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Portfolio Operations Analyst Jobs

Institutional Portfolio Analyst Jobs
By Infotek Consulting Inc. At Vancouver, British Columbia, Canada
Must-have skills/ experiences/ education/ designations:
• Experience with FMC PCView, Unitrax, Eagle, Electra,and SS&C Recon
• Your primary focus will be the
• Timely and accurate processing of
• Timely and accurate preparation of
• University degree or diploma
Portfolio Analyst / Investment Administrator
By Schwaben Capital Group Limited At Toronto, Ontario, Canada
Assisting with portfolio management, including financial planning, investment research, trading, and rebalancing.
Experience with CRM applications. Zoho One experience is of great benefit
Undergraduate degree related to business/finance, computer science, engineering, or Information Technology
Experience using Facebook and LinkedIn and other social media platforms
Experience in the financial services or sales sector
Experience with corporate Facebook and LinkedIn accounts
Advanced Analyst - Portfolio Analytics
By Electronic Arts (EA) At Toronto, Ontario, Canada
Distil main components of a complex problem into succinct and easily understood set of conclusions for presentation to senior management.
Manage and validate important business intelligence to support the strategic decision-making of our top leadership team
6+ years experience in technical data roles, demonstrating expertise in transforming, shaping, querying and using data to guide decisions.
BA/BS in Computer Science, Mathematics, Statistics, or related field, OR equivalent experience
Advanced knowledge in data modelling, structuring data to improve retrieval performance and a scripting language (e.g. R/Python)
Advanced knowledge with a data visualisation software package; Tableau / Power BI/ Looker
Portfolio Analyst (Private Wealth)
By Guardian Capital Advisors LP At Toronto, Ontario, Canada
Work proactively with Client Portfolio Managers to implement client based initiatives;
Use your insight a proactive skills to provide timely and accurate investment recommendations;
CIM designation with relevant work experience and/or completed CFA Level 1 preferred
Accuracy and attention to detail is an absolute requirement
Excellent interpersonal, communications and collaboration skills
Proficient in Microsoft Office, including Word, Power Point, Excel (macros, VBA skills is an asset)
Operations Analyst Jobs
By BigDataInsights.ca At Mississauga, Ontario, Canada
Having 2-3 years of experience in production management or a related field.
Demonstrating strong organizational and time management skills.
Finalizing kitting requirements for new product innovations, which involve coordinating dies, graphics, packing details, and other essential elements.
Possessing strong forecasting and production planning skills.
Familiarity with material requirements planning (MRP) and related software.
Having excellent communication skills, both in listening and speaking.
Energy Portfolio Analyst Jobs
By Alberta Municipalities | Strength in Members At Edmonton, Alberta, Canada
Highly organized with solid time management skills and the ability to prioritize effectively.
Knowledge of electricity and natural gas billing and settlement is considered an asset.
Strong experience working with data tools such as Excel and Tableau (or Power BI).
Advanced MS Excel user, skilled at data manipulation, formulas, and pivot table analysis.
Skilled at condensing large and complex sources of information into succinct and easily understood documents, such as a one-page briefing note.
Skilled at creating visually appealing PowerPoint presentations and slides from data.
Operations Analyst [Scotiabank] Jobs
By CareerBeacon At Toronto, Ontario, Canada
Knowledge of operational processes used in support of Wealth Management's businesses
Ensuring all operational and support issues are escalated to the Manager as needed.
Strong verbal and written communication skills and well developed relationship-building skills
Strong analytical and problem solving skills with the ability to make critical decisions quickly and with minimal direction.
Database support, regulatory and documentation support for items such as AML/ATF, FATCA, QI and CRS initiatives.
Provide onboarding support for new-recruit Advisors to Scotia McLeod
Operations Analyst Jobs
By Crisis24 At Ottawa, Ontario, Canada
Effective problem-solving and time-management skills
Manages client expectations by understanding team's product offerings and limitations; and supports manager in tracking metrics around production.
Liaise with the client to better understand their requirements and concerns and understand the client’s operational footprint;
Strong written and verbal communication skills required; accurate typing skills
Knowledge of Microsoft Office, especially Word, Excel, and PowerPoint
Knowledge of Google Earth and Maps
Operations Analyst Jobs
By Enercare Inc. At Markham, Ontario, Canada
Strong organizational and time-management skills
Extensive experience handling multiple billing systems and exceptions management
File Transfer Management between internal and external vendors
BBA or equivalent post-secondary education
Excellent written and oral communications skills
Superior working knowledge of Microsoft Applications such as Excel and Access
Operations Analyst Jobs
By eTeam At Montreal, Quebec, Canada
• Ensuring the MTD management P&Ls are consistent with the final end of month general ledger P&L
• Manage deadlines and objectives
The strengths and skills that will help you succeed
• Strong working knowledge of P&L attributes/Greeks
• Strong interpersonal and communication skills a must
• Strong Excel & PC skills with proven ability to work with multiple systems
Operations Analyst Jobs
By Tenaquip At Senneville, Quebec, Canada
Bachelor Degree in Operations Management, Information Systems or related discipline or equivalent experience;
Provide analysis, solutions, and tools to improve the organization and management of tasks;
Named one of "Canada's Best Managed Companies" 17 consecutive years;
Consult with system users to learn general purpose of systems and information requirements of positions involved in the data flow;
3+ years of related experience is preferred;
Ability to interpret and communicate security policies, procedures and technical requirements;
Quantitative Portfolio Analyst [Scotiabank]
By CareerBeacon At Toronto, Ontario, Canada
Graduate degree including MBA, Master of Finance, or other graduate degree in Math, Computer Science & Engineering would be an asset
Advanced knowledge in Python and SQL and working with large data sets
Must have experience using Bloomberg BQNT
Experience with Google cloud platform a plus
Financial experience a plus but not required
Extremely strong problem solving skills
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
Tds Operations Analyst Jobs
By TD Securities At Toronto, Ontario, Canada

Multiple position available in Vancouver, Calgary, Toronto and Montreal.

Syndicate Operations Analyst Jobs
By RBC Capital Markets At Halifax, Nova Scotia, Canada
Prepare final settlement letters for underwriters on Lead managed issues. This includes collecting expenses, creating p&l and final settlement letters.
Process and record transactions for co-managed deals (checks, wires, ACH)
Work closely with colleagues in Settlements, Funding, Trade Support and Municipal Finance
Typically requires at least 4 years of relevant industry and operations experience, expertise and relationships.
Knowledge of DTC, Middle or Back Office Background
Distinguished written and oral communications skills
Pic Portfolio Analyst, Centralized Portfolio Advisory - Toronto
By Scotiabank At Toronto, Ontario, Canada
Strong investment management knowledge and experience as it relates to understanding economic and capital markets
Preparing and customization of client portfolio reports and various management reporting
Actively share knowledge and experience to enhance the development of all team members
Provide centralized portfolio management services by:
Contribute to the effective functioning of the Centralized Portfolio Management team by:
Ensure compliance with all regulatory requirements, firm policies and accuracy of trading activities
Portfolio Analyst, Centralized Portfolio Advisory (Contract) - Toronto
By Scotiabank At Toronto, Ontario, Canada
Strong investment management knowledge and experience as it relates to understanding economic and capital markets
Preparing and customization of client portfolio reports and various management reporting
Actively share knowledge and experience to enhance the development of all team members
Provide centralized portfolio management services by:
Contribute to the effective functioning of the Centralized Portfolio Management team by:
Ensure compliance with all regulatory requirements, firm policies and accuracy of trading activities
Operations Analyst Jobs
By City of Calgary At Calgary, Alberta, Canada
Experience with Excel spreadsheet management, FSCM, and APWorkflow are required.
Input, validate and report to the Lead, the costs incurred by business unit customers and coordinate cost recovery through Finance
Create requisitions, purchase orders and coordinate project requirements of Supply and other Business Units as necessary.
Experience with SAP Business Objects (or equivalent) is an asset.
Experience in developing and tracking key performance indicators is an asset.
Procurement experience including creating and managing requisitions is an asset.
Operations Analyst Jobs
By Hays At Waterloo, Ontario, Canada
What you'll need to succeed
What you need to do next
Apply now or share an updated CV to [email protected] for a quick chat!
Operations Analyst Jobs
By Hays At Waterloo, Ontario, Canada
Project Management/ Project Coordinator experience would be an asset.
Manage the chat queue and ensure timely resolution of customer questions/ issues.
Perform other duties as assigned by the manager.
1 – 2 years’ experience working in a software company, ideally within a renewal’s organization
6 months – 1 years’ experience working in Customer Server/ Call Center
Exceptional English communication both written and verbal skills

Are you looking for an exciting opportunity to use your analytical skills to drive operational excellence? We are looking for a Portfolio Operations Analyst to join our team and help us manage our portfolio of investments. You will be responsible for analyzing financial data, developing strategies to optimize performance, and providing insights to help us make informed decisions. If you are a detail-oriented problem solver with a passion for finance, this is the perfect job for you!

Overview A Portfolio Operations Analyst is responsible for managing and overseeing the operational aspects of a portfolio of investments. This includes monitoring the performance of investments, ensuring compliance with regulations, and providing support to portfolio managers. The analyst is also responsible for developing and maintaining relationships with external partners, such as brokers, custodians, and other service providers. Detailed Job Description A Portfolio Operations Analyst is responsible for managing and overseeing the operational aspects of a portfolio of investments. This includes monitoring the performance of investments, ensuring compliance with regulations, and providing support to portfolio managers. The analyst is also responsible for developing and maintaining relationships with external partners, such as brokers, custodians, and other service providers. The analyst is responsible for ensuring that all transactions are executed in a timely and accurate manner, and that all necessary documentation is completed. The analyst is also responsible for providing timely and accurate reports to management and other stakeholders. Job Skills Required
• Knowledge of financial markets and investment products
• Knowledge of portfolio management and operations
• Excellent analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to manage multiple tasks and prioritize work
• Ability to work under pressure and meet deadlines
• Proficiency in Microsoft Office applications
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Relevant professional experience in portfolio operations
• Professional certification such as CFA or CFP is preferred
Job Knowledge
• Knowledge of financial markets and investment products
• Knowledge of portfolio management and operations
• Knowledge of regulatory and compliance requirements
• Knowledge of financial analysis and reporting
Job Experience
• At least two years of experience in portfolio operations
• Experience in developing and maintaining relationships with external partners
• Experience in providing support to portfolio managers
Job Responsibilities
• Monitor the performance of investments and ensure compliance with regulations
• Develop and maintain relationships with external partners
• Execute transactions in a timely and accurate manner
• Provide timely and accurate reports to management and other stakeholders
• Assist portfolio managers in making investment decisions
• Analyze financial data and provide recommendations
• Monitor market trends and identify potential opportunities
• Ensure compliance with internal policies and procedures