Specialist, Portfolio Operations

Who we are: 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 build lasting client relationships - we achieve this by generating value for our individual, institutional,...

At Isaac Operations, we are committed to delivering exceptional results for our clients. Our team of experienced professionals provides expert advice and guidance on improving business processes and operations.Company OverviewWe have a reputation for solving complex problems and delivering tangible results. Our team is passionate about helping businesses...

Sales Operations Specialist - Ottawa - Barclay Specialist Care LtdThe Sales Operations Specialist plays a vital role in driving sales effectiveness by developing, maintaining and optimizing key sales operations processes.Key Responsibilities:Develop, maintain and optimize sales operations processes including order management, customer segmentation, pricing,...

**Portfolio Specialist** **Connor, Clark & Lunn Private Capital** **Toronto, ON** We are currently recruiting for the position of **Portfolio Specialist**. In this role, you will be part of the CC&L Private Capital Asset Allocation Team. Led by the firms CIO, the Asset Allocation team is responsible for providing for all aspects of the firm’s...

Job Brief: We are currently looking for a vibrant and fun-loving person to join our growing team as a Portfolio Support Specialist. This role will be reporting to the Head of Operations Support and will be responsible for providing routine technical and management support to the various portfolios that our Operations department handle on a regular...

Job Title:Portfolio Management SpecialistAbout the Role:We are seeking a highly skilled professional to join our Back Office Operations Team as a Portfolio Management Specialist.Main Responsibilities:Reconcile custody accounts at Custodian and Harmony to ensure accurate financial data.Manage the portfolio management system, including trade completion and...

About the RoleWe are seeking an experienced Portfolio Optimization Specialist to join our Portfolio Management Office Department in the CEO's Office. This critical role will be responsible for ensuring that the city's capital portfolio is optimized to achieve strategic objectives.Key ResponsibilitiesDevelop and maintain project management standards,...

Job DescriptionAs a Portfolio Administrator at Marquest Asset Management Inc., you will be responsible for all portfolio administration activities for Marquest and related companies, partnerships, and investment funds.Reconcile custody accounts at Custodian and Harmony.Manage the firm's portfolio management system, including trade completion and settlement...

**About the Role**We are seeking a highly skilled Investment Portfolio Specialist to join our team at Options Consulting Solutions.As an Investment Portfolio Specialist, you will act as an independent entity under our firm's banner and be responsible for managing your own book of business consisting of client portfolios.You will create personalized solutions...

At EQ Bank | Equitable Bank, we're on a mission to redefine the banking experience. As a Mortgage Portfolio Specialist, you'll play a crucial role in maintaining and growing our mortgage portfolio. Your primary responsibility will be to establish and maintain professional relationships with borrowers and/or brokers whose mortgages are approaching...

**Job Description**The Loan Portfolio Specialist is responsible for managing a designated portfolio of commercial loans to ensure it remains at an acceptable level of risk. This involves exercising sound credit judgment in approving and recommending applications, monitoring credit quality, conditions, and collection activity to minimize loan...

**The Role**As a Portfolio Development Specialist, you will play a critical role in developing and executing go-to-market strategies, working closely with sales, marketing, and customer insights colleagues. You will contribute to the development of world-class products and services that enhance learning experiences and outcomes.**Responsibilities**Ensure a...

As a Portfolio Billing Specialist at Stikeman Elliott LLP, you will be responsible for managing the billing process for a portfolio of lawyers. This includes ensuring accurate billing information, resolving any issues that may arise, and communicating with external clients to ensure the accuracy of bills.To succeed in this role, you will need to have 1+...

About Our TeamWe're a team of experienced professionals who are passionate about delivering exceptional results. Our team values collaboration, innovation, and customer satisfaction.Job DescriptionWe're seeking an experienced Operational Consultant to join our team. As a key member of our operations team, you'll work closely with clients to identify areas...

Are you passionate about the tech sector? Do you want to play a role in Canada's innovation economy? As a Portfolio Management Specialist, you will have the opportunity to work with a diverse group of clients with differing needs and help them achieve their long-term goals.In this role, you will manage, retain and grow our relationships with a portfolio of...

**Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

Reporting to the Director, Marketing, the Portfolio Specialist supports the channel portfolio strategy and innovation pipeline for Retail (Lindt Stores and B2B) and e-shop. The Portfolio Specialist will develop and grow the portfolios while connecting channel and consumer insights to the overarching brand strategies, closely collaborating with the brand...

Requisition ID: 178675 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Portfolio Specialist - Multi-Asset Management** **_Location: Travelling required, position based out of Toronto or Ottawa but we'd also consider applicants outside of these two cities._** **Purpose of Job**: **Deliver high touch...

As a skilled Investment Operations Specialist at Crawford Thomas Recruiting, you will work closely with Operations Leaders and Business Stakeholders to support multiple products and projects. Your key responsibilities will include establishing new processes to ensure optimal efficiency in operational workflow while adhering to all Firm and regulatory...

What it's like to be a Northbridge Underwriting Portfolio Specialist – Auto Warranty and Gap The Underwriting Portfolio Specialist is responsible for oversight of key accounts in the Auto Warranty and Guarantee sector of the Specialty department. The incumbent will build relationships with external partners; look after day-to-day operation of the...