Portfolio Operations Manager at CI Financial
CI Investments Inc. • fredericton, Canada
Role Description
Enhance your career at CI Financial as a Portfolio Operations Manager. This role involves supporting applications and improving workflows in collaboration with investment teams four days a week.
CI Financial seeks an experienced Portfolio Operations Manager to ensure operational excellence in portfolio management and compliance. Your work will include providing daily support for trading applications and collaborating closely with compliance and operations staff. You’ll also help implement a new middle-office platform while ensuring high levels of client satisfaction.
Key Responsibilities:
• Support daily trading and portfolio management operations
• Collaborate with teams to define project scopes and workflows
• Implement and assist with new middle-office platform systems
• Cultivate relationships with custodians and data vendors
• Track and prioritize testing activities and project deliverables
Requirements:
• Minimum 3 years in a related operations role
...
CI Financial seeks an experienced Portfolio Operations Manager to ensure operational excellence in portfolio management and compliance. Your work will include providing daily support for trading applications and collaborating closely with compliance and operations staff. You’ll also help implement a new middle-office platform while ensuring high levels of client satisfaction.
Key Responsibilities:
• Support daily trading and portfolio management operations
• Collaborate with teams to define project scopes and workflows
• Implement and assist with new middle-office platform systems
• Cultivate relationships with custodians and data vendors
• Track and prioritize testing activities and project deliverables
Requirements:
• Minimum 3 years in a related operations role
...