Senior Portfolio Operations

A private investment counsel firm in Ottawa is seeking a mid-senior level operations professional to manage day-to-day operations, oversee client reporting, and lead project implementations. The ideal candidate will have 5–7 years of experience in wealth management operations, excellent communication skills, and hands-on experience with portfolio...

A private investment counsel firm in Ottawa is seeking a mid-senior level operations professional to manage day-to-day operations, oversee client reporting, and lead project implementations. The ideal candidate will have 5–7 years of experience in wealth management operations, excellent communication skills, and hands-on experience with portfolio...

A private investment counsel firm in Ottawa is seeking a mid-senior level operations professional to manage day-to-day operations, oversee client reporting, and lead project implementations. The ideal candidate will have 5–7 years of experience in wealth management operations, excellent communication skills, and hands-on experience with portfolio...

4 days ago • Be among the first 25 applicants. About Doherty & Associates Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom portfolios tailored for private clients as well as foundations and institutions. Doherty works with individual clients in all aspects of their finances, building a plan...

4 days ago • Be among the first 25 applicants. About Doherty & Associates Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom portfolios tailored for private clients as well as foundations and institutions. Doherty works with individual clients in all aspects of their finances, building a plan...

4 days ago • Be among the first 25 applicants. About Doherty & Associates Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom portfolios tailored for private clients as well as foundations and institutions. Doherty works with individual clients in all aspects of their finances, building a plan...

About Doherty & Associates About the Role Reporting to the Head of Operations, this role involves managing complex tasks, resolving operational issues, and facilitating process improvements. We’re seeking a detail-oriented and proactive operations professional who thrives in a fast-paced environment, communicates effectively within a team, and consistently...

About Doherty & Associates About the Role Reporting to the Head of Operations, this role involves managing complex tasks, resolving operational issues, and facilitating process improvements. We’re seeking a detail-oriented and proactive operations professional who thrives in a fast-paced environment, communicates effectively within a team, and consistently...

About Doherty & Associates Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom portfolios tailored for private clients as well as foundations and institutions. Doherty works with individual clients in all aspects of their finances, building a plan that will help them achieve their unique goals....

Manager, Portfolio Administration & Operations page is loaded## Manager, Portfolio Administration & Operationslocations: Ottawa, ONtime type: Full timeposted on: Posted 5 Days Agojob requisition id: R11232**About Doherty & Associates**Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom...