Manager, Portfolio Administration
2 days ago
About Doherty & AssociatesAbout the RoleReporting to the Head of Operations, this role involves managing complex tasks, resolving operational issues, and facilitating process improvements. We’re seeking a detail-oriented and proactive operations professional who thrives in a fast-paced environment, communicates effectively within a team, and consistently exceeds client expectations. Strong time management, attention to detail, and a deep understanding of internal systems are essential for success.Your ResponsibilitiesSenior member of Operations team at Doherty; deputy to Head of Operations with lead day-to-day responsibility for a number of Operational areas and project implementation initiatives at Doherty.Provide cover for Head of Operations when they are away on vacation, at conferences etc. Manage day-to-day operations related to reconciliation, settlements, pricing, corporate actions, estate administration and management fees.Oversee the production of client reports: Quarterly, Year-end, CRM2 and Tax Reporting.Serve as the first point of contact for back-office inquiries, providing expert guidance and timely issue resolutionLead onboarding and training of new operations and administrative hiresProvide guidance on best operational practices and system usageBack-up to members of Operations team and other tasks as assigned.Special Projects – Assist with the implementation of longer-term projects and analyses as directed by the Head of Operations, which may include high-priority requests from Compliance and/or Portfolio Management TeamsYour Qualifications5–7 years of progressive experience in Operations within wealth management or portfolio administration3 years of Project Management responsibilities in an Operational environmentCanadian Securities Course (CSC), CIM or equivalent certification requiredHandson experience or exposure to systems such as: Harmony, Pacer or similar operational/portfolio management platformsProficient in Microsoft Excel, Power BI, Tableau and other analytical/reporting toolsExcellent communication and problem-solving skillsAttention to detailAn ability to think strategically and consider downstream implications of process change or issues#INDS
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Manager, Portfolio Administration
1 week ago
Ottawa, Ontario, Canada AGF Management Full time $60,000 - $120,000 per yearAbout Doherty & AssociatesDoherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom portfolios tailored for private clients as well as foundations and institutions. Doherty works with individual clients in all aspects of their finances, building a plan that will help them achieve their unique goals....
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Manager, Portfolio Administration
1 week ago
Ottawa, Ontario, Canada AGF Investments Full time $80,000 - $120,000 per yearAbout Doherty & AssociatesDoherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom portfolios tailored for private clients as well as foundations and institutions. Doherty works with individual clients in all aspects of their finances, building a plan that will help them achieve their unique goals....
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Manager, Portfolio Administration
2 weeks ago
Ottawa, Canada AGF Management Limited Full timeManager, Portfolio Administration & Operations page is loaded## Manager, Portfolio Administration & Operationslocations: Ottawa, ONtime type: Full timeposted on: Posted 5 Days Agojob requisition id: R11232**About Doherty & Associates**Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom...
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Manager, Portfolio Administration
2 weeks ago
Ottawa, Canada AGF Management Limited Full timeManager, Portfolio Administration & Operations page is loaded## Manager, Portfolio Administration & Operationslocations: Ottawa, ONtime type: Full timeposted on: Posted 5 Days Agojob requisition id: R11232**About Doherty & Associates**Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom...
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Manager, Portfolio Administration
2 weeks ago
Ottawa, Canada AGF Management Limited Full timeManager, Portfolio Administration & Operations page is loaded## Manager, Portfolio Administration & Operationslocations: Ottawa, ONtime type: Full timeposted on: Posted 5 Days Agojob requisition id: R11232**About Doherty & Associates**Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom...
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Manager, Portfolio Administration
7 days ago
Ottawa, Canada AGF Management Limited Full timeManager, Portfolio Administration & Operations page is loaded## Manager, Portfolio Administration & Operationslocations: Ottawa, ONtime type: Full timeposted on: Posted 5 Days Agojob requisition id: R11232**About Doherty & Associates**Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom...
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Manager, Portfolio Administration
4 weeks ago
Ottawa, Canada AGF Investments Full timeAbout Doherty & Associates About the Role Reporting to the Head of Operations, this role involves managing complex tasks, resolving operational issues, and facilitating process improvements. We’re seeking a detail-oriented and proactive operations professional who thrives in a fast-paced environment, communicates effectively within a team, and consistently...
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Manager, Portfolio Administration
4 weeks ago
Ottawa, Canada AGF Investments Full timeAbout Doherty & Associates About the Role Reporting to the Head of Operations, this role involves managing complex tasks, resolving operational issues, and facilitating process improvements. We’re seeking a detail-oriented and proactive operations professional who thrives in a fast-paced environment, communicates effectively within a team, and consistently...
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Manager, Portfolio Administration
4 weeks ago
Ottawa, Canada AGF Investments Full timeAbout Doherty & Associates About the Role Reporting to the Head of Operations, this role involves managing complex tasks, resolving operational issues, and facilitating process improvements. We’re seeking a detail-oriented and proactive operations professional who thrives in a fast-paced environment, communicates effectively within a team, and consistently...
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Manager, Portfolio Administration
3 days ago
Ottawa, Canada AGF Management Limited Full timeAbout Doherty & Associates Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom portfolios tailored for private clients as well as foundations and institutions. Doherty works with individual clients in all aspects of their finances, building a plan that will help them achieve their unique goals....
