Portfolio Administrator

1 week ago

Ottawa, Ontario, Canada Canadian Medical Protective Association Full time
Job Information Questionnaire
-
PORTFOLIO ADMINISTRATOR**
CONTRIBUTING TO THE CMPA

  • The CMPA's Investment department manages a $6 billion portfolio deployed across traditional and alternative strategies including a significant allocation to private assets and hedge funds. The department also supports the Investment Committee in determining the strategic asset mix to help the Association, an essential component of the Canadian healthcare system, meet its objectives. The Portfolio is managed from a multidimensional risk framework where leverage is used to improve efficiency within our ValueatRisk budget.

POSITION OVERVIEW

  • Reporting to the Lead, Investment Administrative Services, the Portfolio Administrator provides comprehensive administrative support and coordination to the Investments department. The incumbent is primarily responsible for supporting the Front Office team but will also lend occasional support to the Performance & Risk team within the Middle Office as well as the Portfolio Accounting team within the Finance department.


The Portfolio Administrator is responsible for a range of tasks that support and enable departmental operations, including document and information preparation and distribution, schedule management, departmental record and information (RIM) related activities, and processing money movements.

The incumbent is a critical resource for the Investment department; as such, the incumbent demonstrates excellent communication skills, has the ability to develop and maintain strong relationships, and has experience balancing work from multiple sources.


  • The incumbent works in a confidential environment, handling sensitive information with discretion. The incumbent has an exceptional eye for detail and the ability to interact with all levels of CMPA staff, management, as well as a wide range of external stakeholders. Tact, diplomacy, and professionalism are required at all times.

POSITION ACTIVITIES

Portfolio Administration Support 40%

  • Ensures confidential information and documents are protected, in compliance with CMPA security and privacy policies for documents and materials either being sent or received by the Investments team
  • Provides external parties with the necessary confidential documentation according to country legislation required for opening new accounts or AML refresh requests
  • Completes time sensitive legal subscription agreements (specific to each country) for review and sign off; includes reviewing sizeable documents carefully assessing the questions being asked to determine the appropriate response depending on the account owner entity, and raise any unclear items with the Portfolio Manager for clarification with the fund manager and/or potential review by legal counsel
  • Completes and obtains sign off on Canadian and U.S. tax forms as well as confidential Common Reporting Standard (CRS) forms; responds in a timely manner to external fund managers and fund administrators requesting updated forms
  • When required, prepares documents and coordinates with Notaries and authorized signatories (CEO, CFO, CIO, and Director, Finance) for the timely certification of supporting sensitive and confidential documents and signatures
  • Represents the CMPA with numerous global service providers such as asset managers, administrators, and legal firms while coordinating Front Office activities or addressing and executing documentation requirements for investments
  • Maintains very large central filing systems for the department, including the retention of both shared and corporate files such as investment management agreements, prospects, highly confidential AML documents, and subscription agreements
  • Processes capital calls and distributions in the custodian system with a high degree of accuracy and attention to detail; accurately tracks and escalates for approvals within the allotted timeframe and files in a timely manner; and, confirms new and updated wire transaction details with receiving financial institutions
  • Verifies service provider invoices, obtains necessary approvals, and processes in Workday

General Administrative Support

4

0%

  • Maintains the electronic filing systems and structures within the document management system, client relationship management system, and shared folders
  • Maintains critical dates and extremely active Outlook calendars for the Investments professionals, as well as travel schedules/location of staff travelling on business. Properly coordinates meeting requests to factor time zone differences, book travel and accommodations, and research and assist with travel requirements (visas, immunizations, etc.).
  • Prepares or edits letters, memos, and spreadsheets and distributes to the appropriate users
  • Prepares and maintains global external contact lists for correspondence related to the CMPA Portfolio including mass updates and requests for information
  • Participates in initiatives and projects to improve de

  • Portfolio Accounting Administrator

    1 week ago

    Ottawa, Ontario, Canada Canadian Medical Protective Association Full time

    Job Information Questionnaire- PORTFOLIO ACCOUNTING ADMINISTRATOR**CONTRIBUTING TO THE CMPA The Finance department supports the CMPA's mission and goals by safeguarding the Association's assets through accurate and timely recording and stewardship of financial transactions. ThePortfolio Accounting&Reporting team acts as the back office bridging the...

  • Portfolio Assistant

    1 week ago

    Ottawa, Ontario, Canada Canadian Medical Protective Association Full time

    PORTFOLIO ASSISTANTCONTRIBUTING TO THE CMPAThe Investments department is responsible for optimizing the return on investment of the CMPA's Reserve for Claims, within the parameters set out in the Statement of Investment Policies & Goals. The CMPA's investment portfolio is a key component in supporting the CMPA's long-term sustainability. The department's...

  • Manager - Portfolio Analysis of Programs and

    1 week ago

    Ottawa, Ontario, Canada Algonquin College Full time

    Department:Restoring Financial Sustainability Project (Duane McNair (Inherited))Position Type:Fixed Term AdministrativeSalary Range:$46.39-$57.98-HourlyScheduled Weekly Hours:36.25Anticipated Start Date:February 06, 2023Length of Contract:Posting InformationPosting Closing Date:January 24, 2023Please note: jobs are posted until 12:01 am on the job closing...

  • Portfolio Manager

    7 days ago

    Ottawa, Ontario, Canada CB Canada Full time

    Company DescriptionFounded in 1967, ADGA is a privately owned and operated Canadian company. We employ over 700 highly skilled team members who apply their knowledge and expertise in service delivery of advanced technology solutions for clients in the Defence, Security and Enterprise Computing markets across Canada. Celebrating over 50 years in business, we...

  • Portfolio Resource Coordinator

    1 month ago

    Ottawa, Ontario, Canada Paladin Security Full time

    Under the direction of the Client Service Manager, this critical position is responsible for resource coordination and strategic scheduling, specific to the Client Service Manager (CSM) portfolio for our Kingston Branch. This position will work closely with Paladin's CSMs to proactively address resource needs, fill open shifts, and reduce overtime through...

  • Vendor Portfolio Manager

    1 week ago

    Ottawa, Ontario, Canada Payments Canada Full time

    Payments Canada's purpose is to make payments easier, smarter and safer for all Canadians. We care deeply about our employees' well-being and are committed to providing a flexible, hybrid work environment that supports in-person connection and remote work.|Get to Know UsWe are a unique organization situated at the centre of Canada's payments ecosystem. We...

  • Assistant Manager, Youth and Young Adult Portfolio

    1 week ago

    Ottawa, Ontario, Canada Rideauwood Addiction and Family Services Full time

    Job Title:Assistant Manager, Youth and Young Adult PortfolioLocation: Ottawa, Ontario, CanadaReports To: Manager - Youth and Young Adult PortfolioJob Status: 12 Month Full-Time Temporary PositionRideauwood Addiction and Family Services is a non-profit organization that provides counselling, education and treatment to individuals and families affected by...

  • Administrative Specialist

    1 week ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for...

  • Regional Administrative Specialist

    1 week ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Administrative Specialist to join our team. As a Regional Administrative Specialist, you will be...

  • Regional Administrative Specialist

    1 week ago

    Ottawa, Ontario, Canada MD Financial Management Full time

    Requisition ID: 199252Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Administrative Specialist to join our team.As a Regional Administrative Specialist,...

  • Administrator, Property Management

    1 week ago

    Ottawa, Ontario, Canada Regional Group Full time

    We are seeking an exceptional Administrator who will provide administrative support to the Property Manager and the General Manager, Property Management. This is a very busy role that requires attention to detail and the ability to multi-task and prioritize.About the roleThe Administrator is responsible for: Providing general office administrative support to...

  • project contract administrator

    1 week ago

    Ottawa, Ontario, Canada S.i. Systems Full time

    Project Administrator To help coordinate project intake, planning, and progress reporting across IT projects 12 month contract, Hybrid with 50% on-site Support the Senior IT Manager and PMO lead to ensure that all PM gated activities are followed # Support reporting across a portfolio of projects # Support projects and general administrative duties # Prior...

  • Regional Administrative Specialist

    1 week ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Requisition ID: 199252 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Administrative Specialist to join our team. As a Regional Administrative...

  • Regional Administrative Specialist

    6 days ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Requisition ID: 199256 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Administrative Specialist to join our team. As a Regional Administrative...

  • Property Administrator

    1 week ago

    Ottawa, Ontario, Canada Colonnade Management Inc. Full time

    Colonnade BridgePort is a full-service real estate company, offering property management and leasing services, acquisition, development, investment management and asset management for commercial and residential properties.Colonnade BridgePort's continued growth and expansion has created an opportunity for a Property Administrator located in the Ottawa Head...

  • Regional Administrative Specialist

    1 week ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Title: Regional Administrative Specialist (Bilingual) Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of...

  • Regional Administrative Specialist

    1 week ago

    Ottawa, Ontario, Canada MD Full time

    Requisition ID: 197665Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Bilingual Regional Administrative Specialist to join our team.As a Regional Administrative...

  • Regional Administrative Specialist

    1 week ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Bilingual Regional Administrative Specialist to join our team.As a Regional Administrative...

  • Regional Administrative Specialist

    1 week ago

    Ottawa, Ontario, Canada MD Financial Management Full time

    Requisition ID: 200174 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Administrative Specialist to join our team. As a Regional Administrative...

  • Site Administrator

    1 week ago

    Ottawa, Ontario, Canada Claridge Homes Full time

    At Claridge Homes, we are dedicated to quality and craftsmanship without compromise. Established in 1986 and located in Ottawa, ON, we pride ourselves on providing a healthy, diverse, and balanced work environment. Working with a team of over 250 full-time employees, top contractors and professionals, we have grown to become Ottawa's largest land developer...