Senior Portfolio Operations & Projects Lead

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

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.