Manager, Portfolio Services
1 week ago
**Manager, Portfolio Services & Administration**
Find out more here about how you can unleash your full potential at DLL
**Day to Day**
- Lead, mentor, and motivate a team of approx. 22-25 employees (2 Team Leads and their direct reports), providing guidance, support, and feedback to foster professional growth and development.
- Develop and implement strategic plans, goals, and objectives for the department, aligning with the company's overall mission and vision.
- Monitor team performance and productivity, identifying areas for improvement and implementing effective solutions to optimize efficiency and effectiveness.
- Coordinate and prioritize projects, tasks, and deadlines, ensuring that deliverables are completed on time and within budget.
- Foster a positive culture of collaboration, innovation, empowerment and excellence within the team, promoting open communication, teamwork, and knowledge sharing.
- Serve as a liaison between the department and other internal stakeholders, such as senior management, cross-functional teams, and external partners.
- Monitor industry trends, market dynamics, and competitive landscape, staying informed about relevant developments and leveraging insights to drive continuous improvement.
- Ensure compliance with company policies, procedures, and regulatory requirements, maintaining a high standard of ethical conduct and professionalism at all times.
- Handle performance management activities, including goal setting, performance reviews, disciplinary actions, and recognition programs, in accordance with company guidelines.
- Provide any necessary training as required.
- Chair monthly Team meetings and Quarterly Department Meetings, attending management meetings as required.
- Communicate results, corporate initiatives, programs and policies to the team as required.
- Create a positive “Open Door” relationship with team members to ensure they are comfortable presenting any issues/concerns.
- Provide timely feedback on issues that have been addressed.
- Accountable for the team achieving daily, weekly, and monthly KPIs and SLAs.
- Ensure accurate and timely updates and paperwork request processing and escalations within 24hrs of all necessary data in DLL’s back-end system.
- Conduct any necessary or assigned daily, weekly, monthly and system audits, including the completion of findings.
- Back-up to other department manager and their team as needed.
- As part of the Portfolio Services & Administration department, the Manager may be called upon from time to time to complete other responsibilities to ensure effective workload for the entire team.
- Participate in department recruitment needs and cross-functional initiatives.
- Participate and lead in projects as assigned.
**All members enjoy**
- Two working days per year volunteering for a local charity
- Remote working from home opportunities
- Flexible hours
- Career development opportunities: online learning, member development programs, Tuition reimbursement program
- Outstanding Medical, Dental, Vision and Paramedical benefit programs
- Subsidized Gym membership programs
- Employee Referral program
- Open concept modern working environment
- Check this link to an overview of all benefits in your region.
**Essentials**
- Post-Secondary education a requirement.
- Strong leadership and/or people management skills.
- Be an active participant in a “hands-on” work environment.
- Excellent interpersonal, written, and verbal communication skills.
- Proven track record of achieving results in a fast-paced environment.
- Positive and stable attitude with proven ability to motivate staff.
- Experience a Finance or Operations function with leasing or financing industry experience an asset.
- Ability to manage multiple priorities within tight timeframes while maintaining ongoing attention to detail while meeting set deadlines.
- Must be self-directed, decisive and goal oriented.
- Comfortable working in an empowered work environment with established goals/expected results and limited step-by-step direction.
- Ability to embrace and champion change.
- Capable of driving growth capacity by continuously looking for better ways to improve processes.
- Excellent problem-solving skills along with logical thinking.
- Excellent planning & organizational skills.
- Proficient in MS - Word & Excel and Outlook.
- Work in a hybrid environment, with a minimum of 2 days in office per week expected
**Choose Wellbeing**
DLL’s wellbeing ambition is to educate, equip and empower members to build connections, manage their mental, emotional, physical and financial wellness and maintain balance between work and the other priorities that make up their lives.
Our four wellbeing categories are as follows:
- Connection - Build meaningful connections with other DLL members
- Health - Manage mental, emotional and physical health
- Finance - Provide learning opportunities to help members achieve personal financial health
- Lifestyle - Maintain balance betw
-
Agile Portfolio Manager
1 week ago
Burlington, Canada TransUnion Full timeTransUnion's Job Applicant Privacy Notice **What We'll Bring**: At TransUnion, we are dedicated to finding ways information can be used to help people make better and smarter decisions. As a trusted provider of global information solutions, our mission is to help people around the world access the opportunities that lead to a higher quality of life, by...
-
Portfolio Services Administrator
1 week ago
Burlington, Canada DLL Full time**Portfolio Services Administrator** As a Portfolio Services Administrator, you can expect to work collaboratively with a team of about 4 colleagues on General Ledger (GL) fund management and various reports. You will be ensuring that all lease and loan forms and/or documentation is accurately completed, updated when required, consistent with credit and...
-
Portfolio Manager
4 weeks ago
Burlington, Canada TIAA Full timePortfolio Manager – TIAA Private Asset Management The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for high net‑worth clients, overseeing investment portfolios and providing personalized advice. This role involves direct portfolio oversight, regular client engagement, and thoughtful implementation of...
-
Portfolio Manager
3 weeks ago
Burlington, Canada TIAA Full timePortfolio Manager – TIAA Private Asset Management The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for high net‑worth clients, overseeing investment portfolios and providing personalized advice. This role involves direct portfolio oversight, regular client engagement, and thoughtful implementation of...
-
Private Asset Portfolio Manager for UHNW Clients
3 weeks ago
Burlington, Canada TIAA Full timeA leading retirement solutions firm in Burlington is seeking an experienced Portfolio Manager to oversee investment portfolios for high net-worth clients. This role involves direct portfolio oversight, client engagement, and the implementation of asset-allocation strategies. The ideal candidate should have over 5 years of experience in wealth management and...
-
Private Asset Portfolio Manager for UHNW Clients
3 weeks ago
Burlington, Canada TIAA Full timeA leading retirement solutions firm in Burlington is seeking an experienced Portfolio Manager to oversee investment portfolios for high net-worth clients. This role involves direct portfolio oversight, client engagement, and the implementation of asset-allocation strategies. The ideal candidate should have over 5 years of experience in wealth management and...
-
Burlington, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** Manages and leads a hands-on diverse team within a centralized client fulfillment/servicing Centre who are responsible for administration of a leasing portfolio, operationalizing client care strategies, providing direction relative to the identification of process and efficiency improvements, problem resolution...
-
Portfolio Specialist, Non-note
1 week ago
Burlington, Canada DLL Full time**Portfolio Specialist, Non-Note** As a Portfolio Specialist, you can expect to work collaboratively with a team of about 4 colleagues on completing retail transactions system invoicing, vendor and manufacturer audits and reporting. You will be ensuring the accurate completion for reconciling GL entries, specialized invoicing and payments, and aging...
-
Associate Portfolio Manager/investment Analyst
2 weeks ago
Burlington, Canada Portland Investment Counsel Inc. Full time**Assist with the following functions**: - Screen for investment opportunities using quantitative and qualitative criteria. - Perform thorough bottom-up analysis of investment opportunities and keep current with investment holdings and prospective holdings’ related developments - Collect and analyze company data from a variety of sources (annual reports,...
-
Bilingual Lease Portfolio Specialist
2 weeks ago
Burlington, Canada RBC Full timeBilingual Lease Portfolio Specialist – RBC What is the opportunity? As a Bilingual Lease Portfolio Specialist, you will play a key role in mitigating client, reputational and operational risks related to credit and fulfilment processes for RBC Leasing services. Enhance client experience, support retention, and reduce revenue leakage by providing financial...