Managed Accounts, Portfolio Management Specialist

1 month ago

Toronto, Canada Richardson Wealth Full time

**Employment Status**:
Permanent Full-Time

**Location**:
Toronto, ON

**Department**:
Products & Services

**Reporting To**:
Vice President, Managed Accounts

**Job Id**:
PS - 023

**Job Level**:
L5

**Seniority Level**:
Mid-Senior

**Position Overview**:
The incumbent will be reporting the Vice President, Managed Accounts and will be endorsed as a key member and contact within the Team.

**Duties & Responsibilities**:

- Act as a key contact within the Team to be able to communicate policy and procedures to and address escalations from Investment Advisor Teams.
- Conduct oversight on the Portfolio Managed Program to ensure risk and investment objectives are being adhere against the Investment Policy Statement.
- Oversee the daily modeling and trading of the portfolio managed and separately managed programs:

- Provide expertise to Investment Advisors on how to effectively model their client portfolios.
- Act as a conduit between portfolio managers and the trade desk.
- Analyze and promptly resolve any potential exposure to trade risk.
- Ensure accuracy of client account data on the portfolio management system and provide possible solutions to mitigate exposure to trading risks.
- Conduct post trade review and audits of client holding weights compared to model weights.
- Update dynamic models and rebalance client accounts as per instructions from the Investment Advisor and Portfolio Manager of Record.
- Maintain our reporting functionality ensuring the Team is meeting it’s posted service level agreement and timelines.
- Participate in and test on-going enhancement projects for our various technology systems.
- Identify and implement process improvements.
- Work with internal business analysts and third party software vendors to streamline processes, maximize efficiency, minimize risk, and increase productivity.
- Transition Investment Advisor teams onto the Managed Accounts platform and empower them to use our reporting and technology systems to manage their book of business and grow their client base.

**Skills & Qualifications**:

- Strong service orientation that will be reflected in professional client interaction and quality of service delivered.
- Proficient with portfolio management, trading and reporting tools.
- Strong understanding of portfolio management and trading best practices.
- Ability to work independently and with mínimal guidance.
- Very thorough and detailed oriented.
- Excellent organizational, interpersonal, written and verbal skills.
- Ability to work under time constraints in high volume situations.
- Flexible, team player, self-starter.

**Education**:

- Undergraduate degree in Business preferred.
- Minimum 5-7 years experience in a fee based program.

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