Holtham Asset Management Corporation Looking for Controller / Office Manager / Executive Assistant to the CEO: at Westmount, Quebec Full Time

Holtham Asset Management is an investment manager that coordinates investment activities across a wide range of disciplines on behalf of a private family office located in Westmount, Quebec.

Our primary areas of focus are Public Markets and Real Estate, as well as LP (Limited Partnership) positions with a variety of external investment managers in Hedge Funds, Private Equity and other Alternative and Traditional Investments.

We are seeking a qualified and experienced individual with significant Accounting, Tax and/or Finance experience to join our team full-time as a Controller / Office Manager.

This position is for a 1-year contract, and will be a hybrid remote/in-person position, with 2-3 days in the office per week.

This is a new and exciting role for someone with considerable experience who is a team-player, is highly self-motivated and has an interest in business and investing.

Primary Responsibilities will include:
 Serve as primary administrative contact for all external service providers (tax, fund administration, custody, investment management).
 Maintain and oversee corporate filings (tax, registrations and other) for several holding companies.
 Work with external managers and service providers to ensure regulatory compliance.
 Maintain accurate and detailed records of prospective and active investment opportunities by investment category.
 Liaise with external parties to provide updates on investment opportunities.
 Maintain and update financial analyses in Microsoft Excel.
 Maintain and update presentations in Microsoft PowerPoint.
 Coordinate and schedule high-frequency meetings and manage corporate calendar.

Additionally, the candidate is expected to be the ‘point person’ on all administrative duties related to the day-to-day functioning of the office, including replenishment of supplies and liaising with building administration. Candidate is also expected to be integrally involved in future HR expansion including review of resumes and interviewing prospective applicants.

Candidate Requirements:

 Positive attitude, patience for detail, a high degree of self-awareness, personal accountability and integrity, and a drive to get things done.
 Bachelor’s Degree or Equivalent (Preferred: Accounting, Finance, Law)
 5+ years’ experience in industry as an Accountant/Controller or similar role.
 Microsoft Office Suite (strength in Excel required).
 English Native Fluency.
 French Working Fluency.
Hybrid Schedule (2-3 days in office per week).