Jobs
>
Winnipeg

    Fixed Income Portfolio Manager - Winnipeg, MB, Canada - Value Partners Investments Inc.

    Value Partners Investments Inc.
    Value Partners Investments Inc. Winnipeg, MB, Canada

    1 week ago

    Default job background
    Description

    Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provides discretionary investment management services to wealthy families across Canada.

    8 Billion in investment gains for clients.

    This track record of success has enabled us to become one of Canada's fastest growing companies as ranked by Profit Magazine and one of Canada's fastest growing Private Investment Counsels by Investor Economics.

    The role reports directly to and will be mentored by the Lead Investment Counsellor and is located in our Winnipeg office.

    The Portfolio Administrator is a key member of the VPIC Team who collaborates daily with Investment Counsellors, Trading, and Client Service teams to ensure the effective implementation of model portfolios and efficient flow of trading activity within client accounts.

    The Portfolio Administrator assists the Investment Counsellor Team with the implementation of dollar cost average and tax selling strategies, works cross-functionally to ensure Know-Your-Client (KYC) and offside accounts processes are managed proactively and in accordance with VPIC policy, and supports the growth of the business by providing recommendations for, and participating in, continuous improvement initiatives across the range of portfolio administration functions.

    In collaboration with Investment Counsellor (IC), Client Service, and Trading teams, oversee and monitor the portfolio implementation workflow end-to-end to ensure incoming assets, deposits, transfers-in to new and existing client accounts are handled accurately and in a timely manner
    Work closely with IC and Trading Teams to track and execute portfolio transition plans based on Investment Counsellor instruction, and communicate proactively when trading instructions are needed
    Assist the Investment Counsellor Team with account adjustments as required
    Transition new client accounts to VPIC recommended portfolios
    providing analysis and guidance for reallocating or adjusting client accounts for deposits, withdrawals, or other transactions

    Administration of Model Portfolios, Dollar-Cost-Average (DCA) Strategies, and Tax Loss Selling
    Work with ICs, Trading Team, and VPIC Asset Allocation Committee to ensure the effective and efficient administration of VPIC Model Portfolios via client listings, CRM, and portfolio management systems
    Oversee the administration of ongoing DCA strategies and plans, ensuring changes are coordinated between Investment Counsellor and Trading Teams
    Monitor and provide recommendations regarding accounts and securities to consider for tax loss selling purposes, ensure tax loss selling and pair trades are executed, and tax loss strategies are unwound in a timely manner
    Proactively manage account cash balances, conduct regular reviews and analysis of cash holdings, and report ongoing status of cash balances to IC and Trading Teams
    Collaborate across VPIC Operations and Compliance to manage the offside account process ensuring accounts are in good order per client Investment Policy Statements
    Work with Investment Counsellor Team to ensure KYCs are updated through client meetings or other means per VPIC policy
    Work collaboratively with VPIC Operations, Investment Counsellors, Trading, and IT to assist in ongoing process improvement across the range of portfolio administration functions
    Determine business process requirements, provide guidance on technical changes, and assist in defining and building out business needs and exception reporting

    Undergraduate degree in Commerce, Business Administration, Economics, or related discipline
    Related experience in an investment or financial services environment, knowledge of the Canadian Securities industry is preferred
    Technical Knowledge
    Advanced proficiency in

    Microsoft Office:
    Excel, PowerPoint, Word, Teams, Outlook
    Working knowledge of Salesforce, PM software, and advisor operating systems are an asset
    Technical fluency with the ability to learn and adapt to new technology effectively
    Ability to communicate clearly and concisely, verbally and in writing, to ensure effective interaction with key stakeholders (internal and external) to manage, inform and influence successful outcomes
    Ability to be flexible in one's approach to established plans based on emerging needs
    Entrepreneurial spirit with a creative outlook and resourceful nature
  • Manitoba Government

    Portfolio Manager

    1 week ago

    Manitoba Government Winnipeg, Canada

    **Portfolio Manager**: · XO3 Administrative Officer · Regular/full-time · Housing, Addictions and Homelessness · Portfolio Management, Manitoba Housing · Winnipeg MB · Advertisement Number: 42743 · Salary(s): XO3 $63, $81,648.00 per year · Closing Date: May 31, 2024 · The Manitob ...

  • BMO Financial Group

    Portfolio Manager

    3 days ago

    BMO Financial Group Winnipeg, Canada

    201 Portage Avenue Winnipeg Manitoba,R3B 3K6 · Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness ...

  • Canada Life Assurance Company

    Manager Portfolio Management

    4 days ago

    Canada Life Assurance Company Winnipeg, Canada

    Manager Portfolio Management & Governance · **Description: · - Permanent Full Time- We are hiring a **Manager Portfolio Management & Governance.** · - Investment Technology is seeking a Manager, Portfolio Management & Governance to join our team. The position is new to the area, ...

  • Cargill

    Strategy Portfolio Manager

    1 week ago

    Cargill Winnipeg, Canada

    Want to build a stronger, more sustainable future and cultivate your career? Join Cargill's global team of 155,000 employees who are committed to safe, responsible and sustainable ways to nourish the world. This position is in Cargill's agricultural supply chain business, where w ...

  • Manitoba Government

    Service Portfolio Manager

    1 week ago

    Manitoba Government Winnipeg, Canada

    **Service Portfolio Manager**: · MB3 Management Analyst 3 · Regular/full-time · Health, Seniors and Long Term Care · Information Management and Analytics, Performance and Oversight · Winnipeg MB · Advertisement Number: 42041 · Salary(s): MB3 $74, $94,755.00 per year · Closing Dat ...

  • CBI Health

    Manager, Residential Portfolio

    1 week ago

    CBI Health Winnipeg, Canada

    **Manager, Residential Portfolio** · CBI Health is Canada's leading community healthcare provider, and our passionate team is at the heart of what we do. Every day, our 13,000 staff make a meaningful difference in our clients' lives as we live the core values that define us: hear ...

  • GWL Realty Advisors

    Manager, Portfolio Reporting

    1 week ago

    GWL Realty Advisors Winnipeg, Canada

    **About GWL Realty Advisors**: · GWLRA is a leader in both the commercial and multi-residential real estate industries. Driven by our values of Integrity, Ambition, Creativity, and Empathy, our vision is to be a sustainable company known for exceptional real estate management, tr ...

  • Manitoba Public Insurance

    Strategy Portfolio Manager

    1 week ago

    Manitoba Public Insurance Winnipeg, Canada

    Overview: · As the Strategy Portfolio Manager, you are a strategic advisor to the business units you support and have the opportunity to contribute to MPI's transformation by assisting in all corporate and divisional planning activities. As a customer-centric, results oriented se ...

  • CWB Financial Group

    Avp, Commercial Portfolio Management

    5 days ago

    CWB Financial Group Winnipeg, Canada

    At · CWB · , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: · - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as i ...

  • Bank of Montreal

    Portfolio Manager

    3 hours ago

    Bank of Montreal Winnipeg, Canada

    Portfolio Manager - Treasury & Payment Solutions page is loaded · Portfolio Manager - Treasury & Payment Solutions · Apply locations Winnipeg, MB, CAN time type Full time posted on Posted 2 Days Ago job requisition id R Application Deadline: · 06/23/2024 Address: · 201 Portag ...

  • Bank of Montreal

    Portfolio Manager

    1 week ago

    Bank of Montreal Winnipeg, MB, Canada

    Portfolio Manager - Treasury & Payment Solutions page is loaded · Portfolio Manager - Treasury & Payment Solutions · Apply locations Winnipeg, MB, CAN time type Full time posted on Posted 2 Days Ago job requisition id R Application Deadline: · 06/23/2024 Address: · 201 Porta ...

  • Manitoba Government

    Portfolio Manager

    6 days ago

    Manitoba Government Winnipeg, Canada Regular/Full time

    Introduction · The Department of Housing, Addictions and Homelessness is organized into several divisions that are responsible for a wide range of programs and services that are delivered by the department, or by community-based partner organizations. Manitoba Housing provides a ...

  • BMO

    Portfolio Manager

    6 days ago

    BMO Winnipeg, Canada Full time

    Application Deadline: · 06/23/2024 · Address: · 201 Portage Avenue · Job Family Group: · Commercial Sales & Service · Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk man ...

  • BMO

    Portfolio Manager

    6 days ago

    BMO Winnipeg, Canada Full time

    Application Deadline: · 06/23/2024 Address: · 201 Portage Avenue Job Family Group: · Commercial Sales & Service Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management ...

  • Manitoba Hydro

    Enterprise Portfolio Optimization and Benefits Lead

    2 days ago

    Manitoba Hydro Winnipeg, Canada

    **ENTERPRISE PORTFOLIO OPTIMIZATION AND BENEFITS LEAD (TERM)** · **WINNIPEG, MB** · Manitoba Hydro is consistently recognized as one of Manitoba's Top Employers · **_ Great Benefits_** · - Competitive salary and benefits package. · - Defined-benefit pension plan. · - Nine-day wor ...

  • NAPA Auto Parts

    Project Manager, Epmo

    1 week ago

    NAPA Auto Parts Winnipeg, Canada

    Company Description · UAP's Strategy & Growth team is a collaborative, high-performing and inclusive group responsible for maximizing value through optimization, growth and transformation, empowering the organization to think innovatively and differently through trusted strategic ...

  • Value Partners Investments

    Investment Counsellor

    1 week ago

    Value Partners Investments Winnipeg, Canada

    Company Description · Reporting to the Lead Investment Counsellor, the primary focus of the Investment Counsellor is to serve as trusted advisor for VPIC High-Net-Worth families, prospective clients, and advisors who have referred clients to our platform. The Investment Counsello ...

  • Paladin Security

    Security Programs Manager

    1 week ago

    Paladin Security Winnipeg, Canada

    Security Programs Manager · **ABOUT US** · **POSITION OVERVIEW**: · This position is responsible for managing a large critical infrastructure client and all aspects of Paladin business within that portfolio. This includes not only being a tiered point of client contact, but also ...

  • Manitoba Government

    Project Consultant

    1 week ago

    Manitoba Government Winnipeg, Canada

    **Project Consultant**: · P5 Professional Officer · TerM/Full-time · (with the possibility of becoming Regular) · Manitoba Public Service Commission · Strategic Innovation Branch · Winnipeg MB · Advertisement Number: 41199 · Salary(s): P5 $68, $83,407.00 per year · Closing Date: ...

  • Paladin Security

    Client Service Manager

    1 week ago

    Paladin Security Winnipeg, Canada

    Client Service Manager · GENERAL DUTIES & RESPONSIBILITIES: · - Assist in the development of short and long range goals and objectives · - Develops, implements and maintains the security program for Paladin's contracts. · - Takes ownership of staff and client issues and supports ...