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Portfolio Operations Manager Jobs in Calgary, AB

Mancal

Supervisor Building Operations

Calgary, AB · On-site

... managed to a high standard. The role is also responsible for implementing best-practice processes and protocols that support efficient and safe operations across the portfolio. We are seeking a ...

Mancal

Supervisor Building Operations

Calgary, AB · On-site

... managed to a high standard. The role is also responsible for implementing best-practice processes and protocols that support efficient and safe operations across the portfolio. We are seeking a ...

Aramark

Event Sales & Operations Manager

Calgary, AB

The Event Sales & Operations Manager owns the client relationship and the sale from initial inquiry ... Our portfolio of brands was specifically developed to address the needs of your guests and your ...

WinSport

Manager, Snow School

Calgary, AB · On-site

The Manager oversees operational readiness, instructional quality, staffing coordination, and seasonal execution across Snow School programs. Key Responsibilities Program Design and Portfolio ...

SNDL, Inc.

Store Supervisor, Operations

Calgary, AB

... management (ordering and receiving). * Verify IDs and ensure all sales follow Alberta liquor laws ... As the country's largest private-sector retailer, our portfolio includes well-known banners such as ...

York Group

Senior Building Operator

Calgary, AB · On-site

Operations Manager Position Summary The Senior Building Operator is the lead on-site operational presence for York Realty Inc.'s industrial portfolio, responsible for day-to-day building operations ...

Seequent

Sales Operations Specialist

Calgary, AB · Hybrid

The Position The Sales Operations Specialist plays a key role within our Sales Operations team ... portfolio champion for sales tools and processes, leading adoption, change management, and best ...

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Portfolio Operations Manager information

What are some typical challenges faced by a portfolio operations manager, and how can they be addressed?

Portfolio Operations Managers often encounter challenges such as aligning processes across multiple portfolio companies, ensuring timely and accurate reporting, and managing cross-functional communication. To address these, it's essential to establish clear operating procedures, leverage standardized reporting tools, and maintain regular check-ins with key stakeholders. Building strong relationships with both internal teams and portfolio company leaders helps facilitate smoother operations and quick resolution of issues.

What is the difference between Portfolio Operations Manager vs Investment Analyst?

AspectPortfolio Operations ManagerInvestment Analyst
Primary FocusOversees portfolio performance, operational efficiency, and process improvementsAnalyzes investment opportunities, market trends, and financial data
Required SkillsProject management, operational expertise, financial analysisFinancial modeling, research, data analysis
Work EnvironmentPortfolio management teams, operations departmentsResearch teams, investment firms, financial institutions
CertificationsCFP, CFA, or similar financial certifications often preferredCFA, CPA, or related certifications common

The main difference is that a Portfolio Operations Manager focuses on managing and optimizing the operational aspects of investment portfolios, ensuring efficiency and compliance. In contrast, an Investment Analyst primarily conducts research and analysis to support investment decisions. Both roles require financial expertise and certifications like CFA, but their day-to-day responsibilities and focus areas differ significantly.

What are the key skills and qualifications needed to thrive as a portfolio operations manager, and why are they important?

To thrive as a Portfolio Operations Manager, you need strong analytical skills, experience in investment operations, and a relevant degree such as finance or business. Familiarity with portfolio management systems, trade settlement platforms, and industry regulations, as well as certifications like CFA or CAIA, are commonly required. Excellent organizational skills, attention to detail, and effective communication help you manage complex processes and collaborate across teams. These skills ensure accurate portfolio administration, regulatory compliance, and smooth operational workflows within investment management firms.

What is a portfolio operations manager?

A Portfolio Operations Manager is responsible for overseeing and optimizing the day-to-day operations of investment portfolios within an organization, such as a private equity firm or asset management company. Their duties include monitoring portfolio performance, coordinating with investment teams, improving processes, and ensuring compliance with regulatory standards. They often act as a bridge between investment professionals and operational teams, helping to implement best practices and drive operational efficiency. This role requires strong analytical skills, attention to detail, and the ability to manage multiple projects simultaneously.
What job categories do people searching Portfolio Operations Manager jobs in Calgary, AB look for? The top searched job categories for Portfolio Operations Manager jobs in Calgary, AB are:
Portfolio Operations Manager jobs near you
Infographic showing various Portfolio Operations Manager job openings in Calgary, AB as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Sales Operations Manager

MacDonald Search Group

Calgary, AB • On-site, Remote

$45K - $60K/yr

Full-time

Re-posted 20 days ago

Job description

Our client is a growing transportation and logistics organization seeking a Sales Operations Manager to join their team. This role is ideal for a freight brokerage professional who enjoys developing business, building relationships, negotiating rates, and managing shipments from start to finish.
This role can be based anywhere in Alberta, Manitoba or Saskatchewan and work from a home office.
What You'll Do:
  • Generate new business opportunities and grow a portfolio of transportation customers
  • Source carriers and negotiate competitive rates for TL and LTL freight
  • Manage shipments through the full cradle-to-grave process, including booking, dispatching, tracking, and delivery
  • Build and maintain strong relationships with customers and carrier partners
  • Proactively resolve service issues and provide customers with timely shipment updates
  • Maintain accurate load information, documentation, and tracking within the TMS
  • Partner with accounting to ensure accurate billing and supporting documentation
  • Achieve performance targets related to load volume, gross margin, and customer satisfaction
What You'll Bring:
  • 2+ years of freight brokerage, 3PL, transportation sales, or logistics experience
  • Strong exisiting carrier network and relationships
  • Experience managing cradle-to-grave shipments
  • Sales, negotiation, and relationship-building skills
  • Existing book of business considered a strong asset
  • Knowledge of Canadian and/or U.S. transportation markets and carrier networks
  • Experience using load boards and Transportation Management Systems (TMS)
  • Strong organizational, communication, and problem-solving abilities
  • Ability to thrive in a fast-paced, customer-focused environment
What's In It For You:
  • Competitive compensation package with performance-based incentives
  • Flexible work from home options
  • Opportunity to make a direct impact within a growing organization
  • Collaborative and entrepreneurial team environment
  • Long-term career growth within the transportation and logistics industry
If you're a driven transportation professional who enjoys both sales and operations, we'd love to hear from you.
MacDonald Search Group is committed to building diverse, high-performing teams that reflect the Canadian employment landscape. We welcome and consider all qualified applications.