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Manager, Institutional Portfolio Management

Accounting and Finance, Banking, Brokerage, Investment, Management and Professional
Permanent, Full-Time

Job Description

Our client, an employee-owned firm, headquartered in Vancouver is seeking a proactive Manager with a passion for client services.  The firm manages over $23 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada and the position will play an instrumental role in enhancing efficiencies and supporting the Institutional Portfolio Management team, leading to increased client satisfaction. This position reports to Head of Pensions & Institutions and will be responsible to directly manage and develop two portfolio administrators.

This is a hybrid work model.

Key Responsibilities

  • Lead Institutional client onboarding, account transitions, and offboarding in coordination with Portfolio Managers, Operations, Compliance, and external parties.
  • In conjunction with the Operations Analyst Team, manage and/or participate in projects and workflows that impact the Institutional team.
  • Provide expertise and coordinate required data entry, implementation and testing of new processes, technologies or operating models between Institutional team and other departments.
  • Oversee Quarter-End reporting responsibilities and liaise with other groups to collect required reporting data, manage data input and generation of reports.
  • Ensuring the team meets milestones and delivery targets while tracking any potential errors.
  • Lead special projects for the Institutional Portfolio Managers such as the rollout and adoption of a Client Portal.
  • Assist the Portfolio Management team to optimize usage of the CRM
  • Collaborate with the Compliance team to keep developing processes to ensure client documentation is comprehensive and regularly updated.
  • Manage and develop portfolio administrators; carry out performance appraisals and act as coach and mentor.
  • Delegate regular work and special projects as required.
  • Evaluate Administrator utilization and explore opportunities for further responsibilities and development
  • Continue to develop a library of best practices documenting the workflow


  • A minimum of 8 years’ experience working in the financial services or related industry (banking, insurance)
  • Proven experience of managing teams and projects – several years of experience in this area would be strongly preferred
  • High degree of comfort overseeing the redesign and implementation of changes in workflows
  • A track record of enhancing proficiencies, process improvements, and various projects/processes
  • Proficient in Excel, Word, PowerPoint, Teams and Outlook
  • Outstanding communication ability, including writing and editing skills
  • A dual passion for operational efficiency and client service
  • Ability to manage multiple tasks and changing priorities
  • Critical thinking: ability to understand the crux of the matter
  • Ability to collaborate, influence and thrive in a team-based environment
  • High degree of comfort overseeing the redesign and implementation of changes in workflows
  • Canadian Securities course would be considered a benefit
  • Experience using Salesforce would be an added advantage



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