Portfolio Manager

3 days ago

Ottawa, Canada ADGA Group Consultants Inc Full time

Company Description

**Description de l'entreprise**
ADGA fournit une vision stratégique, une technologie de classe mondiale et un service d'excellence dans le domaine de la défense, de la sécurité et de l'informatique d'entreprise à des clients du gouvernement fédéral, d'autres niveaux de gouvernement et du secteur privé. Dans un monde dominé par la convergence, ADGA fournit l'expertise et l'innovation dont les organisations ont besoin pour rester sûres, efficaces et productives. Cela repose sur un bilan exceptionnel construit depuis 1967, en protégeant certains des actifs les plus critiques du Canada. Basée à Ottawa, avec des bureaux dans tout le Canada, ADGA est une société privée canadienne qui emploie plus de 800 employés, consultants techniques et experts en la matière.

**Job Description**:
ADGA’s Portfolio Managers are assigned to develop and maintain sound relationships with an assigned client base. He/She works with customers on an on-going basis to understand their business, identify on-going improvements, and recommend existing or customized solutions. Portfolio Managers carry responsibilities for the overall management and growth of ADGA’s contracts within the assigned client accounts, leadership and management of those ADGA resources assigned to the respective portfolio, and financial management of the portfolio of services. Portfolio managers are also responsible to support the strategic growth of ADGA’s service offerings.
- Account Management
- Fosters a strong relationship with his/her assigned clients and ensure a Primary Point of Contact is appointed for the client’s needs within ADGA.
- Either act as the key contact with individual customers or appoint a senior resource to do so on behalf of the portfolio.
- Ensure that overall management of assigned projects and programs within the portfolio and that any issues with regards to Scope, Quality, Delivery, Schedule, Resources and Cost are consistently reviewed and status understood; solid customer relationship and customer satisfaction is a prime objective.
- Engage key client executives and stakeholders in the review of project performance to ensure contract compliance and to identify conflicts or Conducts periodic reviews, frequent outreach and maintains ongoing communication with clients to ensure client satisfaction and retention.
- Responds to client requests and concerns in a timely and professional manner and delegates to internal resources as necessary to manage solutions.
- Responsible for the implementation of projects, which includes the delivery of products, services, and data deliverables such as technical reports or analysis.
- Resource Management
- Responsible to maintain and update CRM/PSA (Salesforce) for assigned accounts and assignments.
- Manages performance related matters, and ensures incidents are documented and relayed to the appropriate personnel, including but not limited to Talent Management.
- Ensures all mandatory training has been completed by his/her staff. Ensures the continued development of staff within the program in order to sustain and develop its growth and meet emerging trends
- Manages and leads all resources assigned to his/her assigned contracts including employees, independent consultants and subcontractors
- Manages the Task Authorization process for new tasks under existing assigned contracts, including the staffing and administrative processes.
- Acts as lead for setup, coordination and onboarding of new resources recruited for his/her assigned contracts
- Proactively identifies resources that are concluding their work on a contract to enable early transition planning.
- Financial Management
- Oversees and monitors ADGA budgets for the assigned program.
- Communicates financial or project related variances in relation to the SOW.
- Forecasts potential financial issues and assist with resolution opportunities.
- Responsible to maintain the Salesforce Price repository for assigned accounts and projects.
- Reviews Scope, Quality, Delivery, Schedule, Resources and Cost for assigned Contracts, and associated Amendments and Task Authorizations and forward to the Contracts department for Commercial review, approval and signature.
- Prepares Purchase Requisitions, as required, to support assigned projects and forward approval to the Contracts department to generate a Purchase Order.
- Responsible to manage all project costs and monitor performance against approved project budgets. This includes, but is not limited to, the approval of timesheet submissions of employees, consultants and subcontractors; resource expense claims; the provision of invoicing instructions; material purchases for assigned projects; and, as required, costs associated with the rental or lease of equipment or facilities.
- Other Duties
- Provide input and insight into corporate initiatives to assist the Executive team in making sound business decisions.
- Work with Account Executives by identifying busines

  • Portfolio Manager

    7 months ago

    Ottawa, Canada Thales Full time

    Location: Ottawa, Canada In fast changing markets, customers worldwide rely on Thales. Thales is a business where brilliant people from all over the world come together to share ideas and inspire each other. In aerospace, transportation, defence, security and space, our architects design innovative solutions that make our tomorrow's possible. For decades,...

  • Associate Portfolio Manager

    4 months ago

    Ottawa, Canada IT Chapter Full time

    Associate Project Portfolio Manager supports the Portfolio Strategy & Planning Lead with initiative and project oversight. Supports with alignment facilitation, implements required portfolio delivery and reporting frameworks. **Hybrid Ottawa - least once a month and for key sessions with alignment** **Responsibilities** - Partners with Information...

  • Portfolio Manager

    3 months ago

    Ottawa, Canada Serco North America Full time

    Position Description: **SUMMARY/PURPOSE**: - The Portfolio Manager is accountable for all services on the account including safety and security-related matters, client relationship management, risk management, supports governance and execution of service delivery performance measurement processes, manages customer relationship and performance, liaises with...

  • Product Portfolio Manager

    7 months ago

    Ottawa, Canada BWX Technologies Full time

    BWXT Medical Ltd. is a trusted source for the development and manufacture of nuclear medicine for biotechnology, life sciences, pharmaceutical companies and academia partners. Headquartered in Kanata, Ontario, BWXT Medical Ltd. employs over 300 highly-skilled people in Kanata and Vancouver, British Columbia. BWXT Medical Ltd. is hiring a **Product Portfolio...

  • Financial Portfolio Manager

    3 weeks ago

    Ottawa, Ontario, Canada Bank of Montreal Full time

    About the RoleWe are seeking a skilled Financial Portfolio Manager to join our team. As a key member of our investment team, you will be responsible for managing a portfolio of clients and growing their relationships.Key Responsibilities:Manage client portfolios to retain and grow relationshipsEvaluate client needs and create personalized investment...

  • Associate Portfolio Manager

    1 month ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 211300 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Portfolio Manager to join our team. As an Associate Portfolio Manager, you will...

  • Strategic Portfolio Management Specialist

    2 weeks ago

    Ottawa, Ontario, Canada Maplesoft Group Full time

    At Maplesoft Group, we value innovative solutions and forward-thinking professionals. Our company culture emphasizes collaboration and a commitment to excellence.We are seeking an Associate Portfolio Manager for our Federal Government client in the United States. As a strategic partner, you will work closely with the Information Technology Portfolio Strategy...

  • Director, Investments, Portfolio Management

    7 months 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)**:...

  • Patent Portfolio Manager

    2 weeks ago

    Ottawa, Ontario, Canada Ericsson Full time

    Job OverviewWe are seeking a highly skilled Patent Portfolio Manager to join our global patent team at Ericsson. As a key member of the organization, you will be responsible for managing and maintaining our extensive patent portfolio.ResponsibilitiesDevelop and implement strategies to optimize patent filings and prosecutions worldwide.Collaborate with...

  • Real Estate Portfolio Manager

    2 weeks ago

    Ottawa, Ontario, Canada Ncc Ccn Full time

    OverviewThe National Capital Commission's Real Estate and Development Branch is seeking a highly skilled Real Estate Portfolio Manager to join our team. This exciting opportunity allows you to leverage your expertise in real estate management, client relationships, and portfolio analysis to drive business growth and client satisfaction.

  • Senior Portfolio Strategist

    4 weeks ago

    Ottawa, Ontario, Canada Maplesoft Group Full time

    About the RoleWe are seeking a highly skilled Senior Portfolio Strategist to join our team at Maplesoft Group.This is an exciting opportunity for an experienced professional to work in a dynamic environment where contributions count.As a Senior Portfolio Strategist, you will play a key role in coordinating strategic portfolio planning and developing criteria...

  • (Associate) Fixed Income Portfolio Manager

    4 weeks ago

    Ottawa, Canada Maplesoft Group Full time

    Maplesoft implements TimeLive for Electronic time tracking.Please view the demo below on how to enter and approve time.Do you want to work in a dynamic environment where your contributions count?At Maplesoft, we value the contributions of all our employees and contractors. We listen and act upon suggestions, advice, and innovative ideas to further our...

  • Insurance Portfolio Development Manager

    4 weeks ago

    Ottawa, Ontario, Canada BMS Group Full time

    We are seeking an experienced and dynamic Insurance Portfolio Development Manager to join our Commercial team within our Affinity division at BMS Canada Risk Services Ltd. in Ottawa.About the RoleThis full-time position offers a competitive salary range of $80,000 - $120,000 per year and is responsible for managing and expanding our commercial Property &...

  • Vendor Portfolio Manager

    7 months ago

    Ottawa, Canada Payments Canada Full time

    Payments Canada’s purpose is to make payments easier, smarter and safer for all Canadians. We care deeply about our employees’ well-being and are committed to providing a flexible, hybrid work environment that supports in-person connection and remote work. |Get to Know Us We are a unique organization situated at the centre of Canada’s payments...

  • Supply Chain Portfolio Manager

    1 month ago

    Ottawa, Canada GemTek Full time

    Supply Chain Portfolio Manager Position Overview We are seeking an experienced Supply Chain Portfolio Manager to join our client's team in Ottawa, Ontario. This role reports to the Senior Director of Global Procurement and Supply Chain Management and is crucial in managing complex procurement activities and supplier relationships. Key Responsibilities ...

  • Supply Chain Portfolio Manager

    1 month ago

    Ottawa, Canada GemTek Full time

    Supply Chain Portfolio ManagerPosition OverviewWe are seeking an experienced Supply Chain Portfolio Manager to join our client's team in Ottawa, Ontario. This role reports to the Senior Director of Global Procurement and Supply Chain Management and is crucial in managing complex procurement activities and supplier relationships.Key ResponsibilitiesManage a...

  • Supply Chain Portfolio Manager

    2 months ago

    Ottawa, Canada GemTek Full time

    Supply Chain Portfolio ManagerPosition OverviewWe are seeking an experienced Supply Chain Portfolio Manager to join our client's team in Ottawa, Ontario. This role reports to the Senior Director of Global Procurement and Supply Chain Management and is crucial in managing complex procurement activities and supplier relationships.Key ResponsibilitiesManage a...

  • Financial Wellness Portfolio Manager

    4 weeks ago

    Ottawa, Ontario, Canada Aviso Wealth Inc Full time

    OverviewAviso Wealth Inc is seeking a skilled Financial Wellness Portfolio Manager to join our team. This role involves taking ownership of term renewals and assisting members in building customized financial wellness plans.

  • Financial Wellness Portfolio Manager

    2 weeks ago

    Ottawa, Ontario, Canada Aviso Wealth Inc Full time

    Job SummaryWe are seeking an experienced Financial Wellness Portfolio Manager to join our team at Aviso Wealth Inc.About the RoleThe successful candidate will be responsible for building customized financial wellness plans for our members, assisting them in achieving their long-term financial goals.You will work closely with our MSOW2s to identify...

  • Delivery Portfolio Manager for Global Clients

    3 weeks ago

    Ottawa, Ontario, Canada Quantexa Full time

    At Quantexa, we are on a mission to help businesses grow and make data easier. Our team is comprised of passionate minds harnessing complexities to drive innovation and success in the financial crime and customer lifecycle management domains.We are expanding our project delivery teams rapidly as clients adopt our technology across these domains. As a...