Manager, Portfolio Administration & Operations

AGF; Ottawa; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading investment counsel firm is seeking an Operations professional in Ottawa. This role involves managing operations, resolving issues, and overseeing report production. Ideal candidates have 5-7 years in operations within wealth management, alongside proficiency in key analytical tools. A commitment to fostering an inclusive workplace is emphasized.

Qualifications

• 5-7 years of progressive experience in Operations within wealth management or portfolio administration.
• 3 years of Project Management responsibilities in an Operational environment.
• Hands-on experience or exposure to operational/portfolio management platforms required.

Responsibilities

• Manage day-to-day operations related to reconciliation, settlements, pricing, and more.
• Oversee the production of client reports.
• Serve as the first point of contact for back-office inquiries.

Skills

Attention to detail

Project management

Problem-solving

Communication

Education

Canadian Securities Course (CSC), CIM or equivalent certification

Tools

Microsoft Excel

Power BI

Tableau

Harmony

Pacer

Job description

About Doherty & Associates

Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom portfolios tailored for private clients as well as foundations and institutions. Doherty works with individual clients in all aspects of their finances, building a plan that will help them achieve their unique goals. Learn more about who we are and what we do at www.doherty.ca.

About the Role

Reporting to the Head of Operations, this role involves managing complex tasks, resolving operational issues, and facilitating process improvements. We’re seeking a detail-oriented and proactive operations professional who thrives in a fast-paced environment, communicates effectively within a team, and consistently exceeds client expectations. Strong time management, attention to detail, and a deep understanding of internal systems are essential for success.

Your Responsibilities

• Senior member of Operations team at Doherty; deputy to Head of Operations with lead day-to‑day responsibility for a number of Operational areas and project implementation initiatives at Doherty.
• Provide cover for Head of Operations when they are away on vacation, at conferences etc.
• Manage day-to-day operations related to reconciliation, settlements, pricing, corporate actions, estate administration and management fees.
• Oversee the production of client reports: Quarterly, Year-end, CRM2 and Tax Reporting.
• Serve as the first point of contact for back‑office inquiries, providing expert guidance and timely issue resolution
• Lead onboarding and training of new operations and administrative hires
• Provide guidance on best operational practices and system usage
• Back‑up to members of Operations team and other tasks as assigned.
• Special Projects – Assist with the implementation of longer-term projects and analyses as directed by the Head of Operations, which may include high‑priority requests from Compliance and/or Portfolio Management Teams

Your Qualifications

• 5–7 years of progressive experience in Operations within wealth management or portfolio administration
• 3 years of Project Management responsibilities in an Operational environment
• Canadian Securities Course (CSC), CIM or equivalent certification required
• Handson experience or exposure to systems such as: Harmony, Pacer or similar operational/portfolio management platforms
• Proficient in Microsoft Excel, Power BI, Tableau and other analytical/reporting tools
• Excellent communication and problem‑solving skills
• Attention to detail
• An ability to think strategically and consider downstream implications of process change or issues

No unsolicited agency referrals please.

AGF isan equal opportunity employer committed to fostering an inclusive and accessible workplace. We welcome and encourage applications from individuals of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the 2SLGBTQIA+ community.

We do not discriminate on the basis of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, disability, or any other status protected by applicable legislation.

We are committed to providing reasonable accommodations forapplicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process, please contact us at [e-mail] so that appropriate arrangements can be made.