Investment Management Lead, Advisory Portfolio
6 months ago
Overview:
At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world.
The Investment Management Office is part of the Global Investments and Growth Function in the Office of the Global COO. The role of the Investment Management Office (IMO) is to work closely with the Investment Owners, and their leadership teams globally, to ensure all the designated portfolio investments meet the strategic investment goals and business case ROIs.
**The Opportunity**
The IMO lead reports into the Head of the IMO and leads the monitoring for a specific portion of Collective Strategies portfolio of investments including:Digital Transformation,SAP Acceleration,Future Proofing our Functions - AI and Leveraging our Deals
What you will do:
- Strategic responsibility to drive the oversight and governance of multiple Investments with authority to make recommendations to global leadership and the Global Board on adjusting investment strategy and business case, accelerating or reducing funding based on performance
- Investment Support - Interacts regularly with functional leadership and management committee leaders and is recognized as an authoritative figure with unique command of knowledge to serve as a trusted advisor to Investment teams and initiate ideas to significantly improve Investment outcomes.
- Investment Reporting & Value Tracking - Responsible for developing outcomes-based reporting and recommendations to Global leadership, the Investment Committee and the Global Board for effective decision making
- Acts in a leadership capacity & sets the strategic direction for the Investments they govern - deriving the interaction model and embedding themselves as a key senior advisor to the GMT and Investment leads
- Accountable for the IMO financial management process and people leadership for a team of IMO Associates as deemed appropriate by the Head of the IMO. Responsible for setting the objectives, strategic direction, and priorities for the IMO Associates. Also responsible for people management activities such as setting goals, providing feedback and coaching, maximizing resource utilization and skillsets development
What you bring to this role:
- 15+ years of experience in a professional services, consulting, or technology services organization
- Deep knowledge of the digital transformation services market, including knowledge of implementation services, managed services and product sales
- Strong understanding of KPMG’s Connected, Powered and Trusted as well as Evolution suite of capabilities and assets.
- Strong knowledge of key alliance partner offerings (SAP, Microsoft, Oracle, Workday, Salesforce and ServiceNow)
- Strong understanding of transaction services, how M&A and transactions originate, and how effective integration of consulting capability increases the probability of deal leverage into Integration and Separation (I&S), PMI and transformation programs.
- Demonstrated expertise in the areas of Investment management, program management, change management, and an understanding of operational and market strategies.
- Experience leading large-scale transformation programs
- Strategic thinker with an ability to find innovative solutions to problems.
- Strong analytical skills can synthesize large amounts of data to extract what is relevant and provide clear direction to the ELT, GMT and Global Board on decisions to be made.
**Keys to your success**
KPMG individuals
**Deliver Impact | Seek Growth | Inspire Trust **and understand that a diverse workforce enables us to deepen relationships and strengthen our business.
**Providing you with the support you need to be at your best**
For more information about KPMG in Canada’s Benefits and well-being, click here.
Our Values, The KPMG Way:
**Integrity**, we do what is right |
**Excellence**, we never stop learning and improving |
**Courage**, we think and act boldly |
**Together**, we respect each other and draw strength from our differences |
**For Better**, we do what matters
If you have a question about accessible employment at KPMG, or to begin a confidential conversation about your individual accessibility or accommodation needs through the recruitment process, we encourage you to visit our accessibility page.
-
Analyst, Investment
6 months ago
Toronto, Canada Canaccord Genuity Corp. Full timeAnalyst, Investment & Advisory Solutions Toronto, ON Summary: 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 building lasting client relationships - we achieve this...
-
Investment Portfolio Strategist
5 days ago
Toronto, Ontario, Canada CI Financial Full timeWe are seeking an experienced Investment Portfolio Strategist to join our distribution team at CI Financial.As a key member of our team, you will be responsible for developing and implementing optimized portfolio strategies that align with client objectives and risk profiles.This is a critical role that requires strong analytical skills, attention to detail,...
-
Strategic Investment Portfolio Manager
3 weeks ago
Toronto, Ontario, Canada DIF Management Canada ULC Full timeCompany OverviewDIF Management Canada ULC is a leading organization that offers innovative investment solutions to its clients. We are seeking a highly skilled Strategic Investment Portfolio Manager to join our team.Job DescriptionWe are looking for an experienced senior investment officer who can manage and optimize investment portfolios, making informed...
-
Investment Portfolio Strategist
1 week ago
Old Toronto, Canada Canada Pension Plan Investment Board Full timeAt Canada Pension Plan Investment Board, we're a professional investment management organization that globally invests the funds of the Canada Pension Plan to ensure its financial sustainability for generations of Canadians. With over $600 billion in assets under management, we're one of the world's most admired and respected institutional investors.We're...
-
Client-Facing Portfolio Manager
3 months ago
Toronto, Canada Optimize Wealth Management Full timeJob descriptionWe are actively looking for people to join our Portfolio Management and Financial Advisory Team in our Toronto Head Office. This role requires familiarity with all core aspects of wealth management such as investments, financial planning, tax planning, will and estate planning, and insurance. If you have a financial background and you are good...
-
Lead Assurance and Advisory Expert
1 week ago
Old Toronto, Canada Canada Pension Plan Investment Board Full timeJob Summary:We are seeking a highly skilled Lead Assurance and Advisory Expert to join our team at the Canada Pension Plan Investment Board (CPPIB). As a key member of our Assurance and Advisory team, you will play a crucial role in ensuring the integrity and effectiveness of our internal controls and risk management processes.In this leadership position,...
-
Toronto, Ontario, Canada Scotiabank Full timeSenior Manager, Investment Oversight Role at ScotiabankAbout the JobThis role is a senior management position within Scotiabank's Canadian Asset Management arm.The successful candidate will contribute to the oversight of all assets under management for Scotiabank's Canadian Asset Management arm as well as supporting oversight efforts for Scotiabank's...
-
Senior Portfolio Strategist
7 days ago
Toronto, Ontario, Canada CI Financial Full timeJob Description:We are seeking a highly skilled Senior Portfolio Strategist to join our team at CI Financial. As a key member of our investment advisory team, you will be responsible for developing and implementing optimized portfolio strategies that align with client objectives and risk profiles.Key Responsibilities:Design and implement customized...
-
Client Portfolio Manager
7 days ago
Toronto, ON, Canada Optimize Wealth Management Full timeJob description We are actively looking for people to join our Portfolio Management and Financial Advisory Team in our Toronto Head Office. This role requires familiarity with all core aspects of wealth management such as investments, financial planning, tax planning, will and estate planning, and insurance. If you have a financial background and you are...
-
Client Portfolio Manager
7 days ago
Toronto, ON, Canada Optimize Wealth Management Full time €120,000Job description We are actively looking for people to join our Portfolio Management and Financial Advisory Team in our Toronto Head Office. This role requires familiarity with all core aspects of wealth management such as investments, financial planning, tax planning, will and estate planning, and insurance. If you have a financial background and you are...
-
Strategic Portfolio Manager
1 month ago
Old Toronto, Canada Canada Pension Plan Investment Board Full timeAt Canada Pension Plan Investment Board, we are seeking a highly skilled Principal to join our Real Assets Strategy Group in Toronto.The successful candidate will be responsible for developing relative value frameworks, analytics, and insights to enable our Real Assets investment teams to allocate their capital optimally.Key responsibilities will include...
-
Financial Services Portfolio Strategist
5 days ago
Toronto, Ontario, Canada Optimize Wealth Management Full time $120,000Role OverviewWe are seeking a skilled Financial Services Portfolio Strategist to join our Portfolio Management and Financial Advisory Team in Toronto. This role requires expertise in wealth management, including investments, financial planning, tax planning, will and estate planning, and insurance.About Optimize Wealth ManagementWe are a fast-growing...
-
Investment Portfolio Specialist
4 weeks ago
Toronto, Ontario, Canada Alliance REIT Management Corp. Full timeAt Alliance REIT Management Corp., we are seeking an experienced Investment Portfolio Specialist to join our team. The successful candidate will be responsible for analyzing financial and investment information, providing investment advice, and preparing reports and briefings.Key Responsibilities:Collect and analyze financial and investment data on...
-
Client-Facing Portfolio Manager
4 months ago
Toronto, Canada Optimize Wealth Management Full timeJob descriptionWe are actively looking for people to join our Portfolio Management and Financial Advisory Team in our Toronto Head Office. This role requires familiarity with all core aspects of wealth management such as investments, financial planning, tax planning, will and estate planning, and insurance. If you have a financial background and you are good...
-
Client-Facing Portfolio Manager
4 months ago
Toronto, Canada Optimize Wealth Management Full timeJob descriptionWe are actively looking for people to join our Portfolio Management and Financial Advisory Team in our Toronto Head Office. This role requires familiarity with all core aspects of wealth management such as investments, financial planning, tax planning, will and estate planning, and insurance. If you have a financial background and you are good...
-
Portfolio Analyst, Centralized Portfolio Advisory
6 months ago
Toronto, Canada Scotiabank Full timeRequisition ID: 169920 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: Assist in the management of investment portfolios by ensuring asset mix and total return meet client’s short and long term income and investment growth goals through the use of central models containing...
-
Investment Portfolio Manager
4 weeks ago
Toronto, Ontario, Canada Reliable IT Solutions Full timeAbout the RoleWe are seeking a skilled Investment Portfolio Manager to join our team at Reliable IT Solutions.The ideal candidate will have a strong background in finance and investment analysis, with the ability to manage and grow investment portfolios.Key ResponsibilitiesDevelop and implement investment strategies to achieve optimal returnsConduct thorough...
-
Investment Management Lead, Gcm Portfolio
6 months ago
Toronto, Canada KPMG Full timeOverview: At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. The Investment Management Office is part of the Global Investments and Growth Function in the Office of the Global COO. The role of the Investment Management Office...
-
Investment Management Lead, Cross Functional
6 months ago
Toronto, Canada KPMG Full timeOverview: At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. The Investment Management Office is part of the Global Investments and Growth Function in the Office of the Global COO. The role of the Investment Management Office...
-
Client-Facing Portfolio Manager
7 days ago
Toronto, ON, Canada Optimize Wealth Management Full timeJob description We are actively looking for people to join our Portfolio Management and Financial Advisory Team in our Toronto Head Office. This role requires familiarity with all core aspects of wealth management such as investments, financial planning, tax planning, will and estate planning, and insurance. If you have a financial background and you are...