Associate Digital Portfolio Manager Jobs

Bachelor’s degree in Business, Technology Management or related discipline and/or equivalent relevant work experience

8+ years of experience in digital business integration & portfolio management

Alignment and KPI management with Audi AG (global), Audi Canada and Volkswagen Group Canada

Work with Audi and Group finance controlling to secure and manage digital budget

Integrate business goals and requirements into the overall customer ecosystem and digital strategy

Support the development of key product documentation including business, legal, technical, marketing, and support requirements

Bachelor’s degree in Business, Technology Management or related discipline and/or equivalent relevant work experience

8+ years of experience in digital business integration & portfolio management

Alignment and KPI management with Audi AG (global), Audi Canada and Volkswagen Group Canada

Work with Audi and Group finance controlling to secure and manage digital budget

Digital Business Integration & Portfolio Management (NAR)

Integrate business goals and requirements into the overall customer ecosystem and digital strategy

Excellent leadership and team management skills, including coaching and mentoring.

Experience with business and technical requirements analysis, verification, and methodology development.

Manage and coordinate software releases across multiple teams, ensuring a smooth and efficient release process

3-5 years as a Program or Delivery Manager of digital projects

Oversee the delivery of projects, ensuring they are on-time, within scope, and within budget

Lead, coach, and mentor a team of Technical Business Analysts and Scrum Masters, encouraging their professional growth and development

Understanding of credit & lending concepts & risk management

Minimum 1-3 years of prior experience in commercial banking accounting/financial advisory or consulting

Strong analytical and problem-solving skills

Ability to build meaningful and trusting relationships

Ability to multi-task in a fast-paced environment

Proficient with MS Outlook, Word, Excel, PowerPoint, data analytics platforms, etc.

Showcase superior brand marketing, commercial and financial acumen skills with the autonomy to manage a full brand portfolio

Manage, develop and coordinate all trade promotion materials (sell sheets, educations tools, etc.) for both retail and On-Premise

Support with agency partner and vendor relationship management - creative brief development, budget management, etc.

A chance to further develop marketing skills and be seen as a viable business partner

Develop elements of brand plans, with coaching from Brand Manager

Where applicable, work with Trade Marketing Managers to regionalize national brand programming and deliver custom regional programs

Lifecycle management - work with Offer Managers to manage lifecycle communications and updates to services and all material

1+ years experience in product management or related role

Familiarize yourself with company’s product lines and service offerings and their impact on our customers and market as a whole

Build relationships with stakeholders across the organization as it relates to your assigned portfolio of service offerings

Maintain an existing services offer portfolio, including periodic troubleshooting and corrective actions for operational issues

Deliver on-going service offer training (Portfolio Awareness)

Interact with internal stakeholders (i.e., risk, tax, legal, finance) to support deals and ongoing portfolio management.

Apply sound investment and credit-specific knowledge and experience to build and analyze complex financial models.

Excellent quantitative, analytical, financial modelling, problem-solving and researching skills with strong attention to detail.

Conduct research and analysis on a broad range of topics to support investment decision-making across various credit asset classes.

Contribute to ad-hoc projects as required to further develop and expand the Global Credit strategy and platform.

Support asset monitoring throughout the investment lifecycle.

Minimum 3 years portfolio management experience.

Discretionary portfolio management experience, preferably with high-net-worth clients.

Manage ongoing scheduled/ad-hoc cash flow requests by implementing security trading and portfolio rebalancing trades.

Minimum 5 years investment industry experience.

CIM® Designation (Chartered Investment Manager)

Demonstrated presentation skills, both written and oral.

Minimum 3 years portfolio management experience.

Discretionary portfolio management experience, preferably with high-net-worth clients.

Manage ongoing scheduled/ad-hoc cash flow requests by implementing security trading and portfolio rebalancing trades.

Minimum 5 years investment industry experience.

Demonstrated presentation skills, both written and oral.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and RBC shares where applicable.

Experience building flexible solutions that can adapt quickly to changing requirements.

A flexible/hybrid work environment combining in office collaboration and remote working

Hands on experience working with financial times series point-in-time data (market, fundamental, alternative, etc.)

Experience working with investors (e.g., quantitative/fundamental) is desirable

Experience using cloud providers and associated services – AWS/GCP/etc.

Practical knowledge of software engineering concepts and best practices, including testing frameworks and libraries, automation.

Provide personalized and responsive service to Portfolio Managers, Investment Advisors, and Investment Associates with respect to incoming investment-related questions.

Develop investment knowledge through reading of vast amount of research and team’s own content.

Bachelor's Degree or higher level education.

French communication skills (presenting, speaking, writing) could help differentiate candidates.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

Opportunities to take on progressively greater accountabilities

Review and respond to risk management reports

Proactively identify and review client portfolio management issues and recommend solutions to investment counsellors to resolve them

Implement action plans and proactively manage client portfolios to achieve or exceed performance goals

Undergraduate degree (preferably in business, finance or economics)

Strong written and verbal communication skills in French and English (in order to serve English-speaking clients in the Québec market)

Strong working knowledge of Microsoft 365 apps, especially Excel

5+ years of relevant experience in wealth or asset management, preferably in a discretionary decision-making capacity

Maintain up-to-date knowledge repository of the North American investment product landscape

Conduct ad-hoc industry and product research as required for new product development and to ensure continued competitiveness of OneVest’s existing offerings

Assist with managing client interactions to ensure overall client satisfaction in the OneVest partner experience and OneVest investment products

Bachelor degree or higher in commerce, finance, economics, engineering or a related field

Experience with due diligence and oversight of third-party investment products

Minimum of 2 years of experience in global investment management, consulting, or related fields is preferred.

Develop and maintain relationships with research contacts, management teams, and other stakeholders

Identify and manage concentrated public equity positions that fit investment themes and will outperform global markets over the long-term

Help mentor and develop less experienced team members

Strong research, financial modelling, analytical and valuation skills

Excellent communication skills, both written and verbal

Develop and iterate innovative program management methodologies and frameworks

Create a Community of Practice for all Digital program management resources

10+ years of relative experience, preferably in a vertically integrated, global, specialty retail environment

Experience working with systems and/or with technical teams seen as an asset

Experience in retail operations an d or other relevant field in bringing retail strategies to life across channels

Acknowledge the presence of choice in every moment and take personal responsibility for your life.

Develop and iterate innovative program management methodologies and frameworks

Create a Community of Practice for all Digital program management resources

10+ years of relative experience, preferably in a vertically integrated, global, specialty retail environment

Experience working with systems and/or with technical teams seen as an asset

Experience in retail operations an d or other relevant field in bringing retail strategies to life across channels

Acknowledge the presence of choice in every moment and take personal responsibility for your life.