Portfolio Manager Jobs in Oakville
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Search Results - Portfolio Manager Jobs in Oakville
Pivotal Integrated HR Solutions-Oakville
We’re hiring a Portfolio Implementation Associate to join a respected wealth management firm focused on long-term client success through planning-led investment strategies.
This is a non-client facing, back-office role ideal for professionals who...
Capital Markets Advisors LLC-Oakville
Markets-Advisors (CMA) is a boutique staffing and consultancy firm. Our growing client, a global Wealth, Portfolio Management firm, has multiple full-time VP RETAIL WEALTH CANADA
These remote roles are with a large global discretionary based portfolio...
Beutel, Goodman & Company Ltd.-Oakville
Overview
The ESG Analyst will support Responsible Investing Leads in the implementation and on-going evolution of BG’s responsible investment initiatives and reporting obligations.
Key Responsibilities
• Work across portfolio management...
YZi Labs-Oakville
internally to contribute in the program; Build, nurture and expand the network with founders, talents, and investors in the ecosystem to grow together; Conduct marketing/PR activities/events to improve the brand awareness of YZi Labs; Work with a portfolio...
Aspeya-Oakville
campaigns
• Demonstrated ability in brand and product portfolio management
• Strong project management and organizational capabilities
• Experience with marketing automation systems
• Understanding of SEO/SEM principles
• Knowledge of CRM systems and email...
Luxoft-Oakville
Project Description:
Applying to the position, you may join one of the most respected and fastest growing institutional investors in the world. Our client is a professional investment management organization that globally invests the funds to ensure...
Vaco by Highspring-Oakville
About the Opportunity
Problem Resolution
• Act as the first point of contact for Portfolio Administrators and Portfolio Managers on complex issues:
• Assist the client service team with transactions flagged as being “not in good order” to ensure...
Recipe Unlimited Corporation-Oakville
we believe in doing the right thing for our people, our communities and our planet.
Reporting to the Senior Director, Real Estate & Portfolio Management, the Manager, Real Estate is responsible for sourcing, analyzing, negotiating, presenting...
Vaco by Highspring-Oakville
Track all post run statement issues to resolution.
Financial Data & Reconciliation:
Weekly book value reconciliation between the client’s portfolio management system and the custodian:
• Research and resolve differences for all client security...
Morgan McKinley-Oakville
8+ years of experience in wealth management operations, with deep knowledge of account administration, trading, and client reporting
• Proven experience working with custodians (e.g., NBIN), portfolio management systems (e.g., Harmony), and client...
Royal Bank of Canada-Oakville
and client-centric nature allow you to coordinate with multiple partners resulting in an exceptional client experience. Your finely honed solution-development skills, combined with your innate business acumen development, portfolio management expertise...
rbc.com -
Ontario Teachers' Pension Plan Board-Toronto, 38 km from Oakville
workstreams with portfolio companies and deal teams regarding liquidity.
Develop liquidity strategies, networks, and playbooks
What you'll need
Minimum 10 years of experience in tech investing, research, or portfolio management
Capable of formulating long...
Royal Bank of Canada-Oakville
commission.
• You have completed the Canadian Securities Course (CSC) or will prior to your start date.
• You have a passion for financial planning and a keen interest in portfolio management.
• You have strong relationship building skills and an ability...
rbc.com -
National Bank-Halifax, 1295 km from Oakville
and sales of securities, necessary transaction adjustments)
Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
Analyze, open, and update client files
Produce portfolio...
Alteris Consulting-Oakville
communication skills.
• Familiarity with project governance structures and portfolio management is an advantage.
• Experience across multiple industries such as, financial services, public sector, transit, healthcare, technology, or manufacturing is a plus.
Why...
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