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Portfolio Management Assistant Jobs

Student, Portfolio & Financial Management
By OMERS At Toronto, Ontario, Canada
Prepare detailed reports and presentations for management, outlining cost insights, trends, and recommendations for optimizing resource allocation.
Collaborate with IT teams to enhance data collection, processing, and reporting capabilities for cost-related data.
Completed at least 1-2 previous work terms with positive feedback from your manager(s)
Basic knowledge of accounting practices – budget vs actuals, forecasting, report creation
An ability to build good visual and/or user experience designs for financial models
Good collaboration skills, are a helpful teammate, and are a proactive contributor
Portfolio Architect - Risk Management
By Diamondpick At Toronto, Ontario, Canada

Bachelor Computer Science/Software Engineering or equivalent degree. 10+ years of demonstrated experience in modernizing IT environments with a preference for significant complexity, highly regulated, ...

(Global Oil Gas) Portfolio Management Process Specialist
By MatchaTalent At Calgary, Alberta, Canada
Demonstrated experience with Project and Portfolio Management (PPM) systems, such as Planisware, Accolade, and similar software applications.
Streamline the planning, communication, execution, and performance management of R&D portfolio, including value creation, operation efficiency, etc.
Lead the implementation and improvement of the R&D portfolio management process.
Ensure R&D portfolio investment process compliance with portfolio governance required by the company's finance and technology development policies.
Bachelor's degree in Engineering, Science, Finance, or related business administration disciplines. A Master's degree is preferred,
Especially if the candidate has completed advanced degree education in both engineering/science and business administration.
Manager, Digital Business Integration & Portfolio Management (Nar)
By Audi Canada At Ajax, Ontario, Canada
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
Manager, Digital Business Integration & Portfolio Management (Nar)
By Audi Canada At Greater Toronto Area, Canada
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
Portfolio Assistant - Bmo Private Wealth
By BMO At Montreal, Quebec, Canada
Provides knowledge detailed information about products and services offered.
Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.
Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
Broader work or accountabilities may be assigned as needed.
Advanced knowledge of investment process and procedures.
Director Portfolio Management Jobs
By Valnet At Montreal, Quebec, Canada
Director Portfolio Management - Montreal, Full Time In Office, Mid-Level Experience
Experience in analytical finance and M&A is a plus.
Manage business development and operations for key sections of our website.
Bachelor's Degree in Business, Finance, or a related field.
3-5 years of relevant work experience.
Excellent analytical abilities and leadership qualities.
Assistant Hoa Portfolio Manager
By Invest West Management, LLC At Vancouver, British Columbia, Canada
Assisting in portfolio management of communities that include homes, townhomes, condominiums, and mid-rises
Performing insurance management for communities
$20.00 to $25.00 per hour commensurate with experience
Potential Bonus eligibility yearly is offered based on company performance.
Maintaining current knowledge of governing documents, applicable state statutes, and local ordinances that apply to all assigned communities
PTO is offered at 6 hours per pay period.
Portfolio Assistant Jobs
By BMO At Vancouver, British Columbia, Canada
Provides knowledge detailed information about products and services offered.
Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.
Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
Broader work or accountabilities may be assigned as needed.
Advanced knowledge of investment process and procedures.
Portfolio Assistant - Bmo Private Wealth
By BMO At Laval, Quebec, Canada
Provides knowledge detailed information about products and services offered.
Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.
Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
Broader work or accountabilities may be assigned as needed.
Advanced knowledge of investment process and procedures.
Portfolio Assistant Sales, Pb
By BMO At Burnaby, British Columbia, Canada
Provides knowledge detailed information about products and services offered.
Broader work or accountabilities may be assigned as needed. Qualifications:
Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.
Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
Advanced knowledge of investment process and procedures.
Supervisor, Application Portfolio Management
By TransAlta At Calgary, Alberta, Canada
7-10 years project management experience leading business and IT programs/projects.
Provide month-end incident and problem management reporting, including trends, SLAs, and actions taken to mitigate similar incidents from re-occurring.
Ensure adequate and sufficient I&T-related capabilities (people, processes, and technology) are available to support business objectives effectively at optimal cost.
Manage the annual budget and continue to develop strategies to optimize operating costs.
Experience with IT service costing/cost allocations.
Flexible benefits for you and your family
Head Portfolio Management Jobs
By UBS At Toronto, Ontario, Canada
Lead the Portfolio Management Team at UBS Bank (Canada)
Assist the management of a discretionary Structured Products Strategy
Expertise in Canadian Fixed Income management a plus
lead the Portfolio Management Team at UBS Bank (Canada)
assist the management of a discretionary Structured Products Strategy
expertise in Canadian Fixed Income management a plus
Director, Portfolio & Capacity Management
By AstraZeneca At Mississauga, Ontario, Canada
Experience in strategy development and/or portfolio management within a pharmaceutical environment
Qualifications in Project and Financial Management
Oversee portfolio of commitments and lead effective capacity management, planning and controls.
Familiar with large capacity and portfolio management systems
Bachelor’s degree or equivalent qualification in relevant scientific discipline
Min. 5+ years of experience
Director, Portfolio Management Jobs
By PointClickCare At Mississauga, Ontario, Canada
Working knowledge of Master Data Management with direct business experience in best practice design and reporting (BI) relationship
Plan, and implement project management best practices and reporting capabilities to streamline project processes and procedures and maximize operational effectiveness
Experience with project portfolio and project management tools; examples include MS Project, Smartsheet or JIRA
Experience in program management, product management, management consulting, corporate strategy, business operations or strategic planning in a SaaS Company
Responsible for establishing, standardizing, and leading project management practices for multiple programs, across all areas of the business
Build and support a best-in-class team structure to promote and continuously improve the demand and vendor management programs
Technology Manager - Enterprise Portfolio & Program Management (Hybrid, Vancouver)
By lululemon At Vancouver, British Columbia, Canada
Experience with and/or certifications in continuous improvement, change management preferred
3+ years of experience in a people management role
7+ years of project management and/or business analyst experience in technology
Proven experience with a focus on operations management within high growth companies
Experience working with with JIRA or similar backlog management tool, experience working with Service Now SPM or similar portfolio mgmt. tool.
Support a team who will establish Portfolio wide value stream mapping, story splitting, and dependency management
Manager, Commercial Portfolio Management
By Canadian Western Bank At Surrey, British Columbia, Canada
Core Know-how & Experience Requirements
Position closes at 12:01am on the close date identified below.
personalized service, specialized expertise, customized solutions, and faster response times.
client-centric, collaborative, and change-ready culture,
CWB is a Great Place to Work®
Our employees love CWB. You’ll love it here too.
Analyst - Loan Portfolio Management
By RBC Capital Markets At Toronto, Ontario, Canada
Effectively convey complex information and financial data in a clear and concise manner to senior management
Excellent interpersonal skills with ability to maintain relationships at all levels within the organization
Well-developed quantitative and qualitative analytical skills
A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation.
Determine how RBC Capital Markets can be best positioned to capitalize on current market and industry trends
Analyze portfolio data (credit risk, client revenue, capital, etc.) to drive strategy and business planning for the Corporate and Investment Bank
It Architect, Pmo - Portfolio Management
By Saputo Inc. At Georgetown, Ontario, Canada
Improve project management knowledge in the IT organization through training and coaching
7-10 years of experience delivering IT project and strong understanding of Project Management methodology and processes
Perform quality reviews of detailed project plans prepared by project managers
Coordinate efforts to solve for resource needs with IT managers and project leads
Degree in Computer Science, Information Systems, Business Administration, Accounting or other related field or equivalent work experience;
Strong analytical, organizational and multi-tasking skills;
Manager, Portfolio & Capacity Management
By AstraZeneca At Mississauga, Ontario, Canada
Knowledge of portfolio management processes
Supports analysis of portfolio demand, resource capacity, and other areas of need within business performance management
Analytical and data management expertise.
Maintain CAPIT (R&D resource planning tool Headcount/ Vacancies) accuracy and alignment with Finance’s FTE tracking tool
Drive MYTIME (R&D time tracking tool) compliance; improve data quality and reporting/analytics capabilities
Bachelor’s degree or equivalent experience in relevant discipline

Are you looking for an exciting opportunity to help manage portfolios and make a difference? We are looking for a motivated Portfolio Management Assistant to join our team and help us achieve our goals. You will be responsible for providing administrative and operational support to the portfolio management team, as well as helping to develop and implement strategies to maximize returns. If you are an organized, detail-oriented individual with a passion for finance, this could be the perfect job for you!

Overview:

Portfolio Management Assistants are responsible for providing support to portfolio managers in the management of a variety of investments. They are responsible for researching and analyzing financial data, preparing reports, and providing administrative support. They must have a strong understanding of financial markets and be able to interpret financial data.

How To Become an Portfolio Management Assistant:

To become a Portfolio Management Assistant, you will need to have a bachelor’s degree in finance, economics, or a related field. You will also need to have strong analytical and communication skills, as well as experience with financial software. Additionally, you may need to obtain a license or certification, depending on the state in which you work.

Portfolio Management Assistant Skills:

• Financial Analysis
• Research
• Data Analysis
• Report Writing
• Administrative Support
• Financial Software
• Communication
• Problem Solving
• Time Management
• Attention to Detail

What is Portfolio Management Assistant Knowledge?

• Financial Markets
• Investment Strategies
• Risk Management
• Portfolio Management
• Financial Regulations
• Accounting Principles
• Economics
• Taxation
• Financial Planning

What is Portfolio Management Assistant Responsibilities?

• Research and analyze financial data
• Prepare reports and presentations
• Monitor portfolio performance
• Provide administrative support
• Assist with portfolio management activities
• Ensure compliance with financial regulations
• Maintain records and databases
• Develop investment strategies
• Monitor market trends

What is Portfolio Management Assistant Experience?

• Previous experience in a financial or administrative role
• Knowledge of financial markets and regulations
• Experience with financial software
• Ability to interpret financial data
• Strong analytical and communication skills
• Ability to work independently and as part of a team

What is Portfolio Management Assistant Qualifications?

• Bachelor’s degree in finance, economics, or a related field
• Licenses or certifications, depending on the state in which you work

Portfolio Management Assistant Education:

• Bachelor’s degree in finance, economics, or a related field
• Licenses or certifications, depending on the state in which you work
What tools help Portfolio Management Assistant work better?
• Financial software: Financial software can help portfolio management assistants analyze financial data, track portfolio performance, and develop investment strategies.
• Spreadsheet software: Spreadsheet software can help portfolio management assistants organize and analyze financial data.
• Database software: Database software can help portfolio management assistants store and manage financial data.
Good tips to help Portfolio Management Assistant do more effectively?
• Stay up to date on financial markets and regulations.
• Develop strong analytical and communication skills.
• Utilize financial software to analyze data and track portfolio performance.
• Develop a strong understanding of accounting principles and economics.
• Develop a system for organizing and managing financial data.
• Work closely with portfolio managers to ensure compliance with regulations.
Common Portfolio Management Assistant interview questions?
• What experience do you have in financial analysis and research?
• How familiar are you with financial software?
• What do you know about financial markets and regulations?
• How would you go about developing investment strategies?
• What do you think are the most important skills for a portfolio management assistant?
• How do you stay up to date on financial markets and regulations?