Portfolio analyst Jobs in North Vancouver, BC
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Portfolio analyst • north vancouver bc
Last updated: 3 hours ago
Leith Wheeler Investment Counsel Ltd.Vancouver with offices in Calgary and Toronto.We manage over $30 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clien...Show moreLast updated: 21 days ago
The Manager of Portfolio Planning reports into the Enterprise Portfolio Management Office (EPMO) and is responsible for supporting the planning and management of the organization’s portfolio of pro...Show moreLast updated: 30+ days ago
Manager, Portfolio and Building Services.Located on the traditional, ancestral and unceded lands of the xʷməθkʷəy̓əm (Musqueam), Sḵwx̱wú7mesh (Squamish), and səlilwətaɬ (Tsleil-Waututh) Peoples, Va...Show moreLast updated: 6 days ago
Portfolio Operations at Allied.Portfolio Operations at Allied integrates asset management and property management into one function, creating owners responsible for both the financial and operation...Show moreLast updated: 30+ days ago
TheMinerals and Metals (M&M) Divisionof AtkinsRéalis is currently seeking aPortfolio Director Geotechnical Environment and Waterfor western Canada.
Leveraging your leadership experience and mark...Show moreLast updated: 26 days ago
Property Portfolio Manager (PPM) is responsible for the management and control of property management and tenant support services for all directly managed social housing, group homes and market‑hou...Show moreLast updated: 30+ days ago
A leading financial services firm in Vancouver seeks a Portfolio Administrator to provide back-office support for trade processing.
This entry-level role requires strong attention to detail and anal...Show moreLast updated: 11 days ago
Recognized as the 2019 and 2022 Canadian Automotive Dealers Association (CADA) Laureate Award Winner for Business Innovation and one of Canada’s Best Employers for Recent Graduates for 2024,....Show moreLast updated: 30+ days ago)
Senior Portfolio Compliance Analyst.Connor, Clark & Lunn Financial Group (CC&L).Interested in joining one of Canada’s top performing asset managers? We are looking for a.
Senior Portfolio Compliance...Show moreLast updated: 30+ days ago
Located on the traditional, ancestral and unceded lands of the xʷməθkʷəy̓əm (Musqueam), Sḵwx̱wú7mesh (Squamish), and səlilwətaɬ (Tsleil-Waututh) Peoples, Vancouver has a commitment to becoming a Ci...Show moreLast updated: 23 days ago
Connor, Clark & Lunn Financial Group.Interested in joining one of Canada’s top performing asset managers? We are looking for a.
Senior Portfolio Compliance Analyst.Portfolio Compliance plays a criti...Show moreLast updated: 30+ days ago
In this role, you will provide insight and advice on portfolio management best practices, linking conceptual strategies of trading and rebalancing portfolios.
You will assist teams in making knowled...Show moreLast updated: 18 days ago
Portfolio Accountant page is loaded## Portfolio Accountantlocations : Vancouvertime type : Full timeposted on : Posted Yesterdayjob requisition id : R0006423 • •About QuadReal Property Group • •Qua...Show moreLast updated: 3 hours ago
Portfolio Operations at Allied.Portfolio Operations at Allied integrates asset management and property management into one function, creating owners responsible for both the financial and operation...Show moreLast updated: 11 days ago)
Portfolio Research Analyst, Quantitative Equities.Connor, Clark & Lunn Investment Management (CC&L).Portfolio Research Analyst, Quantitative Equities.
Connor, Clark & Lunn Investment Management (CC&...Show moreLast updated: 30+ days ago
A leading Canadian bank is seeking a Summer 2026 Student Analyst in Real Estate Management.In this role, you will manage credit risk associated with loan facilities and actively monitor financial p...Show moreLast updated: 8 days ago
Staff - Union### ## • •Job Category • •CUPE 2950## Job ProfileCUPE 2950 Salaried - Sr Program Asst-Med Ed (Gr8)### ## • •Job Title • •Portfolio and Assessment Coordinator### ## • •Department • •Assessment O...Show moreLast updated: 13 days ago
Portfolio Director - Vancouver page is loaded## Portfolio Director - Vancouverlocations : CA.Kingswaytime type : Full timeposted on : Posted Yesterdayjob requisition id : R-143044### • •Job Desc...Show moreLast updated: 30+ days ago
A leading entertainment company in Metro Vancouver is seeking a Senior Operations Manager to support effective portfolio performance and enable transformation in technology decision-making.Ideal ca...Show moreLast updated: 30+ days ago
Portfolio Administrator, Private Clients
Leith Wheeler Investment Counsel Ltd.Vancouver, Metro Vancouver Regional District, CAFull-time
Manager, Portfolio Planning
Wawanesa InsuranceVancouver, BC (Hybrid), CAFull-time
Manager, Portfolio and Building Services
City of Vancouver - CAVancouver, Metro Vancouver Regional District, CAFull-time
Manager, Portfolio Operations (Property Manager)
AlliedreitVancouver, Metro Vancouver Regional District, CAFull-time
Portfolio Director
AtkinsRéalisBurnaby, British Columbia, CanadaFull-time
Property Portfolio Manager
BC HousingVancouver, Metro Vancouver Regional District, CAFull-time
Portfolio Operations Specialist
Nicola WealthVancouver, Metro Vancouver Regional District, CAFull-time
- Promoted
Lease Portfolio Retention Specialist
Destination Toyota BurnabyVancouver, BC, CanadaFull-time
Senior Portfolio Compliance Analyst
Connor, Clark & Lunn Financial Group (CC&L)Vancouver, Metro Vancouver Regional District, CAFull-time
Manager, Portfolio and Building Services
City of VancouverVancouver, Metro Vancouver Regional District, CAFull-time
Senior Portfolio Compliance Analyst
Connor, Clark & Lunn groupVancouver, Metro Vancouver Regional District, CAFull-time
Portfolio Management Consultant
Royal Bank of Canada>VANCOUVER, CanadaFull-time
- New!
Portfolio Accountant
QuadReal Property GroupVancouver, Metro Vancouver Regional District, CAFull-time
Manager, Portfolio Operations (Property Manager)
AlliedVancouver, Metro Vancouver Regional District, CAFull-time
Portfolio Research Analyst, Quantitative Equities
Connor, Clark & Lunn Investment Management (CC&L)Vancouver, Metro Vancouver Regional District, CAFull-time
Summer Real Estate Risk & Portfolio Analyst
RBCVancouver, Metro Vancouver Regional District, CAFull-time
Portfolio and Assessment Coordinator
The University of British ColumbiaVancouver, Metro Vancouver Regional District, CAFull-time
Portfolio Director
Snc-LavalinVancouver, Metro Vancouver Regional District, CAFull-time
Strategic Portfolio Operations Lead
Electronic ArtsVancouver, Metro Vancouver Regional District, CAFull-time
- London, ON (from $ 76,538 to $ 325,342 year)
- Ottawa, ON (from $ 71,900 to $ 288,347 year)
- Richmond Hill, ON (from $ 82,035 to $ 146,250 year)
- Richmond, BC (from $ 76,075 to $ 146,250 year)
- East York, ON (from $ 93,795 to $ 143,154 year)
- North York, ON (from $ 93,795 to $ 143,154 year)
- Regina, SK (from $ 138,167 to $ 140,149 year)
- Sherwood Park, AB (from $ 138,167 to $ 140,149 year)
- Old toronto, ON (from $ 87,688 to $ 139,339 year)
- Toronto, ON (from $ 87,750 to $ 139,132 year)
Portfolio Administrator, Private Clients
Leith Wheeler Investment Counsel Ltd.Vancouver, Metro Vancouver Regional District, CA21 days ago
Job type
- Full-time
Job descriptionEmployee Ownership : As an employee-owned firm, we believe in rewarding those who contribute to our collective success. Team members have the opportunity to become future shareholders and grow alongside the firm. Open and Transparent Culture : We value open dialogue, collaboration, and trust. Everyone has a voice, and ideas are encouraged - whether they come from a new hire or a long-time partner. Team-Oriented and Supportive Environment : You’ll work closely with experienced professionals who are approachable, respectful, and invested in each other’s success. Work-Life Balance : We understand that personal well-being fuels professional excellence. Our flexible, balanced approach enables you to thrive both inside and outside of work. Learning and Development : As part of a boutique firm, you’ll gain exposure to multiple facets of the investment business and have the chance to broaden your skills and impact. Shared Purpose : Join a firm built on independence, integrity, and long-term relationships where we measure success by the trust we build and the results we deliver for our clients. Competitive Compensation Package : salary commensurate with education, experience, and internal parity; RRSP contribution; Extended health benefits from day of joining (no waiting period); 3 weeks’ vacation, annually 5-7 years of office administrative experience 5-7 years of experience working in the investment or financial services industry Completion (or current enrollment) in the Canadian Securities Course (CSC) is an asset After passing the probationary period, we require all Client Services Associates to enroll in the CSC Experience with custodian accounts is highly desirable Advanced level of proficiency in : Word (version control, document editing) PowerPoint (creating and editing presentations) Outlook Adobe Acrobat Experience with Salesforce CRM is an asset Exceptional written and verbal communication skills Demonstrated ability to interact with clients Exceptional ability to manage multiple tasks and changing priorities A dual passion for operational efficiency and client service Attention to detail; and an inquisitive mind Possess great initiative and problem-solving skills Ability to collaborate and thrive independently and in a team-based environment
Leith Wheeler Investment Counsel Ltd. is an employee-owned firm, headquartered in Vancouver with offices in Calgary and Toronto. We manage over $30 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada.
We are seeking a dynamic and friendly Portfolio Administrator to provide operational support to the Private Client team and exceptional client service in the Vancouver office. The successful candidate will work closely with two Portfolio Managers, providing accurate, timely information and service support. This position will appeal to someone who is passionate about client service, zealous in their pursuit of operational efficiency, and comfortable working in a team-based environment.
Diversity and Inclusion : Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, color, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.
Job Description :
- Ensure a positive and professional client experience
- Lead and execute the account onboarding, closing and transfer process, while adhering to compliance requirements
- Understand Leith Wheeler’s investment products and services
- Carry out transactional requests and coordinate cash settlements, as needed
- Prepare and customize presentations for prospects and existing clients
- Investigate and resolve all client inquiries
- Respond to consultant and custodian requests
- Maintain client contact details and important documentation in CRM database
- Work closely with internal operational teams
- to resolve issues and respond to client requests
- Assist with ad-hoc projects, including client events
What We Offer :
Job Qualifications :
Excel
Thank you in advance for your interest. If your profile meets our requirement, we will gladly reach out to you.
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