Portfolio Administration Associate Manager
4 weeks ago
**Job Title**
Portfolio Administration Associate Manager
**Job Description Summary**
Responsible to manage a group of associates and the day to day activities of the team for a specific functional or geographical area that supports the Portfolio Administration Service Line.
The associate manager is also responsible for overseeing the day to day activities at the client level and being the first point of escalation for any questions or concerns that arise from the client or senior leadership.
Responsible to manage a group of associates and the day to day activities of the team for a specific functional or geographical area that supports the Portfolio Administration Service Line.
The associate manager is also responsible for overseeing the day to day activities at the client level and being the first point of escalation for any questions or concerns that arise from the client or senior leadership.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
- Manage all Portfolio Administration services for a multitude of accounts
- Oversee associates and operations on a day-to-day basis ensuring work is completed and deadlines are met
- Provide leadership to staff with the goal of maximizing technology resources and improving processes
- Provide direction, coaching, and career development to assigned staff
- Provide new team integration and recruiting support including the interviewing and onboarding process
- Develop training and ensure all training and continuing education needs are met for each associate
- Create and maintain trust and strong relationships with team members, leadership, and clients
- Ensure account needs are met while following the scope outlined in the client service agreements
- Complete monthly billing for Portfolio Administration services for assigned clients
- Provide superior client service to internal and external clients
- Recommend new approaches, policies, and procedures to drive continual improvements in efficiency of services performed
- Continuously seek business expansion opportunities with existing clients and develop those opportunities
- Outline or oversee the continuous updates to the process playbooks
- Provide timely and accurate reporting to senior leadership and clients
- Handle or oversee monthly rent and other critical reporting for clients and senior leadership
- Partner with the Transition and Abstraction/Quality Control teams to onboard new accounts quickly and smoothly
- Provide regular feedback to leadership regarding issues, challenges, and areas for additional focus
- Execute special projects as assigned by senior leadership
- Collaborate with other divisions and Client entities including Transaction Management, Facilities Management, Construction/Design, legal, etc. as needed
- Support and assist with department and companywide initiatives and ensure company standards are implemented, met, and maintained
- Demonstrate initiative and reflect a sense of urgency in daily duties by meeting or improving upon deadlines
- Stay up to date on the latest industry standards and trends
KEY COMPETENCIES
1. Demonstrated leadership/management skills
2. Strong Customer Service Skills
3. Strong Communication Proficiency (oral and written)
4. Presentation Skills
5. Organization Skills
6. Technical Proficiency
7. Analytical Skills
8. Research Skills
9. Detail Oriented
10. Interpersonal Skills
11. Sense of Urgency
EDUCATION
- Bachelor’s Degree preferred in any field; business, finance/real estate, accounting ideal
ADDITIONAL ELIGIBILITY QUALIFICATIONS
- 3+ years relevant work experience
- Ability to read and understand financial statements
- Strong interpersonal skills
- Ability to manage multiple high priorities
- Strong proficiency with MS Office Suite (MS Word, Excel and PowerPoint)
WORK ENVIRONMENT
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate with others and exchange accurate information; operate a computer and other office productivity machinery; move about the workplace; remain in a stationary position for 75% of the time; and extend hands and arms in any direction.
AAP/EEO STATEMENT
C&W provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected
by state, federal, or local law.
Further, C&W takes affirmative action to ensure that applicants are employed and employees during employment are treated without regard to any of these characteristics. Discrimination
of any type will not be tolerated.
OTHER DUTIES
This job descript
-
Portfolio Administration Associate Manager
3 weeks ago
Toronto, ON, Canada Cushman & Wakefield Full time €69,700 - €82,000Job TitlePortfolio Administration Associate ManagerJob Description SummaryResponsible to manage a group of associates and the day to day activities of the team for a specific functional or geographical area that supports the Portfolio Administration Service Line. The associate manager is also responsible for overseeing the day to day activities at the client...
-
Associate Portfolio Manager
7 months ago
Toronto, Canada Franklin Templeton Investments Full timeFiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Unlike other...
-
Associate Portfolio Manager/portfolio Manager
2 weeks ago
Toronto, Canada IMCO Full timeAt IMCO, our talent is among the best! IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn, and grow your career. We offer a culture of collaboration and passion, creating unwavering value for the clients we serve. Our vision is to be...
-
Portfolio Administration Manager
2 months ago
Toronto, Canada Cushman & Wakefield Full time**Job Title** Portfolio Administration Manager **Job Description Summary** Responsible to manage a group of associates and the day to day activities of the team for a specific functional or geographical area that supports the Portfolio Administration Service Line. The manager is also responsible for overseeing the day to day activities at the client level...
-
Associate Portfolio Manager
7 months ago
Toronto, Canada Questrade Financial Group Full timeQuestrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about...
-
Portfolio Administrator
7 months ago
Toronto, Canada Scotiabank Full timeRequisition ID: 194039 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** To provide administrative and related support to the centralized portfolio management function of Scotia Private Investment Counsel. The position has an emphasis on trading support which includes, but not limited to,...
-
Associate Portfolio Manager
1 week ago
Toronto, Canada RPIA Full timeWe are currently seeking a full-time permanent Associate Portfolio Manager (High Yield, Multi-Credit) to join our team. As an Associate Portfolio Manager, you will play a crucial role on our Portfolio Management team. You will actively manage a portfolio of high-yield corporate bonds, form credit views on companies and sectors, identify mispriced/attractive...
-
Associate Portfolio Manager, Treasury
7 months ago
Toronto, Canada CIBC Mellon Full time**Company Information**: CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee...
-
Associate Portfolio Manager
7 days ago
Toronto, Canada RPIA Full timeWe are currently seeking a full-time permanent Associate Portfolio Manager (High Yield, Multi-Credit) to join our team. As an Associate Portfolio Manager, you will play a crucial role on our Portfolio Management team. You will actively manage a portfolio of high-yield corporate bonds, form credit views on companies and sectors, identify mispriced/attractive...
-
Associate Portfolio Manager
7 days ago
Toronto, Canada RPIA Full timeWe are currently seeking a full-time permanent Associate Portfolio Manager (High Yield, Multi-Credit) to join our team. As an Associate Portfolio Manager, you will play a crucial role on our Portfolio Management team. You will actively manage a portfolio of high-yield corporate bonds, form credit views on companies and sectors, identify mispriced/attractive...
-
Associate Portfolio Manager
7 days ago
Toronto, Canada RPIA Full timeWe are currently seeking a full-time permanent Associate Portfolio Manager (High Yield, Multi-Credit) to join our team. As an Associate Portfolio Manager, you will play a crucial role on our Portfolio Management team. You will actively manage a portfolio of high-yield corporate bonds, form credit views on companies and sectors, identify mispriced/attractive...
-
Associate Portfolio Manager
2 weeks ago
Toronto, Canada RPIA Full timeWe are currently seeking a full-time permanent Associate Portfolio Manager (High Yield, Multi-Credit) to join our team. As an Associate Portfolio Manager, you will play a crucial role on our Portfolio Management team. You will actively manage a portfolio of high-yield corporate bonds, form credit views on companies and sectors, identify...
-
Associate Portfolio Manager
6 days ago
Toronto, Canada RPIA Full timeWe are currently seeking a full-time permanent Associate Portfolio Manager (High Yield, Multi-Credit) to join our team. As an Associate Portfolio Manager, you will play a crucial role on our Portfolio Management team. You will actively manage a portfolio of high-yield corporate bonds, form credit views on companies and sectors, identify mispriced/attractive...
-
Associate, Portfolio Manager
2 weeks ago
Toronto, ON, Canada RPIA Full timeWe are currently seeking a full-time permanent Associate Portfolio Manager (High Yield, Multi-Credit) to join our team. As an Associate Portfolio Manager, you will play a crucial role on our Portfolio Management team. You will actively manage a portfolio of high-yield corporate bonds, form credit views on companies and sectors, identify...
-
Associate, Portfolio Manager
2 weeks ago
Toronto, ON, Canada RPIA Full timeWe are currently seeking a full-time permanent Associate Portfolio Manager (High Yield, Multi-Credit) to join our team. As an Associate Portfolio Manager, you will play a crucial role on our Portfolio Management team. You will actively manage a portfolio of high-yield corporate bonds, form credit views on companies and sectors, identify...
-
Associate Portfolio Manager, Portfolio Construction
7 months ago
Toronto, Canada IMCO Full timeAt IMCO, our talent is among the best! IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn, and grow your career. We offer a culture of collaboration and passion, creating unwavering value for the clients we serve. Our vision is to be...
-
Associate Director, Associate Portfolio Manager
7 months ago
Toronto, Canada iA Groupe financier iA Financial Group Full timeiA Global Asset Management / Associate Portfolio Manager / Permanent / Montréal, Québec or Toronto / Hybrid_ Do you want to join one of the largest groups of portfolio managers in Canada? Each day, our passionate teams focus on making iA Global Asset Management (iAGAM) one of the market’s most competitive portfolio managers. We are looking for an...
-
Associate Portfolio Manager
7 days ago
Toronto, ON, Canada RPIA Full timeWe are currently seeking a full-time permanent Associate Portfolio Manager (High Yield, Multi-Credit) to join our team. As an Associate Portfolio Manager, you will play a crucial role on our Portfolio Management team. You will actively manage a portfolio of high-yield corporate bonds, form credit views on companies and sectors, identify...
-
Associate Portfolio Manager
1 week ago
Toronto, ON, Canada RPIA Full timeWe are currently seeking a full-time permanent Associate Portfolio Manager (High Yield, Multi-Credit) to join our team. As an Associate Portfolio Manager, you will play a crucial role on our Portfolio Management team. You will actively manage a portfolio of high-yield corporate bonds, form credit views on companies and sectors, identify...
-
Portfolio Administrator
1 week ago
Toronto, Canada Beutel, Goodman & Company Ltd. Full timeOverviewThe Portfolio Administrator is responsible for the recordkeeping of institutional accounts and processing Fund trades. They will interact with clients, auditors, custodians, and multiple stakeholders from internal departments to ensure effective communication flow. Key Responsibilities- Reconcile client portfolio cash balances with...