Specialist, Portfolio Operations
3 months ago
Salary Range: $52,000 - $58,000
Who we are:
Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.
We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.
Our Canadian operation, Canaccord Genuity Corp., is currently looking for a Specialist, Portfolio Operations to join our Portfolio Operations team in Vancouver or in Toronto. This is a full-time permanent position.
**Responsibilities**:
- Investigate and resolve client account issues;
- Execute bond and mutual fund trades;
- Setup fee-based accounts and process daily and monthly fee calculations;
- Allocate daily equity and preferred share trades on behalf of CGWM portfolio managers;
- Participate in projects to increase efficiencies, reduce costs and improve service levels;
- Liaise with portfolio managers, investment advisors, vendors and other external stakeholders;
- Perform ongoing risk management for portfolios and client accounts;
- Provide ad-hoc operational support to others when required.
Skills & Qualifications:
- Minimum of 1 year experience in a finance or accounting role is an asset;
- Bachelor’s degree, preferably in Business or Economics;
- Very strong attention to detail and accuracy;
- Excellent verbal and written communication skills;
- Strong analytical and problem-solving skills;
- Proactive, with excellent teamwork skills complemented by the ability to work independently;
- Ability to learn quickly, work under pressure and meet strict deadlines in a fast-paced environment;
- Advanced MS Office skills (Word, Excel, Outlook, PowerPoint).
LI-VP1
LI-Hybrid
INDHP
-
Specialist, Retail Portfolio Operations
3 months ago
Vancouver, Canada Connor, Clark & Lunn Financial Group Full time**Specialist, Retail Portfolio Operations** **Connor, Clark & Lunn Financial Group Ltd.** **Vancouver, BC** The Retail Portfolio Operations team is a lively and energetic group. You will have the opportunity to work and learn alongside a hardworking and dedicated team in a fun environment. The team is motivated, enjoys challenging each other, and is diverse...
-
Project Management Specialist
3 months ago
Vancouver, Canada GE Power Portfolio Full time**Job Description Summary**: Role Summary / Purpose The Project Management Specialist (Project Management Associate) is the main support for projects / service orders within the Canadian services portfolio with a focus on projects and service order execution. In this role, you will work closely with the Parts & Service Managers and report to the senior...
-
Specialist, Retail Portfolio Operations
4 months ago
Vancouver, Canada Connor, Clark & Lunn Financial Group Full time**Specialist, Retail Portfolio Operations** **Connor, Clark & Lunn Financial Group Ltd.** **Vancouver, BC** We are looking for a **Retail** The Retail Portfolio Operations team is a lively and energetic group. You will have the opportunity to work and learn alongside a hardworking and dedicated team in a fun environment. The team is motivated, enjoys...
-
Specialist, Retail Portfolio Operations
4 months ago
Vancouver, Canada Connor, Clark & Lunn Financial Group Full time**Specialist, Retail Portfolio Operations** **Connor, Clark & Lunn Financial Group Ltd.** **Vancouver, BC** We are looking for a **Retail** The Retail Portfolio Operations team is a lively and energetic group. You will have the opportunity to work and learn alongside a hardworking and dedicated team in a fun environment. The team is motivated, enjoys...
-
Portfolio Management Specialist
4 days ago
Vancouver, British Columbia, Canada Leith Wheeler Investment Counsel Ltd. Full timeJob Description:We are seeking a highly skilled Portfolio Management Specialist to join our team at Leith Wheeler Investment Counsel Ltd.Streamline and manage the operating model of our portfolio management system, ensuring seamless daily, quarterly, and annual tasks, ad hoc requests, and issues are addressed.Ensure that functional requirements are...
-
Portfolio Management Specialist
5 days ago
Vancouver, British Columbia, Canada Leith Wheeler Investment Counsel Ltd. Full timeJob Description:We are seeking a highly skilled Portfolio Management Specialist to join our team at Leith Wheeler Investment Counsel Ltd.Streamline and manage the operating model of our portfolio management system, ensuring seamless daily, quarterly, and annual tasks, ad hoc requests, and issues are addressed.Ensure that functional requirements are...
-
Operations Specialist
7 days ago
Vancouver, British Columbia, Canada Vancity Full timeAbout the RoleWe are seeking a highly skilled Operations Specialist to join our team at Vancity. As an Operations Specialist, you will play a critical role in ensuring the smooth operation of our portfolio management system, order management systems, and custody platforms.Key ResponsibilitiesOperate and maintain the portfolio management system, order...
-
Operations Specialist
7 days ago
Vancouver, British Columbia, Canada Vancity Full timeAbout the RoleWe are seeking a highly skilled Operations Specialist to join our team at Vancity. As an Operations Specialist, you will play a critical role in ensuring the smooth operation of our portfolio management system, order management systems, and custody platforms.Key ResponsibilitiesOperate and maintain the portfolio management system, order...
-
Commercial Portfolio Management Specialist
1 month ago
Vancouver, British Columbia, Canada CWB Financial Group Full timeAt CWB Financial Group, we are dedicated to creating value for our stakeholders: our employees, clients, and investors. We achieve this by: Prioritizing relationships and putting people firstEmbracing innovative ideas and solutionsValuing the process as much as the outcomesPosition: Commercial Portfolio Management SpecialistRole OverviewLocation: Richmond,...
-
Program Specialist, Portfolio Manager
2 weeks ago
Vancouver, British Columbia, Canada BC Housing Full timeJob SummaryThe Program Specialist, Assigned Portfolio is a key role within BC Housing, responsible for overseeing an assigned portfolio and ensuring the effective and consistent delivery of programs regionally and across the province.Key ResponsibilitiesOversee the execution of program agreements and provide guidance on the development of new programs.Assess...
-
Program Specialist, Portfolio Manager
2 weeks ago
Vancouver, British Columbia, Canada BC Housing Full timeJob SummaryThe Program Specialist, Assigned Portfolio is a key role within BC Housing, responsible for overseeing an assigned portfolio and ensuring the effective and consistent delivery of programs regionally and across the province.Key ResponsibilitiesOversee the execution of program agreements and provide guidance on the development of new programs.Assess...
-
Portfolio Operations Analyst
1 week ago
Vancouver, British Columbia, Canada CC&L Financial Group Full timeAbout the RoleWe are seeking a highly skilled Portfolio Operations Analyst to join our Institutional Portfolio Operations team at CC&L Financial Group. As a key member of our team, you will play a critical role in providing accurate investment portfolio data to our clients and stakeholders.Key ResponsibilitiesReconcile various items, including cash,...
-
Portfolio Operations Analyst
1 week ago
Vancouver, British Columbia, Canada CC&L Financial Group Full timeAbout the RoleWe are seeking a highly skilled Portfolio Operations Analyst to join our Institutional Portfolio Operations team at CC&L Financial Group. As a key member of our team, you will play a critical role in providing accurate investment portfolio data to our clients and stakeholders.Key ResponsibilitiesReconcile various items, including cash,...
-
Commercial Portfolio Management Specialist
1 week ago
Vancouver, British Columbia, Canada CWB Full timeAbout the RoleWe are seeking a highly skilled and experienced Commercial Portfolio Management Specialist to join our team at CWB. As a key member of our Commercial Lending team, you will be responsible for providing credit structuring, credit underwriting, risk management, and client-facing support for Commercial portfolios of diversified clients.Key...
-
Commercial Portfolio Management Specialist
1 week ago
Vancouver, British Columbia, Canada CWB Full timeAbout the RoleWe are seeking a highly skilled and experienced Commercial Portfolio Management Specialist to join our team at CWB. As a key member of our Commercial Lending team, you will be responsible for providing credit structuring, credit underwriting, risk management, and client-facing support for Commercial portfolios of diversified clients.Key...
-
Portfolio Operations Analyst
2 days ago
Vancouver, British Columbia, Canada CC&L Financial Group Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Portfolio Operations Analyst to join our Institutional Portfolio Operations team at CC&L Financial Group. As a key member of our team, you will be responsible for providing accurate investment portfolio data to our clients and stakeholders.Key ResponsibilitiesReconcile various items, including...
-
Portfolio Operations Analyst
2 days ago
Vancouver, British Columbia, Canada CC&L Financial Group Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Portfolio Operations Analyst to join our Institutional Portfolio Operations team at CC&L Financial Group. As a key member of our team, you will be responsible for providing accurate investment portfolio data to our clients and stakeholders.Key ResponsibilitiesReconcile various items, including...
-
Commercial Portfolio Management Specialist
1 week ago
Vancouver, British Columbia, Canada CWB Full timeAbout the RoleWe are seeking a highly skilled and experienced Commercial Portfolio Management Specialist to join our team at CWB. As a key member of our Commercial Lending team, you will be responsible for providing credit structuring, credit underwriting, risk management, and client-facing support for Commercial portfolios of diversified clients.Key...
-
Commercial Portfolio Management Specialist
1 week ago
Vancouver, British Columbia, Canada CWB Full timeAbout the RoleWe are seeking a highly skilled and experienced Commercial Portfolio Management Specialist to join our team at CWB. As a key member of our Commercial Lending team, you will be responsible for providing credit structuring, credit underwriting, risk management, and client-facing support for Commercial portfolios of diversified clients.Key...
-
Siding Installation Specialist
2 weeks ago
Vancouver, British Columbia, Canada VBS Siding Specialist Full timeAbout the JobVBS Siding Specialist is seeking a skilled Siding Installation Specialist to join our team. As a Siding Installation Specialist, you will be responsible for installing and repairing exterior prefabricated products, including siding, decks, and fences.Key ResponsibilitiesInstallation and Repair: Install and repair exterior prefabricated products,...