Portfolio Administrator

4 weeks ago

Ottawa, 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 multi-dimensional risk framework where leverage is used to improve efficiency within our Value-at-Risk 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 Administrator

    5 days 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...

  • Portfolio Accounting Administrator

    3 weeks ago

    Ottawa, 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. The **Portfolio Accounting** **&** **Reporting** team acts as the...

  • Portfolio Accounting Administrator

    5 days 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...

  • Administrative Assistant to Portfolio Manager

    4 weeks ago

    Ottawa, Canada Brandenburg Full time

    **Position Overview** We are seeking an Administrative Superstar to join the team in our downtown Ottawa office. **Duties & Responsibilities** - Portfolio Manager and Advisor Support: - Assist the Portfolio Manager and Advisor(s) in preparing account documentation including client reviews, presentations, correspondence and reports - Scheduling and...

  • Portfolio Assistant

    3 weeks ago

    Ottawa, Canada Canadian Medical Protective Association Full time

    ■ **PORTFOLIO ASSISTANT** **CONTRIBUTING TO THE CMPA** The 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...

  • Portfolio Assistant

    3 weeks ago

    Ottawa, Canada Canadian Medical Protective Association Full time

    **PORTFOLIO ASSISTANT** **CONTRIBUTING TO THE CMPA** The 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....

  • Portfolio Assistant

    5 days 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...

  • Portfolio Coordinator Intern

    1 week ago

    Ottawa, Canada Giant Tiger Full time

    Niveau de rémunération: Niveau 1 Description du poste: Recognized as an Employer of Choice in the National Capital Region, Giant Tiger’s Home Office provides a dynamic work environment with many opportunities for a fulfilling career. We are a Canadian owned and operated retailer (and proud of it!), with a strong commitment to the community, and over 50...

  • Manager - Portfolio Analysis of Programs and

    2 months ago

    Ottawa, Canada Algonquin College Full time

    Department: Restoring Financial Sustainability Project (Duane McNair (Inherited)) Position Type: Fixed Term Administrative Salary Range: $46.39-$57.98-Hourly Scheduled Weekly Hours: 36.25 Anticipated Start Date: February 06, 2023 Length of Contract: Posting Information Posting Closing Date: January 24, 2023 Please note: jobs are posted until 12:01 am...

  • Manager - Portfolio Analysis of Programs and

    5 days 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

    5 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 Manager

    2 months ago

    Ottawa, 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 Manager

    3 weeks ago

    Ottawa, 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 Administrator, Private Investment Counsel

    1 week ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 200753Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: To work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development related activities. The...

  • Portfolio Administrator, Private Investment Counsel

    1 week ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 200753Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: To work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development related activities. The...

  • Portfolio Resource Coordinator

    1 week ago

    Ottawa, Canada Paladin Security Full time

    Portfolio Resource Coordinator 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...

  • Director, Investments, Portfolio Management

    1 week 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 Resource Coordinator

    1 month ago

    Ottawa, Canada Paladin Security Full time

    Portfolio Resource CoordinatorUnder 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...

  • Portfolio Resource Coordinator

    4 weeks ago

    Ottawa, Canada Paladin Security Full time

    Portfolio Resource CoordinatorUnder 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 the Ottawa Branch. This position will work closely with Paladin’s CSMs to proactively address resource needs, fill open shifts,...

  • Program Development Officer

    2 months ago

    Ottawa, Canada CADTH Full time

    **Status**: Full time, Permanent **Location**: Ottawa or Toronto, Ontario (hybrid) **Closing date**: July 14, 2023 **Salary range**: $86,000 to $107,000 per year as of August 7, 2023 CADTH is Canada’s drug and health technology agency. We’re a not-for-profit organization headquartered in Ottawa, with a satellite office in Toronto. We’re funded by...