Strategic Portfolio Coordinator
4 weeks ago
About the Company:
Hire Intellect is a leading provider of trade knowledge, financial solutions, equity insurance connections, and business growth strategies for Canadian companies.
About the Role:
The Associate Project Portfolio Manager will support the Portfolio Strategy and Planning Lead in initiative and project oversight, alignment facilitation, and portfolio delivery and reporting frameworks.
Responsibilities:
- Partner with the Portfolio Strategy and Planning Lead to coordinate strategic portfolio planning.
- Develop criteria for portfolio evaluation and proposals.
- Establish reporting mechanisms, including dashboards.
- Perform day-to-day portfolio activities.
- Monitor progress, budgets, and schedules of initiatives and projects.
- Establish a communication plan and calendar.
Requirements:
Specific Project Requirements:
- Mature, establish, and mature strategic portfolio planning frameworks.
- Establish guiding principles and procedures for the portfolio.
Top Skills Required:
- Knowledge of portfolio management methodologies.
- Ability to manage portfolio activities to meet goals.
- Preferred project management professional (PMP) or portfolio management professional (PfMP) certification.
Other Skills Required:
- Agile methodology, Planview modules, Azure DevOps.
Assets:
- Power BI and other reporting skills.
Specific Project Requirements:
- Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
- Demonstrated experience in SQL programming is required.
- Demonstrated experience in ETL is required.
- Strong knowledge and demonstrated experience in current and future state data mapping.
- Carry out data validation and identify and resolve discrepancies (format, content, values).
- Work with business team members on troubleshooting.
Top Skills Required:
- Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
- Well-rounded experience in the whole data lifecycle management and hands-on experience in the following data management domains: dimensional and relational data modeling, data quality, SQL programming (minimum 5 years), ETL development, metadata management, and master data management.
- Business intelligence.
Other Skills Required:
- Experience with Azure Data Platform technologies or other public cloud offerings.
- Programming experience: SQL.
- Experience with Databricks.
Assets:
- Excellent verbal and written communication, critical thinking, time management, priority planning, and interpersonal skills.
- Ability to understand and interpret requirements and design documents.
- Ability to write and maintain documentation.
- Demonstrated experience working with key business stakeholders in areas of Finance, Risk Management, and Insurance.
- Experience working in an Agile environment/team.
- Bilingualism in both official languages (English and French).
- Greater than 5 years of SQL development and refactoring existing SQL.
-
Strategic Portfolio Coordinator
4 weeks ago
Ottawa, Ontario, Canada Hire Intellect Full timeAbout the Company:Hire Intellect is a leading provider of innovative solutions for businesses looking to grow and succeed in the global market. Our team of experts is dedicated to helping clients achieve their goals through strategic portfolio planning and management.About the Role:The Associate Portfolio Management Specialist will support the Portfolio...
-
Strategic Portfolio Coordinator
3 weeks ago
Ottawa, Ontario, Canada Hire Intellect Full timeAbout the Role:We are seeking a highly skilled Portfolio Management Specialist to support the Portfolio Strategy & Planning Lead with initiative and project oversight.The ideal candidate will have a strong background in portfolio management methodologies and be able to manage portfolio activities to meet goals.Key responsibilities include partnering with the...
-
Strategic Portfolio Manager
1 month ago
Ottawa, Ontario, Canada CB Canada Full timeJob DescriptionADGA is seeking a highly skilled Strategic Portfolio Manager to join our team. As a key member of our client-facing team, you will be responsible for developing and maintaining strong relationships with our clients, identifying opportunities for growth and improvement, and recommending solutions to meet their needs.Key Responsibilities:Manage...
-
Portfolio Management Associate
3 weeks ago
Ottawa, Ontario, Canada Hire Intellect Full timeAbout the Role:We are seeking a skilled Associate Portfolio Manager to support our Portfolio Strategy and Planning Lead in initiative and project oversight. As a key member of our team, you will work closely with our Portfolio Strategy and Planning Lead to coordinate strategic portfolio planning, develop criteria for evaluation and portfolio proposals, and...
-
Strategic Portfolio Manager
3 weeks ago
Ottawa, Ontario, Canada CB Canada Full timeJob DescriptionAs a Portfolio Manager at CB Canada, you will be responsible for developing and maintaining strong relationships with your assigned client base. Your primary goal will be to understand their business needs, identify areas for improvement, and recommend existing or customized solutions. You will be the key contact for your clients and will work...
-
Portfolio Management Specialist
4 weeks ago
Ottawa, Ontario, Canada Hire Intellect Full timeAbout the Company:Hire Intellect is a leading provider of trade knowledge, financial solutions, equity insurance connections, and business growth strategies for Canadian companies.About the Role:The Associate Project Portfolio Manager supports the Portfolio Strategy and Planning Lead in initiative and project oversight, aligning with the company's strategic...
-
Portfolio Management Specialist
4 weeks ago
Ottawa, Ontario, Canada Hire Intellect Full timeAbout the Company:Hire Intellect is a leading provider of trade knowledge, financial solutions, equity insurance connections, and business growth strategies for Canadian companies.About the Role:The Associate Portfolio Manager supports the Portfolio Strategy and Planning Lead in initiative and project oversight, ensuring alignment, facilitation, and...
-
Strategic Portfolio Manager
5 days ago
Ottawa, Ontario, Canada Bank of Montreal Full timeStrategic Portfolio ManagerAbout the Role:We are seeking an experienced Strategic Portfolio Manager to join our team at BMO Private Investment Counsel Inc. This is a full-time position that will be responsible for evaluating client needs, creating investment policy statements, and implementing client strategies.Salary: The estimated annual salary for this...
-
Strategic Portfolio Manager
2 weeks ago
Ottawa, Ontario, Canada Staffing In Motion Full time{"title":"Financial Services Opportunity","subtitle":"Private Client Advisor","text":"Firm Overview: Our partner, a large global portfolio management firm, manages over $200 billion in assets. Each client receives a customized portfolio tailored to their needs, with a focus on global diversification and individual stocks and bonds.Role Description: As a...
-
Strategic Marketing Coordinator
7 days ago
Ottawa, Ontario, Canada Alphabet Creative Full timeJob OverviewAt Alphabet Creative, we're seeking a highly skilled Strategic Marketing Coordinator to join our team. As a key member of our marketing department, you will be responsible for developing and implementing innovative marketing strategies that drive business growth.Salary and BenefitsThe successful candidate can expect a competitive salary in the...
-
Strategic Financial Operations Coordinator
7 days ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeJob DescriptionWe are seeking a skilled Strategic Financial Operations Coordinator to join our team at Desjardins Financial Security Independent Network - Ottawa #118. In this role, you will provide technical support to a lead advisor, assisting with data gathering and analysis, financial planning recommendations, implementation, and portfolio...
-
Facilities Portfolio Coordinator
6 days ago
Ottawa, Ontario, Canada House of Commons (Canada) Chambre des communes (Canada) Full timeOverviewThe House of Commons Digital Services and Real Property is seeking a skilled Facilities Portfolio Coordinator to join their team. This role offers an exciting opportunity to work in various facilities that support Members of Parliament and the democratic process.
-
Investment Portfolio Coordinator
1 month ago
Ottawa, Ontario, Canada beBee Professionals Full timePortfolio Management PositionBeBee Professionals is seeking a Portfolio Management Analyst to provide portfolio management services to our clients. The successful candidate will be responsible for analyzing portfolios, allocating assets, and constructing portfolios that meet our clients' needs.The ideal candidate should have a Bachelor's degree in finance,...
-
Senior Portfolio Manager
1 month ago
Ottawa, Ontario, Canada Employment and Social Development Canada Full timeJob OpportunityWe are seeking a highly skilled and experienced professional to join our team as a Senior Portfolio Manager. This is a unique opportunity to leverage your expertise in managing human and financial resources, developing proposals and reports, and providing strategic advice to senior management.Key ResponsibilitiesManage human and financial...
-
Master Portfolio Manager – Ottawa
5 days ago
Ottawa, Ontario, Canada NAV CANADA Full timeJob SummaryWe are seeking a highly skilled and experienced Master Portfolio Manager to lead our operational, technology, and strategic projects. As a key member of our Portfolio Delivery Group, you will be responsible for leading multidisciplinary teams, establishing strong relationships with internal and external stakeholders, and driving project...
-
Ottawa, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and experienced Associate Director to join our Private Equity team at Roynat Equity Partners, a division of Scotiabank.Key ResponsibilitiesProvide strategic support to the Director and Managing Director in making and managing private equity and venture capital fund investments.Lead and take ownership of...
-
Director of Portfolio Management
5 days ago
Ottawa, Ontario, Canada Domus Building Cleaning Company Ltd. Full timeJob Description:The Director of Portfolio Management is responsible for overseeing and managing all aspects of their portfolio of buildings. This includes conducting regular inspections and reviews to ensure compliance and best-in-class service delivery.Key Responsibilities:Oversee day-to-day management of current contractsConduct regular site visits and...
-
Residential Portfolio Coordinator
5 days ago
Ottawa, Ontario, Canada Colonnade BridgePort Full timeAt Colonnade BridgePort, we are seeking a highly motivated and results-driven Residential Portfolio Coordinator to join our dynamic team in Ottawa. This exciting opportunity offers a competitive salary of $45,000 - $55,000 per year.The ideal candidate will have 1-3 years of experience in sales, customer service, or property management, with a strong...
-
Strategic Investment Director
1 week ago
Ottawa, Ontario, Canada Scotiabank Full timeAs a key member of the Roynat Equity Partners team, you will play a vital role in making and managing private equity/venture capital fund investments.The Associate Director position requires a strong background in financial modeling, with expertise in analyzing financial information presented by prospects and portfolio funds. You will be responsible for...
-
Strategic Operations Coordinator
4 weeks ago
Ottawa, Ontario, Canada National Research Council Canada Full timeKey Responsibilities:The Planning and Coordination Officer will provide operational planning and activity coordination support to the Chief Security Officer in the management of day-to-day activities of the Security Branch. This includes coordinating activities, strategic initiatives, and projects, as well as information strategies, to ensure effective and...