Portfolio Operations Manager

1 month ago

Toronto, Ontario, Canada Ontario Teachers' Full time
Job Title: Portfolio Operations Manager

Join Ontario Teachers' as a Portfolio Operations Manager and take on a challenging role that requires strong leadership and analytical skills. As a key member of the Finance Operations team, you will be responsible for ensuring the accuracy and reasonability of downstream data used in portfolio management, accounting, performance, risk, and compliance of publicly traded securities.

Key Responsibilities:
  • Oversee daily operations to ensure compliance with key financial controls and key operating controls.
  • Support team members in resolving complex issues impacting portfolio P&L, positioning, risk reporting, or financial reporting.
  • Develop and implement process changes that deliver greater value to stakeholders and the organization.
  • Recruit, train, and mentor team members to ensure they have the necessary skills and knowledge to perform their duties.
  • Collaborate with stakeholders to execute key projects, researching requirements, analyzing alternative solutions, and assessing impacts to operational risks and processes.
  • Measure and lead key relationships with Portfolio Managers, Risk, Tax, Legal, Financial Reporting, Prime Brokers/Custodians, FCMs, Counterparties, External Managers, and vendors.
  • Ensure adequate and timely responses to inquiries from partners.
  • Possess leadership skills to guide the efforts of the team to drive desired outcomes.
  • Possess change management skills to deliver initiatives that increase team efficiency and effectiveness.
Requirements:
  • Relevant university degree.
  • Professional designation CPA CA, CGA, CMA, or CFA preferred.
  • Knowledge of public markets and securities.
  • Ability to be a key driver in identifying and implementing change.
  • Excellent interpersonal skills.
  • Ability to work with Portfolio Managers and other internal partners and balance governance and service roles.
  • Extensive experience facilitating, coordinating, and consulting across teams with a successful track record of delivering initiatives and improvements.
  • Experience working with senior leadership in complex structures; ability to facilitate team-based decision-making processes.
  • Significant experience (6-8 years) within Middle Office, Product Control, or Investment Operations, preferably including at least 2 years in a team leadership capacity.
What We Offer:
  • Pay-for-performance environment that offers competitive salary and incentives.
  • Numerous opportunities for professional growth and development.
  • Comprehensive employer-paid benefits coverage.
  • Retirement income through a defined benefit pension plan.
  • The opportunity to invest back into the fund through our Deferred Incentive Program.
  • A flexible/hybrid work environment combining in-office collaboration and remote working.
  • Competitive time off.
  • Our Flexible Travel Program gives you the option to work abroad in another region/country for up to a month each year.
  • Employee discount programs including Edvantage and Perkopolis.
About Ontario Teachers':

At Ontario Teachers', diversity is one of our core strengths. We take pride in ensuring that the people we hire and the culture we create reflect and embrace diversity of thought, background, and experience. Through our Diversity, Equity, and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking, and mentoring. We are building an inclusive and equitable workplace where our talent is respected, accepted, and empowered to be themselves.

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