Financial Portfolio Manager

6 days ago


Vancouver, British Columbia, Canada Clarity Recruitment Full time

**About the Role**

We are seeking a highly skilled Financial Portfolio Manager - Settlements and Performance to join our team at Clarity Recruitment. As a key member of our organization, you will be responsible for overseeing the accurate and timely settlement of all portfolio trades, generating performance reports, and monitoring risk and compliance.

**Job Summary:** This is an exciting opportunity for a seasoned professional with experience in financial portfolio administration, trade settlement, and reconciliation. You will have the chance to make a direct impact on our clients' success and your personal career growth.

**Responsibilities:

  • Oversee the accurate and timely settlement of all portfolio trades
  • Generate performance reports and monitor risk and compliance
  • Support process improvement initiatives and collaborate with cross-functional teams

**Requirements:*

  • Experience in the financial services industry, preferably wealth management or trading desks
  • 1-3 years of experience in financial portfolio administration
  • Experience with trade settlement and reconciliation
  • Experience with portfolio performance reporting and data management
  • Familiarity with Power BI and stakeholder relationship management

**What We Offer:

  • An estimated salary of $60,000 - $80,000 per year, depending on experience
  • A comprehensive benefits package, including 3 weeks of vacation time and a health care spending account
  • The opportunity to work with a leading investment management firm that values innovation, sustainability, and client-centered strategies
  • A collaborative work environment that fosters creativity, integrity, and growth

**Why Join Us?** At Clarity Recruitment, we are committed to fostering diversity within our community. Our clients welcome those who would contribute to the further diversification of their staff, including women, visible minorities, Aboriginal people, persons with disabilities, and persons of any sexual orientation or gender identity. If you require accommodation in the application process, please notify us.



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