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Manager, Portfolio Administration & Operations
Job summary
A financial services firm is seeking an Operations Manager to oversee day-to-day processes, manage operational challenges, and implement improvements. The ideal candidate will have extensive experience in wealth management operations, strong analytical skills with tools like Power BI, and proven project management abilities. This role offers the chance to lead a dynamic team in a fast-paced environment in Ottawa, Canada.
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 systems such as Harmony, Pacer or similar operational/portfolio management platforms.
Responsibilities
- Manage day-to-day operations related to reconciliation, settlements, pricing, and management fees.
- Oversee the production of client reports and provide expert guidance for back-office inquiries.
- Lead onboarding and training of new operations and administrative hires.
Skills
Education
Tools
About Doherty & Associates
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.
- 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
- 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
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.