Strategic Portfolio Manager, Investment Operations Lead

1 week ago


Old Toronto, Canada State Street Full time
About the Role:
We are seeking a seasoned Strategic Portfolio Manager to lead our investment operations team. As a key member of our organization, you will be responsible for managing our portfolio of investments and overseeing daily operations. Your expertise in financial markets and instruments will be crucial in ensuring fair value is adhered to.

In this role, you will:
  • Manage SecVal Canada in all aspects of valuations, including ABOR, IBOR, Custody, Asset Owners, and regulatory reporting support.
  • Collaborate with the team to conduct periodic business reviews, identifying and mitigating associated risks.
  • Communicate effectively about team, department, and division goals and mission.
  • Exercise self-direction and creativity in overcoming obstacles.
  • Develop solutions without waiting for direction or leadership.
  • Build strong interpersonal relationships, resolving difficult situations with minimal guidance.
  • Sustain diversity by encouraging diverse recruitment and retention, and educating employees on the benefits of a diverse workforce.
  • Report to senior management within Securities Valuation and participate in executive meetings.
  • Establish clear lines of reporting, authority levels, objectives, and progress reviews for staff.
  • Implement systems of control, delegation limits, and escalation procedures to ensure compliance with internal policies and external regulations.
  • Produce and review management information at regular intervals.
  • Oversee individual contributors, supervisors, and outsourced functions in a section or department, with accountability for results in terms of costs, strategies, and employees.
  • Monitor projects to ensure completion on schedule and within budget.
  • Establish a risk culture within the business and ensure business line accountability for risk management.


Requirements:
To succeed in this role, you will need:
  • A Bachelor's degree in Finance or a related field, or equivalent work experience.
  • 8-10 years of experience in a related field, including previous experience managing staff.
  • Proficiency in Excel, Access, and Macros.
  • An understanding of financial instruments and capital markets.


Compensation:
We offer a competitive salary range of $120,000 - $180,000 per annum, depending on your experience.

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