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Portfolio analyst Jobs in East York, ON

Last updated: 2 days ago
  • Promoted
Analyst, Portfolio Operations (12 month contract)

Analyst, Portfolio Operations (12 month contract)

Ontario Teachers' Pension PlanToronto, ON, Canada
Analyst, Portfolio Operations (12-Month Contract).This position provides support to Investment Finance units including, but not limited to Investment Operations, Performance & Risk Analytics, and C...Show moreLast updated: 9 days ago
National Portfolio Manager

National Portfolio Manager

Southern Glazer's Wine & SpiritsToronto, Ontario, Canada
Full-time
Quick Apply
National Portfolio Manager (Greater Toronto Area).Open your future to incredible career potential.Work for an industry leader who invests in their people. Southern Glazer’s Wine & Spirits is Nor...Show moreLast updated: 30+ days ago
  • Promoted
Director, Portfolio Management

Director, Portfolio Management

Definity Financial CorporationOld Toronto, ON, Canada
CA$97,000.00–CA$178,800.00 yearly
What can you expect in this role?.The Director, PI Portfolio Management will play a fundamental role within the Personal Insurance Portfolio Management team to ensure that Economical, as a public c...Show moreLast updated: 13 days ago
Portfolio Manager

Portfolio Manager

NBCToronto, Ontario
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Advisory services, Commercial banking.A career in the Specialized Groups of the Commercial & Private management sector is an opportunity to work with the best players in the sectors of Technolo...Show moreLast updated: 30+ days ago
Coordinator, Loan Portfolio (Contract)

Coordinator, Loan Portfolio (Contract)

FuturpreneurToronto, ON, CA
Quick Apply
Futurpreneur is a national non-profit organization that empowers young, diverse entrepreneurs, ages 18-39 to start, buy or grow their businesses in Canada, by providing loans with mentorship and re...Show moreLast updated: 16 days ago
Analyst, Portfolio Management

Analyst, Portfolio Management

La Salle UniversityToronto, ON
CA$125,000.00 yearly
Full-time
LaSalle Investment Management (“LaSalle”) is a global real estate investment manager with $89 billion of private and public real estate assets under management and over 900 people in 13 countries.O...Show moreLast updated: 30+ days ago
  • Promoted
Portfolio Manager

Portfolio Manager

Staffing In MotionCentral Toronto (North Toronto West), ON, ca
We are seeking an Associate Portfolio Manager or Portfolio Manager to complement our team.As a small firm, we place great emphasis on finding a candidate whose personality aligns with our values an...Show moreLast updated: 13 days ago
Portfolio Manager

Portfolio Manager

BMOToronto, Ontario, Canada
CA$54,500.00–CA$101,500.00 yearly
Part-time
Achieves sales and other targets established by business plans.Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescrib...Show moreLast updated: 2 days ago
Portfolio Analyst – Pension Investments

Portfolio Analyst – Pension Investments

0000050007 Royal Bank of CanadaTORONTO, Ontario, Canada
CA$70,000.00–CA$85,000.00 yearly
Full-time
The Portfolio Analyst - Pension Investments will support the Portfolio Managers in the overall operations of the RBC’s Canadian Defined Benefit and Defined Contribution pension plans, primarily in ...Show moreLast updated: 30+ days ago
  • Promoted
Senior Portfolio Analyst, Equity Income Team (Consumer)

Senior Portfolio Analyst, Equity Income Team (Consumer)

ScotiabankToronto, ON, Canada
Full-time
Title : Senior Portfolio Analyst, Equity Income Team (Consumer).Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture. Canada’s largest asset managers,...Show moreLast updated: 7 days ago
Portfolio Associate

Portfolio Associate

ProcomToronto, ON, CA
CA$100,000.00–CA$200,000.00 yearly
BMO is currently sourcing for a Portfolio Associate position on a standard contract length, typically 6-12 months.The Portfolio Associate will support the Portfolio Management Group (PMG) at BMO Pr...Show moreLast updated: 30+ days ago
Portfolio Manager

Portfolio Manager

ParalucentToronto, ON, CA
We are seeking a Portfolio Manager for our client in the consulting sector.Portfolio Manager will be responsible for supporting specific portfolios in partnership with Business Relationship Manager...Show moreLast updated: 30+ days ago
  • Promoted
Portfolio Engagement Manager

Portfolio Engagement Manager

Autodesk FoundationToronto, ON, Canada
Full-time
This is a contract position with the opportunity for a full-time offer.Hybrid and remote work option available.The Autodesk Foundation’s mission is to support innovative solutions to the world’s mo...Show moreLast updated: 12 days ago
Senior Analyst, Portfolio Management, Risk and Insurance

Senior Analyst, Portfolio Management, Risk and Insurance

Brookfield Asset ManagementToronto, Ontario
CA$90.00–CA$100.00 hourly
Full-time
Senior Analyst, Portfolio Management, Risk and Insurance.Reporting to the Director, Portfolio Management, the Senior Analyst under the Portfolio Management, Risk and Insurance team will work with t...Show moreLast updated: 30+ days ago
Portfolio Associate

Portfolio Associate

International Financial GroupToronto, Ontario
CA$33.00 hourly
Our client, a financial institution, is looking to hire a Portfolio Associate, Private Wealth, on a 6-month contract.This position is hybrid, 2 days in office, including Wednesdays.Utilizing custom...Show moreLast updated: 30+ days ago
  • Promoted
Portfolio Administrator

Portfolio Administrator

Milestone Investment Counsel IncToronto, ON, Canada
Full-time
We are a boutique investment counselling firm located in downtown Toronto, owned and managed by three partners who are committed to providing highly-personalized wealth management services to our g...Show moreLast updated: 16 days ago
Senior Portfolio Analyst

Senior Portfolio Analyst

Mackenzie InvestmentsToronto, ON, CA
CA$30.00–CA$55.00 hourly
Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and inv...Show moreLast updated: 30+ days ago
  • Promoted
Analyst Portfolio Strategy Private Equity

Analyst Portfolio Strategy Private Equity

CPP InvestmentsToronto, Ontario, Canada
The Portfolio Strategy Group is part of the Private Equity (PE) department at CPP Investments.PE manages $140 billion of net assets and is responsible for the firms private equity investments globa...Show moreLast updated: 20 days ago
Manager, PCO & Portfolio Analyst

Manager, PCO & Portfolio Analyst

Intact Financial CorporationToronto, Ontario, CAN
CA$90,000.00 yearly
Full-time
Our employees are at the heart of what we do best : helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you’re bringing this purpose to...Show moreLast updated: 30+ days ago
  • Promoted
Portfolio Administrator

Portfolio Administrator

Beutel, Goodman & Company Ltd.Toronto, ON, Canada
Full-time
The Portfolio Administrator is responsible for the recordkeeping of institutional accounts and processing Fund trades.They will interact with clients, auditors, custodians, and multiple stakeholder...Show moreLast updated: 16 days ago
Analyst, Portfolio Operations (12 month contract)

Analyst, Portfolio Operations (12 month contract)

Ontario Teachers' Pension PlanToronto, ON, Canada
9 days ago
Job description

Analyst, Portfolio Operations (12-Month Contract)

The Opportunity

This position provides support to Investment Finance units including, but not limited to Investment Operations, Performance & Risk Analytics, and Compliance.

The successful candidate requires an in-depth background in Finance Operations processes and a high level of knowledge of derivatives products.

This role supports the direct operation of the unit. It also participates in the production support and change management of various straight through processing and order management systems. Other duties include investigating breaks, troubleshooting, ad hoc projects and other duties as required. From time to time this role could assume review responsibilities of other staff members' work.

This individual will collaborate with members of Investment Technology and Investments as well as external clients, service providers, consultants and vendors in the delivery of business as usual and projects, to meet the Plan's changing requirements.

Critical duties must be carried out and completed same day. This position carries a high degree of responsibility as the dollar value of transactions is significant and errors can result in large losses for the fund which may not be recoverable.

Who you'll work with

This position reports to the Manager, Public Securities Operations.

What you'll do

Execute daily work within Finance Operations unit : (40%)

  • Complete individual / team’s critical priorities for the day including trade confirmation, settlement, valuation and reconciliation of Derivatives products.
  • Participate in the production support of various processes and systems.
  • Co-ordinate work to meet deadlines.
  • Identify, analyze, respond to and resolve issues and problems.
  • Demonstrate "Expert User" status in understanding department’s processes and systems.
  • Determine and carry out appropriate solutions.
  • Provide assistance to the team on complex issues.
  • Share knowledge with other team members.
  • Occasionally review daily work of the team.
  • Back up team members during absences.
  • Ensure up to date documentation.

Verify information and uphold internal controls : (20%)

  • Ensure internal control standards (a.k.a KOC and KFC) are being met.
  • Ensure completeness and accuracy of information.
  • Check and reconcile information to ensure accuracy.
  • Follow up on and resolve discrepancies.
  • Occasionally review files and information prepared by others.
  • Ensure up to date documentation.
  • Key contributor to projects for the unit under the guidance of the Manager : (10%)

  • Carry out key tasks of the projects.
  • Liaise with other teams (IT, Investments etc) as needed for projects.
  • Direct activities and tasks related to system upgrades, new releases, and bug fixes.
  • Contribute to identification and carrying out improvements for the unit, including assisting Manager to research, identify and document new markets, products, processes or systems : (10%)

  • Assist in development / implementation of new processes / systems.
  • Collaborate on recommendations for process changes and improvements.
  • Test new modules and / or functionality to ensure it meets department requirements.
  • Direct initiatives to create efficiencies and effective day to day processes.
  • Own components of change management or process improvements.
  • Develop and implement tests plans.
  • Ensure up to date documentation.
  • Produce reports : (5%)

  • Generate standard reports.
  • Analyze requests for non-standard reports.
  • Design and deliver reports.
  • Service internal and external clients : (5%)

  • Provide information and services to internal and external clients.
  • Respond to inquiries and requests from internal and external clients.
  • Deal with internal and external clients in a professional and timely manner.
  • Participate in development of new requirements or processes requested by clients.
  • Deal with internal and external suppliers : (5%)

  • Collaborate with Technology, Investments, service providers, consultants and / or vendors in the delivery of solutions.
  • Manage relationships to ensure high quality service by suppliers.
  • Request / provide information as needed to established suppliers.
  • Represent OTPP in a professional manner.
  • Other (5%)

  • Contribute to completeness and quality of team training.
  • Maximize the use of technology in all work processes.
  • Provide constructive ideas relative to Plan's operations.
  • Maintain knowledge of issues affecting Plan's operations.
  • Other duties as requested.
  • What you'll need

  • Relevant university degree (such as Accounting, Finance, Economics, Mathematics, Computer Science) or equivalent relevant experience with Finance Operations processes.
  • Requires an individual with in-depth experience in Finance Operations processes (1-2 years or more).
  • Requires an individual with relative experience in asset servicing, valuations and investment accounting for Capital Markets instruments, including Derivatives.
  • Experience investigating and explaining PnL.
  • Experience working directly with Portfolio Managers.
  • Proficient knowledge and experience working with SCD.
  • Excellent analytical skills and the ability to think through problems, assess a variety of factors and recommend a solution.
  • Excellent quantitative and computer skills (Excel, VBA, Python and SQL), including an understanding of database concepts.
  • Good background skills and knowledge of accounting and reconciliation processes.
  • Must be able to work to deadlines, adapt to a rapidly changing environment and sustain high productivity levels.
  • Must be extremely detail oriented, organized and thorough.
  • Self-starter, confident, innovative, team player.
  • Good interpersonal and communication skills.
  • Must be able to effectively deal with internal and external clients and suppliers.
  • Ability to work with minimum supervision.
  • Enrollment in the CFA, CGA or CMA program an asset.
  • What we’re offering

  • Competitive compensation.
  • Numerous opportunities for professional growth and development.
  • A flexible / hybrid work environment combining in-office collaboration and remote working.
  • Our Flexible Travel Program gives you the option to work abroad in another region / country for up to a month each year.
  • Employee discount programs including Edvantage and Perkopolis.
  • At Ontario Teachers', diversity is one of our core strengths. We take pride in ensuring that the people we hire and the culture we create, reflect and embrace diversity of thought, background and experience. Through our Diversity, Equity and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking & mentoring. We are building an inclusive and equitable workplace where our talent is respected, accepted, and empowered to be themselves.

    How to apply

    Are you ready to pursue new challenges and take your career to the next level? Apply today! You may be invited to complete a pre-recorded digital interview as part of your application.

    Accommodations are available upon request for candidates with a disability taking part in the recruitment process and once hired.

    Candidates must be legally entitled to work in the country where this role is located.

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    Functional Areas : Finance

    Requisition ID : 6239

    J-18808-Ljbffr