Manage the monthly PM supervision fee billing process by providing invoicing data to the Programs ... Currently registered as Associate Portfolio Manager or Portfolio Manager with a securities ...
Manage the monthly PM supervision fee billing process by providing invoicing data to the Programs ... Currently registered as Associate Portfolio Manager or Portfolio Manager with a securities ...
We are currently seeking a Financial Operations Fee Processing Associate. In this role, the ... This position involves managing and processing financial transactions, specifically focusing on ...
We are currently seeking a Financial Operations Fee Processing Associate. In this role, the ... This position involves managing and processing financial transactions, specifically focusing on ...
The Sell in & B2B Customer Service associate will be managing customers inquiries, process orders, delivery documents and invoicing accurately following the order management procedure to meet the ...
Quick apply
The Sell in & B2B Customer Service associate will be managing customers inquiries, process orders, delivery documents and invoicing accurately following the order management procedure to meet the ...
Associate Manager, Marketing Services
Toronto, ON · On-site
CA$64K - CA$106K/yr
The Associate Manager, Marketing Services is responsible for leading and executing POP advertising ... Own the monthly planogram process, ensuring retailers have clear direction on signage installation ...
Associate Manager, Marketing Services
Toronto, ON · On-site
CA$64K - CA$106K/yr
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Toronto, ON · Hybrid
CA$73K - CA$83K/yr
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Associate Brand Manager
Toronto, ON · Hybrid
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Toronto, ON · On-site
CA$70K - CA$80K/yr
The Opportunity PICTON Investments is presently seeking a motivated Associate Product Manager to ... Execute the manager research and due diligence process to maintain existing business and win new ...
Associate Product Manager (Investments)
Toronto, ON · On-site
CA$70K - CA$80K/yr
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The RTR Product Associate role will report to the Group Product Manager, Leader, RTR, and work ... Support continuous improvement by identifying process gaps, data quality issues, and opportunities ...
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Toronto, ON · On-site
CA$60K - CA$75K/yr
The Role As Statflo's Associate Product Manager, you'll be a key member of the Product team ... Team-building and social events Interview Process * 30-minute phone screen with our recruiter * 55 ...
Associate Product Manager
Toronto, ON · On-site
CA$60K - CA$75K/yr
The Role As Statflo's Associate Product Manager, you'll be a key member of the Product team ... Team-building and social events Interview Process * 30-minute phone screen with our recruiter * 55 ...
Associate Brand Manager
Toronto, ON · On-site +1
As the Associate Brand Manager, you will have the opportunity to ignite growth in an ... Identify gaps in business processes and lead new process development to drive efficiency and create ...
Quick apply
Associate Brand Manager
Toronto, ON · On-site +1
As the Associate Brand Manager, you will have the opportunity to ignite growth in an ... Identify gaps in business processes and lead new process development to drive efficiency and create ...
Associate Brand Manager
Toronto, ON · On-site +1
As the Associate Brand Manager, you will have the opportunity to ignite growth in an ... Identify gaps in business processes and lead new process development to drive efficiency and create ...
Associate Brand Manager
Toronto, ON · On-site +1
As the Associate Brand Manager, you will have the opportunity to ignite growth in an ... Identify gaps in business processes and lead new process development to drive efficiency and create ...
Associate Brand Manager
Toronto, ON · On-site +1
As the Associate Brand Manager, you will have the opportunity to ignite growth in an ... Identify gaps in business processes and lead new process development to drive efficiency and create ...
Associate Brand Manager
Toronto, ON · On-site +1
As the Associate Brand Manager, you will have the opportunity to ignite growth in an ... Identify gaps in business processes and lead new process development to drive efficiency and create ...
Associate Brand Manager
Toronto, ON · On-site +1
As the Associate Brand Manager, you will have the opportunity to ignite growth in an ... Identify gaps in business processes and lead new process development to drive efficiency and create ...
Associate Brand Manager
Toronto, ON · On-site +1
As the Associate Brand Manager, you will have the opportunity to ignite growth in an ... Identify gaps in business processes and lead new process development to drive efficiency and create ...
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ASSOCIATE PROJECT MANAGER
Toronto, ON · On-site
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New
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... processing of in-store donations. Location of the position will be at 1225 Kennedy Road, Unit D1 ... Supervises a team of Sales Associates of different level: responsible for hiring, terminating or ...
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... the Associate Project Manager will be responsible for planning and overseeing the end-to-end ... We are committed to maintaining a barrier-free recruitment process by providing equal employment ...
... the Associate Project Manager will be responsible for planning and overseeing the end-to-end ... We are committed to maintaining a barrier-free recruitment process by providing equal employment ...
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CA$84K - CA$134K/yr
Overview As the PFC Brand Finance Assoc Manager, you will be responsible for partnering with our ... PepsiCo may use Artificial Intelligence as part of its hiring process. Specifically, we may use AI ...
Brand Finance Assoc Manager - Foods
CA$84K - CA$134K/yr
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Toronto, ON · On-site
CA$42K - CA$71K/yr
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Toronto, ON · On-site
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Associate Account Manager, Advanced Wound Management (Montreal, Quebec - Canada) Life Unlimited. At ... process to enhance the Smith & Nephew Brand and Image. * Coordinates and liaises with Account ...
Associate Process Manager information
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What are the key skills and qualifications needed to thrive as an associate process manager, and why are they important?
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Full-time
Retirement, PTO
Posted 6 days ago
Job description
Build the future with us
The Associate Portfolio Manager / Analyst will support multiasset trading, research, and portfolio management, executing trades, analyzing securities and alternative strategies, reviewing OMs, and contributing to portfolio construction, rebalancing, and performance/risk analysis. The role also works within the PM Program to support and evaluate iAPW's Portfolio Managers and APMs, providing highquality analytical insights and operational support across mandates.
What you'll accomplish with us?
PM Pools
Assist the Portfolio Manager in trading activity :
movements/net cash flows (redemptions and contributions, distributions, if any). Trade execution for PM pools, legacy SMA models
Conduct security research and evaluate managers/strategies.
Review Offering Memorandums and assessing alternative strategies' structure, risks, and return drivers.
Multiasset portfolio construction, rebalancing, and implementing from PM directives.
Conduct performance attribution, risk metrics analysis, and portfolio diagnostics.
Provide trade execution, order management, and maintaining accurate portfolio positioning.
Produce clear, concise investment reports, analytics, and recommendations for PMs.
Lead the development, review, and documentation of PM Pool KYP assessments in alignment with program standards.
PM Program
Respond to daily inquires from advisors
Assist the Portfolio Manager with adhoc data pulls, quick-turn analyses, presentation materials. Prepare, proof, and format documents, briefs, and presentations. Draft emails, circulate updates, and drive stakeholder followups to closure. Draft and distribute concise updates, meeting notes, and action summaries
Coordinate the Managed Account Committee agenda, applications and overall PM onboarding process
Manage the monthly PM supervision fee billing process by providing invoicing data to the Programs and Platforms Manager.
Supervision of the firm's APMs
Assess and report on the firm's Portfolio Managers' performance, including evaluation of returns, risk profiles, consistency of process, and adherence to mandate expectations.
What could accelerate your success in this role
We're looking for someone who:
Currently registered as Associate Portfolio Manager or Portfolio Manager with a securities regulator
Very strong investment acumen and understanding of portfolio construction principles
Experience in portfolio allocation, portfolio rebalancing, trade execution and reconciliation
Good knowledge of alternative investments (real estate, private equity, private debt, etc.)
Strong understanding of the Canadian full-service wealth management space
Undergraduate or graduate degree in finance or related fields
CFA or CIM designation
Must be fluent in English and French to communicate with advisors across the country
Strong technical skills in Excel, Bloomberg/FactSet (or equivalents), and portfolio analytics tools.
Excellent communication, attention to detail, and ability to operate in a fastpaced PM environment.
Intermediate proficiency in French, due to frequent interactions with French-speaking internal and external partners across Canada.
Why you'll love working with us?
A work environment where learning and development merge with a collective pursuit of excellence;
A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;
Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!
Apply now and get ahead of your career, where your talent really belongs!
Still unsure about applying?
At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply - your place might be with us, and we want to get to know you!
The typical hiring range for this position is between 110,000$ and 120,000$ CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.
Location(s)Montreal / 1981 McGill College AvenueOther Possible Location(s)Toronto / 26 Wellington Street EastCompanyiA Private Wealth Inc.Posting End Date2026-10-02Company Overview
iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we're a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it's by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we're invested in you.
* iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privee de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rheaume et associes, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto Our Commitment to Diversity and InclusionAt iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.