Manager, Portfolio Administration
4 weeks ago
About Doherty & Associates About the Role 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. Your Responsibilities 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 Your 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 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 #J-18808-Ljbffr
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Manager, Portfolio Administration
1 week ago
Ottawa, Ontario, Canada AGF Investments Full time $80,000 - $120,000 per yearAbout Doherty & AssociatesDoherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom portfolios tailored for private clients as well as foundations and institutions. Doherty works with individual clients in all aspects of their finances, building a plan that will help them achieve their unique goals....
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Manager, Portfolio Administration
1 week ago
Ottawa, Ontario, Canada AGF Management Full time $60,000 - $120,000 per yearAbout Doherty & AssociatesDoherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom portfolios tailored for private clients as well as foundations and institutions. Doherty works with individual clients in all aspects of their finances, building a plan that will help them achieve their unique goals....
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Manager, Portfolio Administration
2 weeks ago
Ottawa, Canada AGF Management Limited Full timeManager, Portfolio Administration & Operations page is loaded## Manager, Portfolio Administration & Operationslocations: Ottawa, ONtime type: Full timeposted on: Posted 5 Days Agojob requisition id: R11232**About Doherty & Associates**Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom...
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Manager, Portfolio Administration
2 weeks ago
Ottawa, Canada AGF Management Limited Full timeManager, Portfolio Administration & Operations page is loaded## Manager, Portfolio Administration & Operationslocations: Ottawa, ONtime type: Full timeposted on: Posted 5 Days Agojob requisition id: R11232**About Doherty & Associates**Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom...
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Manager, Portfolio Administration
2 weeks ago
Ottawa, Canada AGF Management Limited Full timeManager, Portfolio Administration & Operations page is loaded## Manager, Portfolio Administration & Operationslocations: Ottawa, ONtime type: Full timeposted on: Posted 5 Days Agojob requisition id: R11232**About Doherty & Associates**Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom...
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Manager, Portfolio Administration
1 week ago
Ottawa, Canada AGF Management Limited Full timeManager, Portfolio Administration & Operations page is loaded## Manager, Portfolio Administration & Operationslocations: Ottawa, ONtime type: Full timeposted on: Posted 5 Days Agojob requisition id: R11232**About Doherty & Associates**Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom...
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Manager, Portfolio Administration
4 weeks ago
Ottawa, Canada AGF Investments Full timeAbout Doherty & Associates About the Role 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...
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Manager, Portfolio Administration
4 weeks ago
Ottawa, Canada AGF Investments Full timeAbout Doherty & Associates About the Role 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...
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Manager, Portfolio Administration
3 days ago
Ottawa, Canada AGF Management Limited Full timeAbout Doherty & Associates Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom portfolios tailored for private clients as well as foundations and institutions. Doherty works with individual clients in all aspects of their finances, building a plan that will help them achieve their unique goals....
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Manager, Portfolio Administration
2 days ago
Ottawa, Canada AGF Investments Full timeAbout Doherty & AssociatesAbout the RoleReporting 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...
