Portfolio Analyst - Toronto, Canada - IG Wealth Management

IG Wealth Management

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Division:
IGM Technology
IGM Financial Inc.

is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.

The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.

Its activities are carried out principally through IG Wealth Management and Mackenzie Investments

Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we're IG Wealth Management.

For over 90 years of business, we have grown to become one of the largest most respected companies in Canada.

We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.

At IG Wealth Management, our vision is to inspire financial confidence.

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally.
We are proud to be recognized as one of Canada's Top Employers by Mediacorp Canada Inc.

for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential.

You will join a team that strives towards excellence while developing and sharing skills and knowledge.

You can make a difference for our clients, the world around us and be part of a team that cares.

We are dedicated to offering a hybrid work environment when applicable.

DEPARTMENT SUMMARY
The Enterprise Project Management Office (EPMO) is a key partner in the delivery of change throughout IGM Financial.

We deliver value by providing services related to Project/Program Management and Delivery, Data Analytics and Reporting, Portfolio Management, and Intake Management.

Our mandate is to deliver seamless execution of change initiatives into the IGM organization through the adoption of an end-to-end project/program management methodology and governance.

The team is also accountable for actively managing the portfolio of initiatives (existing and new) that draw upon delivery resources across the COO organization with a focus on raising key indicators relative to human and financial resource capacity.

The team works in close partnership with other IGM shared services, IGM Corporate Operations division leaders and business leaders to deliver sustainable change and information to ensure optimization of limited resources to achieve our strategic objectives.

***Reporting to the Director, Portfolio Management, the Portfolio Analyst will be responsible for providing day-to-day execution support towards the effective and timely monitoring and management of the initiative portfolio. In this role, you will be accountable for maintaining and communicating the portfolio management processes and practices across the organization and supporting critical portfolio governance activities.

KEY ACCOUNTABILITIES

Provide ongoing support to the Portfolio Management team and wider EPMO including data analysis and coordination and development of executive level presentation materials needed for discussions focused on optimizing the delivery of our initiative portfolio
Manage the creation of content for executive meetings to facilitate decision making and tracking actions and follow ups; identify and develop key metrics and produce regular reporting
Manage and facilitate training key stakeholders and users on the portfolio management system and associated processes
Communicate updates across the organization providing timely, concise information
Develop and maintain portfolio management processes and procedures; document and develop easytouse guidelines and procedures for Project Managers, Assistant Project Managers, and other key stakeholders
Maintain and develop suite of portfolio management reporting utilizing various reporting tools including Excel, Power BI and Power Query.
Identify opportunities to streamline and automate exiting portfolio management processes
Maintain currency with portfolio management best practices and identify and implement opportunities for improvement
Proactive monitoring, followup and organization of communication and updates tied to project portfolio management (status reporting, financials, resourcing)
Ensure currency and accuracy of project timekeeping, financials, resourcing plans across IGM systems as needed relative to plan, actuals and forecasts
Responsible for the administration of the PPM tool (MS Project Online), including setup, troubleshooting, administration and liaising with vendor

QUALIFICATIONS