Portfolio Manager
6 months ago
Founded 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 are proud to be one of Canada’s most trusted professional engineering and consultancy firms. Our clients continue to rely on ADGA to provide subject matter expertise, and quality talent to fulfill their business objectives. We have done so successfully by anticipating and responding to the constant changes in technology, and evolving with agility. Our culture of commitment, trust, and accountability guides our business, fosters our growth, and is at the core of our relationships with clients, employees and consultants. Whether your projects are complex, large-scale requirements, or dependable, professional resources to execute on time, and on budget, you can count on ADGA to deliver. We are dedicated to your success.
Description de l'entreprise
ADGA fournit une vision stratégique, une technologie de classe mondiale et un service d'excellence dans le domaine de la défense, de la sécurité et de l'informatique d'entreprise à des clients du gouvernement fédéral, d'autres niveaux de gouvernement et du secteur privé. Dans un monde dominé par la convergence, ADGA fournit l'expertise et l'innovation dont les organisations ont besoin pour rester sûres, efficaces et productives. Cela repose sur un bilan exceptionnel construit depuis 1967, en protégeant certains des actifs les plus critiques du Canada. Basée à Ottawa, avec des bureaux dans tout le Canada, ADGA est une société privée canadienne qui emploie plus de 800 employés, consultants techniques et experts en la matière.
Job Description
ADGA’s Portfolio Managers are assigned to develop and maintain sound relationships with an assigned client base. He/She works with customers on an on-going basis to understand their business, identify on-going improvements, and recommend existing or customized solutions. Portfolio Managers carry responsibilities for the overall management and growth of ADGA’s contracts within the assigned client accounts, leadership and management of those ADGA resources assigned to the respective portfolio, and financial management of the portfolio of services. Portfolio managers are also responsible to support the strategic growth of ADGA’s service offerings.
- Account Management
- Fosters a strong relationship with his/her assigned clients and ensure a Primary Point of Contact is appointed for the client’s needs within ADGA.
- Either act as the key contact with individual customers or appoint a senior resource to do so on behalf of the portfolio.
- Ensure that overall management of assigned projects and programs within the portfolio and that any issues with regards to Scope, Quality, Delivery, Schedule, Resources and Cost are consistently reviewed and status understood; solid customer relationship and customer satisfaction is a prime objective.
- Engage key client executives and stakeholders in the review of project performance to ensure contract compliance and to identify conflicts or Conducts periodic reviews, frequent outreach and maintains ongoing communication with clients to ensure client satisfaction and retention.
- Responds to client requests and concerns in a timely and professional manner and delegates to internal resources as necessary to manage solutions.
- Responsible for the implementation of projects, which includes the delivery of products, services, and data deliverables such as technical reports or analysis.
- Resource Management
- Responsible to maintain and update CRM/PSA (Salesforce) for assigned accounts and assignments.
- Manages performance related matters, and ensures incidents are documented and relayed to the appropriate personnel, including but not limited to Talent Management.
- Ensures all mandatory training has been completed by his/her staff. Ensures the continued development of staff within the program in order to sustain and develop its growth and meet emerging trends
- Manages and leads all resources assigned to his/her assigned contracts including employees, independent consultants and subcontractors
- Manages the Task Authorization process for new tasks under existing assigned contracts, including the staffing and administrative processes.
- Works with Talent Acquisition, PDC and other functional areas to identify suitable candidates, assist with gridding and ensure appropriate staffing of vacancies according to SOW.
- Acts as lead for setup, coordination and onboarding of new resources recruited for his/her assigned contracts
- Proactively identifies resources that are concluding their work on a contract to enable early transition planning.
- Financial Management
- Oversees and monitors ADGA budgets for the assigned program.
- Communicates financial or project related variances in relation to the SOW.
- Forecasts potential financial issues and assist with resolution opportunities.
- Responsible to maintain the Salesforce Price repository for assigned accounts and projects.
- Reviews Scope, Quality, Delivery, Schedule, Resources and Cost for assigned Contracts, and associated Amendments and Task Authorizations and forward to the Contracts department for Commercial review, approval and signature.
- Prepares Purchase Requisitions, as required, to support assigned projects and forward approval to the Contracts department to generate a Purchase Order.
- Responsible to manage all project costs and monitor performance against approved project budgets. This includes, but is not limited to, the approval of timesheet submissions of employees, consultants and subcontractors; resource expense claims; the provision of invoicing instructions; material purchases for assigned projects; and, as required, costs associated with the rental or lease of equipment or facilities.
- Other Duties
- Provide input and insight into corporate initiatives to assist the Executive team in making sound business decisions.
- Work with Account Executives by identifying business development opportunities and support their capture management of new business proposals.
- Responsible to gather program metrics such as billable days, rates, historical information, etc. for assigned Accounts to support Bid/No-Bid decisions, pricing and capture management.
Job Requirements:
Qualifications
- 5 years working on a Program or Project in a customer facing management role.
- College Degree/Diploma in Engineering or Computer Technology, Business Administration; or equivalent.
- Must have superior organizational skills and the ability to plan, coordinate, and monitor a significant number of projects simultaneously.
- Experience working in Professional Services, and business development (Professional Service/ IT experience an asset).
Additional Information
- Be able to hold and maintain a government secret clearance
ADGA commits to putting diversity into action to build a stronger, more representative team and help our customers and communities thrive. We are a proudly Canadian company, striving to further diversity, equity, and inclusion in the workplace and provide every individual with the opportunities and resources to help them reach their full potential.
ADGA s'engage à mettre la diversité en action pour bâtir une équipe plus forte et plus représentative et aider nos clients et nos communautés à prospérer. Nous sommes une entreprise fièrement canadienne. Nous nous engageons pour promouvoir la diversité, l'équité et l'inclusion dans le milieu de travail et d'offrir à chaque personne les possibilités et les ressources qui lui permettront de réaliser son plein potentiel.
-
Portfolio Manager
5 months ago
Ottawa, Canada MD Financial Management Full timeRequisition ID: 182188 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 Portfolio Manager to join our team. The Portfolio Manager occupies a key role within MD...
-
Associate Portfolio Manager
2 months ago
Ottawa, Canada IT Chapter Full timeAssociate Project Portfolio Manager supports the Portfolio Strategy & Planning Lead with initiative and project oversight. Supports with alignment facilitation, implements required portfolio delivery and reporting frameworks. **Hybrid Ottawa - least once a month and for key sessions with alignment** **Responsibilities** - Partners with Information...
-
Portfolio Management Associate
3 weeks ago
Ottawa, Ontario, Canada Hire Intellect Full timeAbout the Role:We are seeking a skilled Associate Portfolio Manager to support our Portfolio Strategy and Planning Lead in initiative and project oversight. As a key member of our team, you will work closely with our Portfolio Strategy and Planning Lead to coordinate strategic portfolio planning, develop criteria for evaluation and portfolio proposals, and...
-
Portfolio Management Specialist
4 weeks ago
Ottawa, Ontario, Canada Hire Intellect Full timeAbout the Company:Hire Intellect is a leading provider of trade knowledge, financial solutions, equity insurance connections, and business growth strategies for Canadian companies.About the Role:The Associate Project Portfolio Manager supports the Portfolio Strategy and Planning Lead in initiative and project oversight, aligning with the company's strategic...
-
Portfolio Management Specialist
1 month ago
Ottawa, Ontario, Canada beBee Professionals Full timePortfolio Management RoleBeBee Professionals is seeking a skilled Portfolio Management Analyst to provide portfolio management services to our clients. The successful candidate will be responsible for analyzing portfolios, allocating assets, and constructing portfolios that meet our clients' needs.The ideal candidate should have a Bachelor's degree in...
-
Portfolio Manager
2 months ago
Ottawa, Canada Serco North America Full timePosition Description: **SUMMARY/PURPOSE**: - The Portfolio Manager is accountable for all services on the account including safety and security-related matters, client relationship management, risk management, supports governance and execution of service delivery performance measurement processes, manages customer relationship and performance, liaises with...
-
Portfolio Management Specialist
4 weeks ago
Ottawa, Ontario, Canada Hire Intellect Full timeAbout the Company:Hire Intellect is a leading provider of trade knowledge, financial solutions, equity insurance connections, and business growth strategies for Canadian companies.About the Role:The Associate Portfolio Manager supports the Portfolio Strategy and Planning Lead in initiative and project oversight, ensuring alignment, facilitation, and...
-
Product Portfolio Manager
5 months ago
Ottawa, Canada BWX Technologies Full timeBWXT Medical Ltd. is a trusted source for the development and manufacture of nuclear medicine for biotechnology, life sciences, pharmaceutical companies and academia partners. Headquartered in Kanata, Ontario, BWXT Medical Ltd. employs over 300 highly-skilled people in Kanata and Vancouver, British Columbia. BWXT Medical Ltd. is hiring a **Product Portfolio...
-
Academic Portfolio Manager
4 weeks ago
Ottawa, Ontario, Canada TriCert Investment Counsel Inc. Full timeTriCert Investment Counsel, a registered portfolio management firm, seeks a skilled Investment and Portfolio Manager to join our team. As an investor, not a trader, we utilize a quality, sector-based methodology to match clients' risk tolerance with tailored portfolios.Our approach involves a holistic view of clients' financial affairs, including tax plans,...
-
Financial Portfolio Manager
1 month ago
Ottawa, Ontario, Canada Minto Group Full timeFinancial Portfolio ManagerWe are seeking a highly skilled Financial Portfolio Manager to join our team at Bridgegreen Capital.About the Role:The Financial Portfolio Manager will be responsible for managing and organizing the financial portfolio of our shareholders, including cash management, treasury services, financial reporting, and investment...
-
Investment Portfolio Manager
1 month ago
Ottawa, Ontario, Canada Bank of Montreal Full timeInvestment Portfolio ManagerAs an Investment Portfolio Manager at Bank of Montreal, you will be responsible for managing a portfolio of clients to retain and grow relationships. You will evaluate clients' personal and investment needs, creating investment policy statements, asset allocations, investment portfolios, and financial plans. Your goal will be to...
-
Associate Portfolio Manager
2 months ago
Ottawa, Canada Hire Intellect Full timeJobTitle: Associate PortfolioManagerJobType: Contract;FullTimeLocation:Ottawa Canada(Hybrid)AbouttheCompany:Ourclient is a Crown corporation dedicated to helping and equippingCanadian companies with trade knowledge financial solutions equityinsurance connections and to grow their business with confidence inglobalmarkets.AbouttheRole:AssociateProject...
-
Strategic Portfolio Manager
3 weeks ago
Ottawa, Ontario, Canada CB Canada Full timeJob DescriptionAs a Portfolio Manager at CB Canada, you will be responsible for developing and maintaining strong relationships with your assigned client base. Your primary goal will be to understand their business needs, identify areas for improvement, and recommend existing or customized solutions. You will be the key contact for your clients and will work...
-
Associate Portfolio Manager
3 days ago
Ottawa, Canada MD Financial Management Full timeRequisition ID: 211300 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 Associate Portfolio Manager to join our team. As an Associate Portfolio Manager, you will...
-
Strategic Portfolio Manager
2 weeks ago
Ottawa, Ontario, Canada Staffing In Motion Full time{"title":"Financial Services Opportunity","subtitle":"Private Client Advisor","text":"Firm Overview: Our partner, a large global portfolio management firm, manages over $200 billion in assets. Each client receives a customized portfolio tailored to their needs, with a focus on global diversification and individual stocks and bonds.Role Description: As a...
-
Residential Portfolio Manager
5 days ago
Ottawa, Ontario, Canada Claridge Homes Full timeJob OverviewClaridge Homes is a leading land developer in Ottawa, Ontario, with over 250 full-time employees and a diverse portfolio of residential communities, condos, retirement communities, and the Andaz hotel.Job SummaryWe are seeking an experienced Residential Portfolio Manager to join our team. The successful candidate will be responsible for managing...
-
Director, Investments, Portfolio Management
5 months ago
Ottawa, Canada CMHC Full time**Job Requisition ID**: 9926 **Position Status**: Permanent Full Time **Position Type**:Hybrid with mandatory weekly presence **Office Location**:Ottawa (ON); Calgary (AB); Halifax (NS); Montreal (QC); Toronto (ON); Vancouver (BC) **Travel Requirement**: Limited **Language Designation**: Bilingual **Language Skill Levels (Read/Write/Speak)**:...
-
Portfolio Manager
4 weeks ago
Ottawa, Ontario, Canada CB Canada Full timeJob DescriptionAs a Portfolio Manager at CB Canada, you will be responsible for developing and maintaining strong relationships with our clients. You will work closely with customers to understand their business needs, identify areas for improvement, and recommend solutions to meet their objectives. This role requires a strong understanding of our clients'...
-
Director of Portfolio Management
5 days ago
Ottawa, Ontario, Canada Domus Building Cleaning Company Ltd. Full timeJob Description:The Director of Portfolio Management is responsible for overseeing and managing all aspects of their portfolio of buildings. This includes conducting regular inspections and reviews to ensure compliance and best-in-class service delivery.Key Responsibilities:Oversee day-to-day management of current contractsConduct regular site visits and...
-
Associate Portfolio Manager
2 days ago
Ottawa, Canada Scotiabank Full timeRequisition ID: 211300 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 Associate Portfolio Manager to join our team.As an Associate Portfolio Manager, you...