Portfolio Management Operations Lead

1 day ago


Toronto, Ontario, Canada OMERS Full time

We are a purpose-driven, dynamic and sustainable pension plan with teams in Toronto to London, New York, Singapore, Sydney and other major cities across North America and Europe.

As one of Canada's largest defined benefit pension plans, our people-first culture is at its best when our workforce reflects the communities we live and work – and the members we proudly serve.

We embody the values of our 600,000+ members, placing their best interests at the heart of everything we do.

About This Role

The Lead, Total Portfolio Management Business Operations will lead delivery of multiple initiatives across Capital Market and Total Portfolio Management teams. This role requires coordinating and connecting multiple departments in OMERS such as Data & Technology, Back and Middle Office, and Portfolio Analytics for optimal impact to Capital Markets and Total Portfolio Management stakeholders.

Main Responsibilities:

  • Leads delivery of initiatives and projects by working closely with Business Units (Capital Markets and TPM), D&T (platform and engineering and operations teams), CMF (data teams, investment operations), and external vendors.
  • Proactively manages stakeholder relationships to achieve optimal business outcomes.
  • Establishes effective project structure and governance with clear roles and responsibilities.
  • Manages interdependencies across teams and deliverables and proactively identifies risks and issues.
  • Facilitates meetings to seek and incorporate diverse perspectives to enhance decisions and recommendations.
  • Communicates with sponsors, project and business leads, and stakeholder teams to ensure alignment on status, risks and issues.
  • Works closely with partners across Capital Markets and OMERS.
  • Upholds strong ethical values and high integrity.

Requirements:

  • Minimum 5 years' experience in leading delivery of strategic initiatives/projects in financial institutions.
  • Proven ability to work through ambiguity and effective communication with internal and external stakeholders.
  • Excellent organizational skills. Good understanding of diverse businesses and strategy development.
  • Experience in project management discipline.
  • Strategic and innovative thinking to drive value for business partners.
  • Good knowledge of Capital Markets businesses and investment life cycle process.
  • A people-first focus with a desire to develop meaningful, positive relationships across all levels of the organization.
  • A teammate mentality coupled with servant leadership.
  • A sense of urgency, optimism, and a desire to deliver excellence.
  • A desire to drive debate, to speak candidly and to listen empathetically.
  • Strong orientation towards strategy and change.
  • Motivation with an ability to drive results.
  • A passion for delivering 'beautiful work'.

Salary Range: $120,000 - $180,000 per annum

With a competitive salary range of $120,000 - $180,000 per annum, this role offers an excellent opportunity for professional growth and development in a dynamic and inclusive work environment.



  • Toronto, Ontario, Canada Brookfield Asset Management, Inc. Full time

    Join Brookfield Renewable and TransitionBrookfield Renewable and Transition operates one of the world's largest publicly traded platforms for renewable power and decarbonization solutions. Our diversified portfolio consists of hydroelectric, wind, and solar power.About the RoleWe are seeking a skilled Portfolio Management Executive to lead our risk and...


  • Toronto, Ontario, Canada Brookfield Asset Management, Inc. Full time

    Join Brookfield Renewable and TransitionWe are a leading platform for renewable power and decarbonization solutions, operating one of the world's largest publicly traded platforms. Our diversified portfolio consists of hydroelectric, wind, and solar power.About the RoleWe are seeking a skilled Portfolio Management, Risk and Insurance Manager to join our...


  • Toronto, Ontario, Canada Brookfield Asset Management, Inc. Full time

    Join Brookfield Renewable and TransitionWe are a leading platform for renewable power and decarbonization solutions, operating one of the world's largest publicly traded platforms. Our diversified portfolio consists of hydroelectric, wind, and solar power.About the RoleWe are seeking a skilled Portfolio Management, Risk and Insurance Manager to join our...


  • Toronto, Ontario, Canada Brookfield Asset Management Full time

    Job DescriptionSenior Analyst, Portfolio Management, Risk and InsuranceAbout the RoleAt Brookfield Asset Management, we seek a highly skilled Senior Analyst to join our Portfolio Management, Risk and Insurance team. As a key member of our team, you will work closely with our North American operating businesses to identify, assess, and mitigate key business...


  • Toronto, Ontario, Canada Brookfield Asset Management, Inc. Full time

    Join Brookfield Asset Management, Inc.Brookfield Asset Management, Inc. is a leading global asset manager with a diverse portfolio of investments. Our team is responsible for managing and overseeing these investments, ensuring they align with our company's strategic goals.Key Responsibilities:Renewable Power & Transition: We operate one of the world's...


  • Toronto, Ontario, Canada Brookfield Asset Management, Inc. Full time

    Join Brookfield Asset Management, Inc.Brookfield Asset Management, Inc. is a leading global asset manager with a diverse portfolio of investments. Our team is responsible for managing and overseeing these investments, ensuring they align with our company's strategic goals.Key Responsibilities:Renewable Power & Transition: We operate one of the world's...


  • Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 206828Join a purpose-driven team, committed to delivering results in an inclusive and high-performing culture.Reporting to the Director, Portfolio Management & Analytics, the Manager will be responsible for leading the portfolio management function, driving strategic growth, and optimizing performance.Key Responsibilities:Develop and...


  • Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 206828Join a purpose-driven team, committed to delivering results in an inclusive and high-performing culture.Reporting to the Director, Portfolio Management & Analytics, the Manager will be responsible for leading the portfolio management function, driving strategic growth, and optimizing performance.Key Responsibilities:Develop and...


  • Toronto, Ontario, Canada Ontario Teachers' Full time

    Job Title: Portfolio Operations ManagerOntario Teachers' is seeking a highly skilled Portfolio Operations Manager to join our team. As a key member of our Finance Operations department, you will be responsible for leading a team of professionals in delivering asset servicing, investment accounting, pricing, portfolio control activities, and supporting...


  • Toronto, Ontario, Canada Ontario Teachers' Full time

    Job Title: Portfolio Operations ManagerJoin 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,...


  • Toronto, Ontario, Canada Ontario Teachers' Full time

    Job Title: Portfolio Operations ManagerJoin 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,...


  • Toronto, Ontario, Canada Alliance REIT Management Corp. Full time

    Investment Portfolio ManagerAt Alliance REIT Management Corp., we are seeking a skilled Investment Portfolio Manager to join our team. As an Investment Portfolio Manager, you will be responsible for collecting and analyzing financial and investment information about companies, stocks, bonds, and other investments. You will examine and analyze financial and...


  • Toronto, Ontario, Canada Scor Full time

    Job DescriptionThe Portfolio Manager Operations oversees the administration of insurance and/or reinsurance accounts and contracts, ensuring seamless contractual data management, accurate account bookings, efficient claims handling, and effective cash flow management.Key ResponsibilitiesEstablish and maintain contractual data for insurance and/or reinsurance...


  • Toronto, Ontario, Canada Scor Full time

    Job DescriptionThe Portfolio Manager Operations oversees the administration of insurance and/or reinsurance accounts and contracts, ensuring seamless contractual data management, accurate account bookings, efficient claims handling, and effective cash flow management.Key ResponsibilitiesEstablish and maintain contractual data for insurance and/or reinsurance...


  • Toronto, Ontario, Canada Scotiabank Full time

    Senior Manager, RESL Portfolio ManagementReporting to the Director, Portfolio Management & Analytics, the Senior Manager will lead the Portfolio Management team to drive results in an inclusive and high-performing culture. This role is critical to the success of the business, and the right candidate will be a key player in shaping the future of the...


  • Toronto, Ontario, Canada Scotiabank Full time

    About ScotiabankScotiabank is a leading bank in the Americas, guided by its purpose: 'for every future'. We help our customers, their families, and communities achieve success through a range of advice, products, and services.A Career at ScotiabankWe value unique skills and experiences. Our inclusive and accessible environment ensures everyone has an...


  • Toronto, Ontario, Canada Paralucent Full time

    We are seeking a Strategic Portfolio Lead at Paralucent in the consulting sector.The ideal candidate will be responsible for supporting specific portfolios in partnership with Business Relationship Managers, elevating the team from "status and data reporting" to delivering "insights and direction" that drives change in the way the firm operates across...


  • Toronto, Ontario, Canada Alliance REIT Management Corp. Full time

    We are seeking a skilled Investment Portfolio Manager to join our team at Alliance REIT Management Corp. The successful candidate will be responsible for collecting and analyzing financial information about companies, stocks, bonds, and other investments.The ideal candidate will have a strong educational background, with a college diploma or equivalent, and...


  • Toronto, Ontario, Canada Brookfield Asset Management Full time

    **Job Summary**Brookfield Asset Management is seeking a highly skilled Senior Portfolio Analyst to join our Portfolio Management, Risk and Insurance team. As a key member of our team, you will work closely with our North American operating businesses to assess, understand, and mitigate key business risks.**Key Responsibilities**Support in due diligence...


  • Toronto, Ontario, Canada Brookfield Asset Management Full time

    **Job Summary**Brookfield Asset Management is seeking a highly skilled Senior Portfolio Analyst to join our Portfolio Management, Risk and Insurance team. As a key member of our team, you will work closely with our North American operating businesses to assess, understand, and mitigate key business risks.**Key Responsibilities**Support in due diligence...