Kingsdale Advisors

Manager, Business Operations

Posted: 6 hours ago

Job Description

About Kingsdale Advisors:Kingsdale Advisors (a WeShall Investments Company) is the leading advisor to public companies on shareholder, governance and transaction-related matters. The firm has been at the centre of many of the largest and most high-profile proxy fights, M&A transactions, shareholder activism and other special situations across North America. We deliver a multidisciplinary offering spanning strategic and defensive advisory, governance and compensation advisory, and advanced solutions for proxy solicitation and strategic voting insights. For over two decades, public companies have relied on Kingsdale's expertise to secure the success of transactions and resolutions driven by shareholder votes.Your Role and How You Will Contribute:The Manager, Business Operations of Kingsdale Investor Services Inc. Barbados is responsible for providing and managing shareholder advisory services, people, operations, finance, and administration functions to support Kingsdale's North American operations and its affiliates.The Manager oversees the execution of research, analytics, advisory support, and communications for such services as Annual Shareholder Meetings, Plans of Arrangement, Tender Offers, Contested Meetings, and Asset Reclamation.This role reports to the Management Committee of WeShall Investments Inc.RequirementsKey Duties and ResponsibilitiesShareholder Advisory Support:Manage in coordination with the Toronto Shareholder Advisory Team, all Barbados-based research, analytics, advisory support, and client communicationsSupport client engagements such as Annual and General Meetings, Plans of Arrangement, Tender Offers, Contested Meetings, and Asset ReclamationProvide advisory support and analysis using internal databases, models, and reportsEnsure campaign timelines and deliverables are met. Collaborate with the Vice President of Shareholder Advisory in Toronto to ensure cross-office coordination, workflow optimization, and consistent service standards. Staffing, Operations, and Performance Management:Supervise a multidisciplinary team currently of four, providing mentorship and performance feedbackOversee staffing, recruitment, onboarding/offboarding, training, goal setting, performance reviews, and succession planningDevelop and monitor KPIs to align with corporate goalsEnsure adherence to standard operating procedures and quality assurance frameworksCoordinate work requests and monitor deliverables against Service Level Agreements (SLAs)Escalate material issues or risks impacting client mandates to the Management CommitteeFinance and Administration:Oversee finance operations, including accounting, contract management, accounts payable/receivable, payroll, budgeting, and forecastingEnsure compliance with internal policies, data governance, and external regulatory and tax requirementsSupport financial planning, cost control, and process improvement initiativesManage internal controls and maintain accurate reporting and analysisFacilities management of officeEducation:University Degree in Accounting, Finance, Business Administration, Economics, or related discipline requiredQualifications:Minimum 5 years of experience in a managerial role within a professional services firmProven leadership in managing multi-functional teams and fostering a culture of high performanceExcellent project management and organizational skills; ability to manage multiple mandates under tight deadlinesKnowledge of finance and accounting principles and practicesExperience in proxy solicitation, shareholder advisory, corporate finance and/or legal experience considered an assetEstablished relationships within corporate, legal, and financial communitiesStrong analytical, quantitative, and forecasting abilitiesStrong understanding of shareholder voting processes, corporate governance, and capital marketsExceptional communication and relationship management skillsAdvanced proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and data management toolsEquity Statement:WeShall Investments is committed to creating and sustaining a diverse, equitable, and inclusive workplace. We welcome applications from individuals of all backgrounds and strongly encourage applications from members of equity-deserving groups, including but not limited to Black, Indigenous, and racialized people, persons with disabilities, members of the LGBTQ+ community, and women. Accommodations are available upon request throughout the recruitment and employment process in accordance with the Accessibility for Ontarians with Disabilities Act (AODA).

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