTech Alberta offers you access to research talent, technical expertise, and unique facilities that can help accelerate technology development that serves both the private and public sector.

 

Intrigued? Here’s some more information about the position: 

 

Reporting to the Associate Vice President, Investments the Director, Investment Services will also be responsible for gathering, analyzing, and creating a compendium of market intelligence, sharing the associated knowledge with program areas, and assisting the same with interpretation of the information.  The successful incumbent will be accountable for (but not limited to) the following: 

  • Identifies sources and gathers market intelligence information to inform and make key analytical decisions (including future casting) to support corporate functions; develops and improves tools, system and processes; develops relationships with internal stakeholders, peers and colleagues to understand program priorities and technological innovations and manage requests, approval/submission processes and outcome delivery expectations; and develops and maintains relationships with external stakeholders, industry colleagues and government representatives to facilitate application and approvals, remain current on industry best practices and emerging trends and promote Alberta Innovates program initiatives.
  • Conducts and manages the review, analysis and approval processes of investment applications; ensures due diligence on the financial, business and technological feasibility of applications by researching industry best practices, liaising with stakeholders to validate business cases and technologies, conducting in-depth research evaluations of investment applications and providing recommendations for funding approval; monitors the quality and effectiveness of Investment Services processes and services and manages improvement initiatives (e.g., implementation/enhancement projects); and, works collaboratively with the grants team, refreshes standards, policies and procedures.
  • Provides leadership and manages Investment Services staff activities by assigning and directing work; coaches staff to ensure improvements and policy/practice changes are incorporated into day-to-day activities; establishes team goals and objectives; monitors productivity, work quality and workloads; ensures adherence to policies and practice standards; manages recruitment and performance review activities; and ensures the availability of skill development, coaching and training opportunities for staff.
  • Provides guidance, subject matter expertise and counsel to leadership/senior managers about Investment Services management activities to ensure processes/requirements are understood, issues are resolved and desired outcomes are facilitated.  Also, works with Associate Vice President to manage Investments Services budgets and reporting activities including authorizing expenditures within budget and approved limits, explaining variances, and ensuring the timely submission of required internal and external reports and financial/regulatory documents.
  • Implement effective risk management strategies, assessing and mitigating potential risks associated with investment portfolios.
  • Stay abreast of industry developments, emerging technologies, and new investment opportunities to ensure the organization remains competitive and adapts to market changes.

Educational Requirement:

  • Bachelor’s degree in commerce, Business Administration, Economics, Science or Engineering with extended work experience may be substituted for education credentials if appropriate. CFA, master’s degree in commerce, Business Administration, Economics, Science or Engineering preferred.

Experience and Qualifications we are looking for:

  • Minimum of ten years of business management experience in consulting, private equity or venture capital, commercial/investment banking or working with or for a technology based Small to Medium Enterprise (SME)
  • Minimum of 5 years of experience in budget and forecasting
  • Minimum of 5 years of experience in research orientated environment.

 

Skills Required:

  • Analytic, strategic problem solving and decision-making skills.
  • Planning and priority management skills, including project management skills.
  • Budgeting, sales, business development and corporate planning knowledge
  • Excellent verbal, written, listening and interpersonal skills to convey concepts and information and maintain internal and external stakeholder relationships.
  • Financial management and business case development skills
  • People management, leadership, and coaching skills
  • Proven experience in implementing and executing collaborative projects.
  • Ability to work both in a team environment as well as independently.
  • Strong understanding of business and government processes
  • Basic computer skills (includes but is not limited to word processing, spreadsheets, and databases, using presentation software, etc.)

Why Alberta Innovates?  

We offer our employees opportunities to work on projects that will expand their skill sets while witnessing the visible impacts of their efforts. We value the development of our employees and create opportunities for working in capacities that allow new skills to be learned. We know that the wellness of our team is the most important part of our business, so we offer a strong benefits package and generous vacation and paid time off programs to promote work-life balance.   

 

The final candidate will be required to undergo a security clearance. All interviewees must be able to meet the requirement specified in the Physical Demand Analysis. This document will be supplied during the interview process to the successful candidate. This competition will remain open until a successful candidate is found.  

 

ALBERTA INNOVATES IS COMMITTED TO THE PRINCIPLE OF EQUITY IN EMPLOYMENT AND ENCOURAGES APPLICATIONS FROM ALL QUALIFIED INDIVIDUALS. WE WISH TO THANK ALL APPLICANTS FOR THEIR INTEREST. HOWEVER, ONLY THOSE INVITED FOR AN INTERVIEW WILL BE CONTACTED.