About Giverny Capital

A wealth management firm with a truly long-term investment horizon.

Giverny Capital is a Montreal-based investment advisor specializing in private wealth management that also offers financial planning services. Our investment philosophy is long-term fundamental analysis.

We consider those who entrust us with the management of their investments as partners, rather than merely clients. Our approach is to acquire for these cherished partners the same holdings that we rigorously choose for the personal portfolio of our lead manager and founder, François Rochon (the Rochon Global portfolio). Doing what we say and saying what we do is a maxim that is ingrained within our firm.

Culture, Mission, and Values

Values that guide our actions: Performance, Integrity, & Rigour

To help our clients achieve their financial goals in a professional, safe, and transparent environment. It is by taking the time to select our holdings carefully and by demonstrating exemplary patience that we have succeeded in achieving our long-term return objectives. While many grow impatient and opt for shortcuts, we maintain a steadfast approach in our noble quest for wealth creation. Giverny Capital remains faithful to its investment strategy, which has remained unchanged since its inception.

Description

Reporting to the President and acting as his right-hand man, the Chief Operating Officer plays a central strategic role in coordinating and optimizing internal processes. He ensures strong cohesion between the various teams, supervises project execution, and maintains maximum fluidity in all operational processes, while actively supporting the firm’s overall efficiency.

Main Responsibilities

• Support the President in executing the strategic plan and act as an operational and administrative resource within the firm
• Act as manager and leader for the following employees and departments:
  • The customer service department
  • The customer development department
  • The portfolio operations management department
  • The regulatory department
  • The HR component of the accounting department (such as payroll management)
• Ensure smooth and effective collaboration between all departments, including those under your supervision and the portfolio management team, in a spirit of collegiality
• Work closely with the IT, administrative, compliance, portfolio management, and customer service teams to ensure optimal integration of standardized processes
• Maintain and develop relationships with customers and other partners, particularly in terms of documentation provided, follow-ups on their requests, or by intervening directly when issues arise
• Coordinate and structure all operational projects, from planning to implementation, including managing timelines, deliverables, and documentation, while ensuring best practices are in place
• Optimize internal processes related to portfolio management to ensure the efficiency, compliance, and quality of operations
• Establish key performance indicators (KPIs) and ensure rigorous monitoring to improve operational results
• Ensure the smooth running and continuity of daily activities by identifying operational issues and deploying effective and sustainable solutions
• Supervise, motivate, and develop team members under your responsibility
• Participate in change management and foster a culture of continuous improvement while establishing clear and measurable objectives

Required Qualifications

Education

• Bachelor’s degree in business administration, finance, accounting, or any other related discipline relevant to the role
• Be registered (or eligible) as a full-fledged securities advisor with the AMF

Professional Experience

• Minimum of 20 years of experience, including management of professionals and operations, ideally within a portfolio management, investment, or private wealth management firm
• Proven experience in operations management and administrative management
• Experience in process optimization and improvement (systems, automation, etc.)
• Good knowledge of regulations and compliance, ideally to become the firm’s Chief Compliance Officer
• Experience in securities (an asset)
• Experience in portfolio management or exposure to asset management operations (an asset)

Skills

• Ability to mobilize and develop multidisciplinary teams
• Good understanding of financial market mechanisms and associated terminology
• Knowledge of Quebec’s regulatory framework (AMF), including compliance concepts
• Awareness of cybersecurity issues and understanding of best practices in information security
• Fluency in French and English, both spoken and written

Abilities

• Motivational and unifying leadership
• Demonstrated interest in operations and administration management
• Intrapreneurial profile focused on action, operational efficiency, and continuous improvement
• High level of rigor, credibility, and professional maturity
• Excellent communication skills and customer-oriented approach
• High level of rigor, credibility, and professional maturity
• Superior organizational skills and strong strategic thinking
• Integrity, kindness, professionalism, and the ability to build trust
• Proven coordination and problem-solving skills

Why Join Giverny Capital

• A tangible impact: Play a strategic role that directly contributes to improving operational efficiency and to structuring projects that have a real impact on the organization’s performance
• Vision inspired by the best investors: Founded by François Rochon, whose philosophy draws on the teachings of Warren Buffett to build sustainable, high-performance strategies.
• Sustained growth and solid client base: Loyal clients, built through a patient, rigorous approach focused on long-term value.
• Stable and committed team: Several employees have been with the company since its inception, demonstrating a strong, human, and collaborative internal culture.
• Inspiring work environment: Collaborative offices that reflect a passion for art, stimulating reflection, creativity, and innovation.
• Relationship-focused culture: Priority given to respect, transparency, and attention to clients, partners, and employees.
• Total alignment with clients: Shareholders invest in the same portfolios as clients—a unique relationship of trust and a shared commitment to performance.

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Only the people selected for an interview will be contacted. We support the principle of employment equity.

TALINKO is a recruitment firm of middle and senior executives, also offering support in recruiting members of the board of directors or advisory committee. We operate in different business sectors.

Please note that the masculine is used to lighten the text without prejudice against the feminine form.