Portfolio Manager Operations Specialist
6 days ago
We foster a culture that encourages collaboration and innovation. Our employees are encouraged to grow, forge powerful relationships, contribute, and fuel inspired investment launchpads.
Role OverviewWe're seeking an experienced Portfolio Manager Operations Specialist to support our Natural Resources asset class. The successful candidate will be responsible for portfolio reporting and data management, ensuring seamless support for our asset management team.
About the RoleThe Portfolio Manager Operations Specialist will:
- Reporting: Recommend and implement improvements to increase accuracy, efficiency, and productivity of reporting by leveraging various IT applications (iLevel, efront, GPS, GPF, Data Warehouse)
- Create reporting models and dashboards to facilitate consistent portfolio reporting and meet investment team requirements
- Design and analyze quality portfolio management and asset management reports (performance, deployment, commitment, forecasting)
- Assist in data validation and migration for system implementations
- Compile investment data for ad hoc requests from the Investment team and Business Groups
To succeed in this role, you'll need:
- Bachelor's degree in finance, accounting, computer science, or equivalent
- A minimum of five (5) years of relevant experience
- Highly proficient in Office Suite, especially Excel and Power Query
- Knowledge of iLevel and efront, an asset
- Advanced knowledge of any programming language (SQL, Python, etc.), an asset
- Previous experience in finance and investments
- Strong attention to detail
- Ability to navigate in a fast-paced environment with a high level of autonomy
- Highly organized and multitasking skills
- Good communications skills in English and French (or willingness to learn)
We offer a competitive salary range of $120,000 - $180,000 per year, depending on experience. In addition, you'll receive:
- Comprehensive group insurance plans
- Competitive pension plans
- Unlimited access to virtual healthcare services and wellness programs
- Gender-inclusive paid family leave policy: up to 26 weeks for primary caregivers, 5 weeks for secondary caregivers
- Vacation days available on day one, with additional days on milestone service anniversaries, and summer Friday afternoons off
- A hybrid work model with a mix of in-office and remote days
We invest in our employees' career development, providing opportunities for growth and professional advancement.
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