Portfolio Manager
3 days ago
Company Description
**Description de l'entreprise**
ADGA fournit une vision stratégique, une technologie de classe mondiale et un service d'excellence dans le domaine de la défense, de la sécurité et de l'informatique d'entreprise à des clients du gouvernement fédéral, d'autres niveaux de gouvernement et du secteur privé. Dans un monde dominé par la convergence, ADGA fournit l'expertise et l'innovation dont les organisations ont besoin pour rester sûres, efficaces et productives. Cela repose sur un bilan exceptionnel construit depuis 1967, en protégeant certains des actifs les plus critiques du Canada. Basée à Ottawa, avec des bureaux dans tout le Canada, ADGA est une société privée canadienne qui emploie plus de 800 employés, consultants techniques et experts en la matière.
**Job Description**:
ADGA’s Portfolio Managers are assigned to develop and maintain sound relationships with an assigned client base. He/She works with customers on an on-going basis to understand their business, identify on-going improvements, and recommend existing or customized solutions. Portfolio Managers carry responsibilities for the overall management and growth of ADGA’s contracts within the assigned client accounts, leadership and management of those ADGA resources assigned to the respective portfolio, and financial management of the portfolio of services. Portfolio managers are also responsible to support the strategic growth of ADGA’s service offerings.
- Account Management
- Fosters a strong relationship with his/her assigned clients and ensure a Primary Point of Contact is appointed for the client’s needs within ADGA.
- Either act as the key contact with individual customers or appoint a senior resource to do so on behalf of the portfolio.
- Ensure that overall management of assigned projects and programs within the portfolio and that any issues with regards to Scope, Quality, Delivery, Schedule, Resources and Cost are consistently reviewed and status understood; solid customer relationship and customer satisfaction is a prime objective.
- Engage key client executives and stakeholders in the review of project performance to ensure contract compliance and to identify conflicts or Conducts periodic reviews, frequent outreach and maintains ongoing communication with clients to ensure client satisfaction and retention.
- Responds to client requests and concerns in a timely and professional manner and delegates to internal resources as necessary to manage solutions.
- Responsible for the implementation of projects, which includes the delivery of products, services, and data deliverables such as technical reports or analysis.
- Resource Management
- Responsible to maintain and update CRM/PSA (Salesforce) for assigned accounts and assignments.
- Manages performance related matters, and ensures incidents are documented and relayed to the appropriate personnel, including but not limited to Talent Management.
- Ensures all mandatory training has been completed by his/her staff. Ensures the continued development of staff within the program in order to sustain and develop its growth and meet emerging trends
- Manages and leads all resources assigned to his/her assigned contracts including employees, independent consultants and subcontractors
- Manages the Task Authorization process for new tasks under existing assigned contracts, including the staffing and administrative processes.
- Acts as lead for setup, coordination and onboarding of new resources recruited for his/her assigned contracts
- Proactively identifies resources that are concluding their work on a contract to enable early transition planning.
- Financial Management
- Oversees and monitors ADGA budgets for the assigned program.
- Communicates financial or project related variances in relation to the SOW.
- Forecasts potential financial issues and assist with resolution opportunities.
- Responsible to maintain the Salesforce Price repository for assigned accounts and projects.
- Reviews Scope, Quality, Delivery, Schedule, Resources and Cost for assigned Contracts, and associated Amendments and Task Authorizations and forward to the Contracts department for Commercial review, approval and signature.
- Prepares Purchase Requisitions, as required, to support assigned projects and forward approval to the Contracts department to generate a Purchase Order.
- Responsible to manage all project costs and monitor performance against approved project budgets. This includes, but is not limited to, the approval of timesheet submissions of employees, consultants and subcontractors; resource expense claims; the provision of invoicing instructions; material purchases for assigned projects; and, as required, costs associated with the rental or lease of equipment or facilities.
- Other Duties
- Provide input and insight into corporate initiatives to assist the Executive team in making sound business decisions.
- Work with Account Executives by identifying busines
-
Portfolio Manager
1 day ago
Ottawa, Canada Richardson Wealth Full timePosition OverviewWe are seeking an individual to join our team in the Ottawa office. As an Assistant the incumbent will contribute to growing the business by providing support to the Portfolio Manager(s), ensuring high-level client service, and effective functioning of the team through administration-related tasks. - Duties & Responsibilities- Portfolio...
-
Portfolio Manager
2 weeks ago
Ottawa, Canada Serco North America Full timePosition Description: **SUMMARY/PURPOSE**: - The Portfolio Manager is accountable for all services on the account including safety and security-related matters, client relationship management, risk management, supports governance and execution of service delivery performance measurement processes, manages customer relationship and performance, liaises with...
-
Product Portfolio Manager
1 week ago
Ottawa, Canada BWX Technologies Full timeBWXT Medical Ltd. is a trusted source for the development and manufacture of nuclear medicine for biotechnology, life sciences, pharmaceutical companies and academia partners. Headquartered in Kanata, Ontario, BWXT Medical Ltd. employs over 300 highly-skilled people in Kanata and Vancouver, British Columbia. BWXT Medical Ltd. is hiring a **Product Portfolio...
-
Director, Investments, Portfolio Management
1 week ago
Ottawa, Canada CMHC Full time**Job Requisition ID**: 9926 **Position Status**: Permanent Full Time **Position Type**:Hybrid with mandatory weekly presence **Office Location**:Ottawa (ON); Calgary (AB); Halifax (NS); Montreal (QC); Toronto (ON); Vancouver (BC) **Travel Requirement**: Limited **Language Designation**: Bilingual **Language Skill Levels (Read/Write/Speak)**:...
-
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....
-
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....
-
Wealth Management – Associate Portfolio Manager
2 weeks ago
Ottawa, Canada Stonewood Group Inc. Full timeClient is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals. The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management. The organization is made up of a team of highly specialized...
-
Ottawa, Canada Stonewood Group Inc. Full timeClient is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals. The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management. The organization is made up of a team of highly specialized...
-
Ottawa, Canada Stonewood Group Inc. Full timeClient is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals. The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management. The organization is made up of a team of highly specialized...
-
Portfolio Manager
4 weeks ago
Ottawa, Canada GHD Full timeJoin GHD as a Portfolio Manager - Canadian Federal Sector. The Portfolio Manager is responsible for managing the day-to-day operations of a portfolio of projects, ensuring they are executed effectively and efficiently to meet organizational goals.This role involves collaborating with Project Managers, stakeholders, and senior leadership to ensure that...