Senior Portfolio Manager

1 month ago


Vancouver, British Columbia, Canada CB Canada Full time
Senior Portfolio Manager

CB Canada is seeking a seasoned Senior Portfolio Manager to lead our team in Downtown Vancouver. As a key member of our financial operations team, you will be responsible for driving business growth, improving processes, and mentoring junior team members.

Key Responsibilities:
  • Lead a large team across two locations, overseeing day-to-day operations
  • Identify areas for improvement, coach, mentor, and lead more junior team members
  • Client invoicing, assets management, corporate and client cash flow processing
  • Analyze current processes and redesign for efficiency
  • Reconcile portfolio accounting records with custodian's records
  • Data management and reporting
Requirements:
  • At least five years of direct management experience in back office and administration
  • Bachelor's Degree in Business, Finance, Accounting, or Economics
  • Financial Services industry experience
What We Offer:

Join a top financial organization with a collaborative team environment, real potential for growth, and a hybrid role with sought-after benefits, including bonus and pension plan.

CB Canada is a leading financial services company that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary, and permanent placement solutions for finance and accounting, technology, marketing, and administrative roles.



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