1

Portfolio Operations Manager Jobs in Calgary, AB

The Account Manager (AM) is responsible to drive growth and maximize retention of a portfolio of ... Proactively reviewing of the customer's operational plan and volume expectations to ensure they are ...

Your Role as a Multi-Unit Sales Manager Reporting to: Franchise Owner / MSO We are looking for a ... portfolio * Lead, coach and act as a resource for store level teams in day to day operational ...

Hotel Manager

Calgary, AB ยท On-site

$185 - $222/hr

... portfolio. The right candidate will oversee a large, full-service property and lead a senior team ... Provide operational leadership across all hotel departments, including F&B, Front Office ...

... Assurance Operations, managing AR and bad debt across all TELUS Business portfolios. We're seeking an experienced professional to dramatically improve our bad debt performance by driving the ...

As a Regional Maintenance Manager - Leadership Development & Site Excellence, you will deploy across a dynamic portfolio of sites to build leadership capability, drive operational excellence, and ...

New

... portfolio, reporting to the Vice President, Finance. This role will help drive financial planning ... goals with operational objectives and provide them with necessary information for business ...

This ensures operational flexibility and allows the Company to meet evolving business needs. THE GAME PLAN Everyone on our team has a part to play * Manage and retain a portfolio of High Value ...

... our execution portfolios (Fixed Plant Projects or In Situ Projects). The Project Manager is ... Suncor's Operational Excellence Management System (OEMS) and stagegate project delivery ...

... operational-ready. Rather than commissioning a single building, you'll establish the repeatable ... Establish and manage the commissioning agent (CxA) vendor strategy at the portfolio level ...

The General Manager will provide strong leadership across all aspects of operations, financial ... the operational, financial, and strategic performance of mixed-use portfolio; some industrial ...

New

The General Manager will provide strong leadership across all aspects of operations, financial ... the operational, financial, and strategic performance of mixed-use portfolio; some industrial ...

New

... operations. About the Role: We are currently hiring two Facilities Project Managers to join our Facilities Capital team, supporting a diverse portfolio of facility projects across Alberta. The ...

Showing results 41-60

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:
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.

Account Manager - Winnipeg

Bison Transport

Calgary, AB โ€ข On-site

Full-time

Re-posted 8 hours ago


Job description

Are you a motivated, high energy, customer centric individual? If you answered yes, this may be the opportunity for you! We are looking to elevate our customer experience and need strong Account Managers to support this!

The Account Manager (AM) is responsible to drive growth and maximize retention of a portfolio of assigned accounts. The AM creates demand, identifies new opportunities within their portfolio and creates solutions aligned to their customer needs. The AM acts as an advocate for their customers, driving continuous improvement and collaborating with key stakeholders at Bison to deliver on customer commitments. Account Managers will leverage their knowledge of Bison's modes, services, technologies, and process to retain and grow customers within their portfolios through the sale of diverse products and services. Account Managers will primarily engage with their customers using video, phone, or email, however in-person connections with their assigned customers are encouraged where it makes sense based on circumstantial or geographic factors.

Specific Responsibilities include:

  • Creating and expanding customer relationships across functional departments within the customer supply chain through regular customer meetings and connections.
  • Conducting regular business reviews, leveraging internal data and market intelligence to gain customer insights that aid in uncovering new opportunities for growth.
  • Negotiating rates as required for the successful onboard of new business and transactional loads and working with the customer to improve rate quality on existing business.
  • Maintaining a record of sales related activities in Bison CRM including updating contacts, recording meetings, and creating opportunities where appropriate.
  • Acting as an advocate for customers, internally conveying their customer-specific needs across the organization, to ensure proper alignment and prioritization of resources.
  • Regular review of their portfolio customer's revenue, OR and service performance results to monitor and drive account health.
  • Proactively reviewing of the customer's operational plan and volume expectations to ensure they are being adhered to by both Bison and the customer.
  • Identifies and implements process improvements and cost avoidance for Bison and the customer.
  • Understanding of rate, billing, and accessorial agreements to facilitate accurate and timely invoicing and collection practices.
  • Other duties as assigned.

Our Ideal Candidate will possess:

  • High school diploma or equivalent (bachelor's degree in a related field preferred).
  • 1-3 years proven experience in account management, sales, freight brokerage, or logistics operations.
  • Strong negotiation and communication skills with the ability to build and maintain professional relationships.
  • Excellent problem-solving abilities and the capacity to thrive in a fast-paced, deadline-driven environment.
  • Familiarity with transportation management systems (TMS) and Customer Relationship Management (CRM) technology considered an asset.
  • Proficient in using technology and software applications such as Microsoft Office Suite.
  • Strong organizational skills and attention to detail to effectively manage multiple tasks simultaneously.
  • Understanding of transportation regulations, compliance, and industry best practices.
  • Ability to work independently as well as collaboratively within a team environment.
  • Flexibility to adapt to changing priorities and willingness to go the extra mile to meet client and company needs.

This job is classified under NOC Code: 64101

Location: Winnipeg or Mississauga

#LI-Onsite


Why Bison:
Thrive in a supportive team that provides coaching and training to help develop your skills and progress your career
Dispersed work environments that promote a healthy work-life balance
Meaningful and impactful work and projects with an essential service provider
Join our engaging Wellness Program & extracurricular sports teams

About Bison:
Celebrating over 50 years in Business
Active in giving back through Corporate Social Responsibility and Charitable Giving
Committed to environmental sustainability

Bison Transport is committed to Diversity and Inclusion in the Workplace.