Manager, Portfolio Administration & Operations
AGF Investments(4 days ago)
About this role
This role at Doherty & Associates involves supporting the operational functions of a wealth management firm, acting as a deputy to the Head of Operations, and managing various processes such as reconciliation, client reporting, and project implementation. The position requires a proactive professional with experience in operations and project management within financial services.
Required Skills
- Excel
- Power BI
- Tableau
- Portfolio Management
- Operations
- Reconciliation
- Client Reporting
- Project Management
- Financial Systems
- Wealth Management
Qualifications
- Canadian Securities Course (CSC)
- CIM or equivalent
About AGF Investments
agf.comAGF brings a disciplined approach to delivering excellence in investment management including mutual funds and ETFs. Learn more.
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