Manager, Portfolio Administration & Operations

AGF Investments; Ottawa; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading investment firm in Ottawa is seeking an Operations Manager to oversee daily operations and enhance process efficiencies. The successful candidate will manage reporting, staff training, and liaise on client inquiries. The role requires over 5 years in wealth management operations and project management experience, along with certifications like CSC or CIM. Proficiency in analytical tools such as Excel and Power BI is necessary. A commitment to diversity and inclusivity is at the core of the workplace culture.

Qualifications

• 5+ years of progressive experience in Operations within wealth management or portfolio administration.
• At least 3 years of Project Management responsibilities in an operational environment.
• Hands-on experience or exposure to portfolio-management platforms such as Harmony, Pacer, or similar.

Responsibilities

• Manage day-to-day operations related to reconciliation, settlements, pricing, corporate actions, and management fees.
• Oversee the production of client reports: Quarterly, Year-end, and Tax Reporting.
• Lead onboarding and training of new operations and administrative hires.

Skills

Project / Program Management

Portfolio Management

Credit Analysis

Analysis Skills

Financial Analysis

Education

Canadian Securities Course (CSC), CIM, or equivalent certification

Tools

Microsoft Excel

Power BI

Tableau

Job description

About Doherty & Associates

Doherty & Associates is a subsidiary of AGF Investments Inc. and a private investment counsel firm that builds custom portfolios for private clients, foundations, and institutions. Doherty works with individual clients in all aspects of their finances to create a plan that helps them achieve their unique goals. Learn more about who we are and what we do at our website.

About the Role

Reporting to the Head of Operations, this role involves managing complex tasks, resolving operational issues, and facilitating process improvements. We are 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 the Operations team; deputy to the Head of Operations with lead day‑to‑day responsibility for several operational areas and project implementation initiatives.
• Provide cover for the Head of Operations when they are away on vacation or conferences.
• 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 members of the Operations team and perform other tasks as assigned.
• Special Projects: Assist with the implementation of longer‑term projects and analyses as directed by the Head of Operations, including high‑priority requests from Compliance and/or Portfolio Management teams.

Your Qualifications

• 57+ years of progressive experience in Operations within wealth management or portfolio administration.
• At least 3 years of Project Management responsibilities in an operational environment.
• Canadian Securities Course (CSC), CIM, or equivalent certification required.
• Hands‑on experience or exposure to portfolio‑management platforms such as Harmony, Pacer, or similar.
• Proficiency in Microsoft Excel, Power BI, Tableau, and other analytical/reporting tools.
• Excellent communication and problem‑solving skills.
• Attention to detail.
• Ability to think strategically and consider downstream implications of process changes or issues.

Required Experience

Manager

Key Skills

• Project / Program Management
• Project Portfolio Management
• Portfolio Management
• Credit Analysis
• Banking
• Pricing
• Analysis Skills
• Financial Analysis
• Budgeting
• Property Management
• Contracts

Employment Type: Full‑Time

Experience: years

Vacancy: 1

No unsolicited agency referrals please.

AGF is an 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 for applicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process, please contact us so that appropriate arrangements can be made.