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Portfolio Operations Manager Jobs in Toronto, ON

This is an opportunity to shape the operational backbone of a high-growth marketing portfolio ... Strong working knowledge of CRM-based marketing ecosystems, including hands-on experience with ...

As a key partner with your therapeutic area team, you provide portfolio oversight and strategic ... Manage day-to-day operational elements-including IMP management, budget oversight, and key ...

Operations Manager - Buildings

Mississauga, ON ยท On-site

CA$155K - CA$195K/yr

Your Impact Starts Here Graham is actively Recruiting for an Operations Manager, Strategic Projects ... Lead a portfolio of strategic projects from preconstruction to closeout. * Oversee a Strategic ...

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Portfolio Operations Manager information

See Toronto, ON salary details

$27.7K

$84.5K

$148.4K

How much do portfolio operations manager jobs pay per year?

As of Sep 6, 2026, the average yearly pay for portfolio operations manager in Toronto, ON is $84,499.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,260.00 and $102,114.00 per year, depending on experience, location, and employer.

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 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 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.

Do portfolio operations managers get paid well?

Portfolio operations managers typically earn competitive salaries that vary based on industry, experience, and location. They often receive additional compensation such as bonuses and benefits, reflecting the importance of operational efficiency in investment or asset management firms.

What are popular job titles related to Portfolio Operations Manager jobs in Toronto, ON?

For Portfolio Operations Manager jobs in Toronto, ON, the most frequently searched job titles are:

What job categories do people searching Portfolio Operations Manager jobs in Toronto, ON look for?

The top searched job categories for Portfolio Operations Manager jobs in Toronto, ON are:

What cities near Toronto, ON are hiring for Portfolio Operations Manager jobs?

Cities near Toronto, ON with the most Portfolio Operations Manager job openings:

Infographic showing various Portfolio Operations Manager job openings in Toronto, ON as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 92% Physical, 4% Hybrid, and 4% Remote job distribution, with an average salary of $84,499 per year, or $40.6 per hour.

Analyst, Retail Portfolio Operations

Connor, Clark & Lunn Financial Group Ltd.

Toronto, ON โ€ข Hybrid

CA$68K - CA$80K/yr

Full-time

Re-posted 24 days ago


Job description

Interested in joining one of Canada's top performing asset managers?ย  We are looking for a Retailย Portfolio Operations Analystย for an existing vacancy on our Retail Portfolio Operations team. Theย Retail Portfolio Operations team is a lively and energetic group. You will have the opportunity to work and learn alongside a hardworking and dedicated team in a fun environment. The team is motivated, enjoys challenging each other, is diverse and unafraid to put in the extra work to get ahead. We rely on collaboration and are always looking to tackle the next challenge together. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.

What You Will Do
  • Maintaining and reconciling client portfolio and fund data. Including client cash, holdings and units. Plus, fund level cash flows and performance.
  • Working with external custodians, fund administrators as well as various areas within CC&L Business and Investment teams.
  • Responding to ad hoc client portfolio queries from custodians and front office.
  • Producing monthly, quarterly and annual client reports for High-Net-Worth clients.
  • Providing support to other teams on performance inquiries related to transactional data.
  • Trading pooled funds and monitoring of High-Net-Worth clients using our Custom Trade Order Management system.
  • Coordinating account transfers between various custodians.
  • Maintenance of client fee and holdings data in order to generate invoices and collect fees owed to CCL and relevant business partners.
  • Assisting with various process enhancement projects for CC&L Private Capital Ltd & CC&L Funds Inc.
What You Bring
  • Undergraduate degree in Business, Finance, Accounting, or Economics. Completion of the Canadian Securities Course is an asset.ย  Strong computer skills with advanced knowledge of MS Excel.ย  Developed knowledge of investment accounts (RRSP, TFSA, RRIF, etc.).
  • Able to continually ensure high quality output along with identifying areas for investigation.
  • Proven ability to think logically and problem solve effectively.ย  Demonstrated ability to work efficiently under pressure, dealing with changes and interruptions while maintaining strict deadlines.
  • The desire to learn processes and improve on operational efficiencies.
  • You have a collaborative spirit that helps you work well with others and you communicate effectively.
  • At least two years of related work experience, in an investment firm, bank or trust company is an asset.
The salary range for this position is $68,500 - $80,000. ย The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation for this position. Further questions may be directed to the HR team during the interview process.

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