CI Financial Corp.
Dynamic Portfolio Operations Manager
Job Description
Drive operational excellence as a Portfolio Operations Manager. Ensure seamless support for front-middle office functions while optimizing workflow processes in a collaborative setting.
In this role, you'll leverage your 3+ years of experience in portfolio operations to support investment applications and engage with various teams. Your responsibilities will include documenting processes, ensuring high client satisfaction, and managing testing activities effectively. This position will also involve assisting in the launch of a new middle office platform and strengthening relationships with industry partners.
Key Responsibilities:
• Provide high-quality support for portfolio management applications
• Collaborate across teams to define and document workflows
• Monitor and assist in implementing the new middle office platform
• Maintain exceptional client satisfaction through proactive engagement
• Conduct testing and track project deliverable statuses
Requirements...
In this role, you'll leverage your 3+ years of experience in portfolio operations to support investment applications and engage with various teams. Your responsibilities will include documenting processes, ensuring high client satisfaction, and managing testing activities effectively. This position will also involve assisting in the launch of a new middle office platform and strengthening relationships with industry partners.
Key Responsibilities:
• Provide high-quality support for portfolio management applications
• Collaborate across teams to define and document workflows
• Monitor and assist in implementing the new middle office platform
• Maintain exceptional client satisfaction through proactive engagement
• Conduct testing and track project deliverable statuses
Requirements...