Talent.com
FundThrough
Associate Portfolio Management Role - FundThroughFundThrough • Winnipeg, Canada
No longer accepting applications
Associate Portfolio Management Role - FundThrough

Associate Portfolio Management Role - FundThrough

FundThrough • Winnipeg, Canada
3 days ago
Job type
  • Full-time
Job description
Take on a pivotal role in portfolio management at FundThrough as an Associate Portfolio Manager. You'll be responsible for analyzing client health and enhancing operational processes in this remote position.

As an Associate Portfolio Manager at FundThrough, you will focus on the systematic monitoring of client portfolios. With at least two years of financial services experience, your job will involve evaluating invoices and managing compliance elements. This role blends independent analysis with cross-functional teamwork, providing essential insights that drive impactful portfolio management and client satisfaction.

Key Responsibilities: • Monitor client accounts and track financial changes weekly • Prepare structured risk and compliance updates for teams • Generate monthly AWAC aging reports and document findings • Enforce compliance and manage related Salesforce cases • Collaborate on client risk issues with Account Management

Requirements: • Minimum 2 years in lending or credit/risk analysis • Proven analytical skills with large data sets • Detail-oriented approach to invoice and payment analysis • Strong communication skills for risk presentation • Ability to handle multiple accounts under tight deadlines

Utilize your analytical skills to contribute to the sophisticated portfolio management at FundThrough. #J-18808-Ljbffr
Create a job alert for this search

Associate Portfolio Management Role - FundThrough • Winnipeg, Canada

Similar jobs

Portfolio Strategist

Fidelity CanadaWinnipeg, MB, CA
Full-time

Please note this role is based in Toronto.You will be working on a 100% remote office schedule as part of Fidelity’s dynamic working arrangement.Current work authorization for Canada is required fo... Show more

 • Promoted

AVP of Wealth Management at ACU

Aviso Wealth IncWinnipeg, MB, CA
Full-time

Drive strategic success as Assistant Vice President of Wealth Management with Assiniboine Credit Union.Lead high-performing teams and develop operational plans that support rural and agricultural c... Show more

 • Promoted

Wellington-Altus Portfolio Manager Position

Wellington-Altus Financial Inc.Winnipeg, MB, CA
Full-time

Enhance investment practices as a Portfolio Manager at Wellington-Altus in Winnipeg or Toronto.This strategic role focuses on the governance of UMA and SMA programs and skillful portfolio managemen... Show more

 • Promoted

Associate Financial Consultant Position

Assiniboine Credit Union LtdWinnipeg, MB, CA
Full-time

Shape financial futures as an Associate Financial Consultant with ACU in Winnipeg.This full-time role offers personalized banking services, supporting member needs on-site at the Fort Richmond Bran... Show more

 • Promoted • New!

Portfolio Manager

BCV Asset Management Inc.Winnipeg, MB, CA
Full-time

We are a growing investment firm, based in Winnipeg, that manages over $7 billion in client assets.After 19 years in business, our firm’s award‑winning culture is built around investment strategy, ... Show more

 • Promoted

Operating Principal (Remote)

TrolleyWinnipeg, MB, CA
Remote
Full-time

Remote (Must work within PST or EST time zones).We are only reviewing candidates who submit their application through this link: https://forms.Applications submitted elsewhere will not be considere... Show more

 • Promoted

Portfolio Management Specialist

Insight GlobalWinnipeg, Canada
Full-time

A recruitment firm is looking for an experienced Portfolio Management Specialist to lead the strategic implementation of a new Portfolio Management application in Toronto, Canada.This role requires... Show more

 • Promoted

Youville Finance Committee Board Member Role

The Chartered Professional Accountants Of ManitobaWinnipeg, MB, CA
Full-time

Become a Finance Committee Board Member at Youville and contribute to vital community health services.Your financial skills will guide strategic oversight and promote healing initiatives.Youville s... Show more

 • Promoted

Remote Mortgage Associate: Uncapped Earnings + Elite Tech

PerchWinnipeg, MB, CA
Remote
Full-time

A leading mortgage brokerage is seeking experienced Mortgage Associates to join their fully remote team.Ideal candidates are top performers with at least $10M in mortgages originated in the past ye... Show more

 • Promoted

Manager, Fund and Partner Development

CWB GroupWinnipeg, MB, CA
Full-time

Compensation Range: $92,158 to $115,198 CAD per year.Your expertise shapes our business.At the CWB Group, we find fulfillment and inspiration knowing that we are performing meaningful and purposefu... Show more

 • Promoted

Financial Management Associate (18-month contract)

EYWinnipeg, MB, CA
Temporary

Join our Finance team to enable EY client account teams and management to run the business effectively.You’ll help to improve engagement profitability, manage enterprise wide risk and support marke... Show more

 • Promoted

Portfolio Resources Coordinator.

Paladin SecurityWinnipeg, MB, CA
Full-time

The Portfolio Resource Coordinator (PRC) is responsible for ensuring portfolio resource coordination and strategic scheduling support for the Client Service Team.This is primarily achieved through ... Show more

 • Promoted

Mortgage Underwriter: Critical Thinker in Remote Role

AMA - Alberta Motor AssociationWinnipeg, MB, CA
Remote
Full-time

Transform lives as a Mortgage Underwriter, navigating applications in a remote setup.Your analytical skills and attention to detail will make homeownership decisions that impact futures.You will pl... Show more

 • Promoted

Remote Mortgage Broker—Uncapped Earnings & Elite Tech

Perch | Mortgages, simplifiedWinnipeg, MB, CA
Remote
Full-time

A leading mortgage brokerage is seeking experienced mortgage brokers to join their fully remote team.The ideal candidate has a proven sales record, with at least $10M in originated mortgages over t... Show more

 • Promoted

Partner Support Associate, Transfers

Wellington-AltusWinnipeg, MB, CA
Full-time

This posting is for an existing vacancy in Wellington-Altus’ Winnipeg or Toronto office.Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Priv... Show more

 • Promoted

Volunteer Treasurer - Finances & Governance (Remote)

Friends of the Ottawa Public Library AssociationWinnipeg, MB, CA
Remote
Full-time

Join a forward-thinking organization as a volunteer Treasurer and make a meaningful impact in your community.This role involves overseeing financial management and providing strategic financial adv... Show more

 • Promoted

Financial Consultant - Provencher Branch

Assiniboine Credit Union LimitedWinnipeg, MB, CA
Full-time

Financial Consultant - Provencher Branch.Banking - Customer Service & Advice.Reporting to the Branch Manager, Financial Consultant plays a key role in deepening member relationships by delivering p... Show more

 • Promoted

Join the Energy Investment Banking Sector as a Senior Associate

Astris Finance, LLCWinnipeg, MB, CA
Full-time

Unlock your potential in a remote Senior Associate position specializing in Infrastructure and Energy investment banking.Focus on financial analyses, model development, and client advisory to make ... Show more

 • Promoted

Associate Financial Consultant-12 Month Term

Assiniboine Credit Union LtdWinnipeg, MB, CA
Full-time

Banking - Customer Service & Advice.Fort Richmond Branch, 2659 Pembina Hwy, Winnipeg, MB R3T2H5, CAN.Pembina at Bairdmore North Branch, 2659 Pembina Hwy, Winnipeg MB R3T 2H5.Monday to Friday 8:30am... Show more

 • Promoted

Team Lead, Investment Operations

Canada LifeWinnipeg, MB, CA
Full-time +1

The Investment Operations team is responsible for all accounting and valuations for the Canada Life segregated funds and general account assets.The Team Lead will play a significant role in the dai... Show more