Senior Portfolio Manager

7 days ago

Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full time
About the Role

We are seeking a highly skilled and experienced Senior Portfolio Manager to join our team at Wellington-Altus Private Wealth Inc. as an Associate Vice-President, Central Overlay Group Operations. This is a unique opportunity to work with a top-rated investment dealer in Canada and one of Canada's Best Managed Companies.

Key Responsibilities
  • Portfolio Modelling
    • Develop and implement standard operating procedures to support trade administration for our managed account program(s).
    • Oversee daily functions of portfolio administrators ensuring client portfolios are managed as per target allocation.
    • Execute rebalancing based on model updates from Portfolio Managers for our managed account programs.
    • Execute trade requests for our USA operations ensuring accurate execution and settlement with the custodian.
    • Work collaboratively with project teams to transition the managed account program to a new Portfolio Management system ensuring all requirements identified and team is operationally ready.
    • Work with Portfolio Management team to launch and support SMA/UMA and ultimately UMH program.
  • Portfolio Manager Support
    • Support our discretionary investment advisors with trade execution for their managed accounts.
    • Assist Portfolio Managers with best practice modelling using Enterprise Portfolio Management software.
    • Deliver superior service to Portfolio Managers as well as clients within our managed account program.
  • People Management
    • Manage a team of portfolio administrators and analysts ensuring the timely execution of model updates.
    • Handle rebalancing and trade requests.
  • System Management
    • Work with the Envestnet team to manage Portfolio Management software, ensuring it meets the needs of managed platforms, as well as the needs of our Portfolio Managers.
  • Other Responsibilities
    • Perform other duties as assigned.
Requirements
  • A degree or diploma in business administration, economics, or equivalent combination of education and experience within the financial services industry.
  • 8+ years' experience within financial services, preferably with SMA/UMA experience.
  • Successful completion of the Canadian Securities Course (CSC).
  • CFP and/or CFA designation is a strong asset.
  • Experience with Portfolio Management software (EnvestNet is an asset).
  • Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
  • An ability to demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals.
  • Strong written and verbal communication skills with a dedication to providing a superior level of service to our branches & advisory teams.
  • An excellent attention to detail.
  • Excellent problem-solving skills.
  • Strong organizational skills, and an ability to manage multiple and competing priorities.
  • Strong critical thinking and written and verbal communication skills.
Conditions of Employment
  • Must be legally eligible to work in Canada.
  • Must be able to travel within Canada 0-5% of the time.
  • A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.
About Wellington-Altus Private Wealth Inc.

We are a top-rated investment dealer in Canada and one of Canada's Best Managed Companies. We are committed to equity and diversity within our community and welcome applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

  • Senior Portfolio Manager

    7 days ago

    Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Portfolio Manager to join our team at Wellington-Altus Private Wealth Inc. as an Associate Vice-President, Central Overlay Group Operations. This is a unique opportunity to work with a top-rated investment dealer in Canada and one of Canada's Best Managed Companies.Key...

  • Senior Portfolio Manager

    6 days ago

    Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Portfolio Manager to join our team at Wellington-Altus Private Wealth Inc. as an Associate Vice-President, Central Overlay Group Operations. This is a unique opportunity to work with a top-rated investment dealer in Canada and one of Canada's Best Managed Companies.Key...

  • Senior Capital Project Manager/Portfolio Manager

    4 days ago

    Winnipeg, Manitoba, Canada Manitoba Government Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Capital Project Manager/Portfolio Manager to join our team at the Manitoba Government. As a key member of our Capital Project Planning and Delivery division, you will be responsible for managing a portfolio of capital projects and providing leadership in capital planning, management, and...

  • Senior Capital Project Manager/Portfolio Manager

    4 days ago

    Winnipeg, Manitoba, Canada Manitoba Government Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Capital Project Manager/Portfolio Manager to join our team at the Manitoba Government. As a key member of our Capital Project Planning and Delivery division, you will be responsible for managing a portfolio of capital projects and providing leadership in capital planning, management, and...

  • Senior Capital Project Manager/Portfolio Manager

    4 days ago

    Winnipeg, Manitoba, Canada Government of Manitoba Full time

    About the RoleThe Government of Manitoba is seeking a highly skilled and experienced Portfolio Manager to join our team in the Department of Education and Early Childhood Learning. As a key member of our team, you will be responsible for managing a portfolio of capital projects, providing leadership in capital planning, and collaborating with internal and...

  • Senior Capital Project Manager/Portfolio Manager

    4 days ago

    Winnipeg, Manitoba, Canada Government of Manitoba Full time

    About the RoleThe Government of Manitoba is seeking a highly skilled and experienced Portfolio Manager to join our team in the Department of Education and Early Childhood Learning. As a key member of our team, you will be responsible for managing a portfolio of capital projects, providing leadership in capital planning, and collaborating with internal and...

  • Investment Portfolio Manager

    1 week ago

    Winnipeg, Manitoba, Canada Value Partners Investments Inc. Full time

    Job SummaryWe are seeking a highly skilled Investment Counsellor to join our team at Value Partners Investments Inc. As an Investment Counsellor, you will play a critical role in serving as a trusted advisor for our high-net-worth clients, providing a holistic investment and wealth planning experience.Key ResponsibilitiesClient Relationship ManagementDevelop...

  • Investment Portfolio Manager

    6 days ago

    Winnipeg, Manitoba, Canada Value Partners Investments Inc. Full time

    Job SummaryValue Partners Investments Inc. is seeking a highly skilled Investment Counsellor to join our team. As a trusted advisor, you will be responsible for providing holistic investment and wealth planning services to high-net-worth families and individuals.Key ResponsibilitiesInvestment Planning and Portfolio ManagementDevelop and implement tailored...

  • Investment Portfolio Manager

    6 days ago

    Winnipeg, Manitoba, Canada Value Partners Investments Inc. Full time

    Job SummaryValue Partners Investments Inc. is seeking a highly skilled Investment Counsellor to join our team. As a trusted advisor, you will be responsible for providing holistic investment and wealth planning services to high-net-worth families and individuals.Key ResponsibilitiesInvestment Planning and Portfolio ManagementDevelop and implement tailored...

  • Executive Assistant

    6 days ago

    Winnipeg, Manitoba, Canada Winnipeg Regional Health Authority Full time

    Job SummaryWe are seeking a highly skilled and experienced Executive Assistant to provide administrative support to the Health System Integration and Quality portfolio. The successful candidate will be responsible for providing exceptional administrative services, including scheduling, correspondence, and data management.Key ResponsibilitiesProvide...

  • Executive Assistant

    6 days ago

    Winnipeg, Manitoba, Canada Winnipeg Regional Health Authority Full time

    Job SummaryWe are seeking a highly skilled and experienced Executive Assistant to provide administrative support to the Health System Integration and Quality portfolio. The successful candidate will be responsible for providing exceptional administrative services, including scheduling, correspondence, and data management.Key ResponsibilitiesProvide...

  • Portfolio Resource Coordinator

    2 weeks ago

    Winnipeg, Manitoba, Canada Paladin Security Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Portfolio Resource Coordinator to join our team at Paladin Security. The successful candidate will be responsible for ensuring portfolio resource coordination and strategic scheduling support for their assigned Client Service Team.Key ResponsibilitiesStrategically identify open shifts and work...

  • Portfolio Manager

    7 days ago

    Winnipeg, Manitoba, Canada BGO Full time

    Job Summary:The Executive Director will be responsible for leading a Class A portfolio in Winnipeg, reporting to the Vice-President. This role requires a strong market leader who can promote and represent BGO and its clients within the Winnipeg commercial office market.Key Responsibilities:Market Research and Development: Identify and research potential...

  • Portfolio Resource Coordinator

    1 day ago

    Winnipeg, Manitoba, Canada Paladin Security Full time

    About Paladin Security:Paladin Security is a leading provider of security services, dedicated to making the world a safer and friendlier place. We're a team of passionate individuals who share a commitment to excellence, customer service, and community involvement.Job Description:We're seeking a highly skilled and organized Portfolio Resource Coordinator to...

  • Portfolio Resource Coordinator

    1 day ago

    Winnipeg, Manitoba, Canada Paladin Security Full time

    About Paladin Security:Paladin Security is a leading provider of security services, dedicated to making the world a safer and friendlier place. We're a team of passionate individuals who share a commitment to excellence, customer service, and community involvement.Job Description:We're seeking a highly skilled and organized Portfolio Resource Coordinator to...

  • Portfolio Operations Coordinator

    7 days ago

    Winnipeg, Manitoba, Canada Paladin Security Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Portfolio Resource Coordinator to join our team at Paladin Security. As a key member of our operations team, you will be responsible for ensuring seamless resource coordination and scheduling support for our Client Service Teams.Key ResponsibilitiesStrategically identify open shifts and work...

  • Portfolio Resource Coordinator

    2 days ago

    Winnipeg, Manitoba, Canada Paladin Security Full time

    Job SummaryThe Portfolio Resource Coordinator is a key member of the Paladin Security team, responsible for ensuring seamless resource coordination and strategic scheduling support for their assigned Client Service Team. This role requires proactive problem-solving, effective communication, and a strong understanding of operational processes.Key...

  • Portfolio Resource Coordinator

    3 days ago

    Winnipeg, Manitoba, Canada Paladin Security Full time

    Job SummaryThe Portfolio Resource Coordinator is a key member of the Paladin Security team, responsible for ensuring seamless resource coordination and strategic scheduling support for their assigned Client Service Team. This role requires proactive problem-solving, effective communication, and a strong understanding of operational processes.Key...

  • Portfolio Resource Coordinator

    2 weeks ago

    Winnipeg, Manitoba, Canada Paladin Security Full time

    Job SummaryThe Portfolio Resource Coordinator is a key member of the Paladin Security team, responsible for ensuring seamless resource coordination and strategic scheduling support for their assigned Client Service Team. This role requires a proactive approach to addressing resource needs, filling open shifts, and reducing overtime through strategic...

  • Portfolio Resource Coordinator

    7 days ago

    Winnipeg, Manitoba, Canada Paladin Security Full time

    Job OverviewPaladin Security is a leading provider of security services, dedicated to making the world a safer and friendlier place. We are seeking a highly skilled and motivated Portfolio Resource Coordinator to join our team.Key ResponsibilitiesStrategically identify open shifts and work with the Client Service Team to ensure schedules are complete and...