Portfolio Operations Manager

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. 

WHAT YOU WILL DO

• Work in a dynamic, fast-paced environment, and apply expertise in various product areas to deliver high quality service.
• Develop a strong proficiency with the investment applications being utilized for trading and portfolio management, and provide day-to-day support with a focus on continual improvement in dependability and operational excellence.
• Collaborate with compliance, portfolio managers, traders and operations to define the scope of new processes, projects and to document the associated workflows.
• Assist in the implementation and support of the new middle office platform (ABOR, IBOR, PMAR)
• Establish, monitor and maintain high client satisfaction levels.
• Works closely with the project managers, business users, QA, developers, and other technology professionals to ensure that project deliverables are completed on time and within budget.
• Prioritize testing tasks, scenarios and test cases and track and report on testing activities.
• Cultivate effective working relationships with CI investment management and operations, custodians, clearers, auditors, data vendors and others in the industry.

WHAT YOU WILL BRING

• Candidate with 3+ years related work experience in a similar role or supporting front office trading.
• Advanced knowledge and experience with Charles River Order Management system and Bloomberg Data.
• Experience with Investment/Accounting Book of Record systems
• Excellent communications and listening skills required to document and understand business requirements
• Strong knowledge of industry front-middle-back office practices associated with portfolio management including Fund Accountants, Custodians, Data Vendors, etc.
• Knowledge and experiences with financial markets and complex instruments
• Advance Excel Skills & working knowledge of VBA and SQL
• Effective time management and leadership skills
• The ability to work independently and within a team setting
• Solid conceptual and problem-solving skills to ascertain issues and provide recommendations

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $69,500 - $119,500. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.   Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential.  Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. 

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER 

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering 

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [email protected], or call 416-364-1145 ext. 4747.