Senior Portfolio Operations
3 weeks ago
A leading private investment counsel firm in Ottawa is seeking a Manager for Portfolio Administration & Operations. This role involves managing complex tasks, resolving operational issues, and facilitating process improvements. Candidates should have 5-7 years in operations within wealth management and certifications like CSC or CIM. Strong communication, attention to detail, and proficiency in analytical tools are essential. The position offers a full-time opportunity in a supportive work environment.#J-18808-Ljbffr
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Manager, Portfolio Administration
3 weeks ago
Ottawa, Canada AGF Investments Full time4 days ago • Be among the first 25 applicants. About 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...
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Manager, Portfolio Administration
3 weeks ago
Ottawa, Canada AGF Investments Full time4 days ago • Be among the first 25 applicants. About 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...
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Manager, Portfolio Administration
3 weeks ago
Ottawa, Canada AGF Investments Full time4 days ago • Be among the first 25 applicants. About 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...
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Manager, Portfolio Administration
1 week 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....
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Manager, Portfolio Administration
3 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
3 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
3 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
1 week ago
Ottawa, Canada AGF Investments Full timeAbout 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...
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Portfolio Resource Coordinator
2 weeks ago
Ottawa, Canada Paladin Security Full timePortfolio Resource Coordinator - Ottawa Under the direction of the Client Service Manager, this critical position is responsible for resource coordination and strategic scheduling, specific to the Client Service Manager (CSM) portfolio. This position will work closely with Paladin’s CSMs to proactively address resource needs, fill open shifts, and reduce...