Vancouver

Manager, Institutional Portfolio Management Administration

Leith Wheeler Investment Counsel Ltd. Is an employee-owned firm, headquartered in Vancouver with offices in Calgary and Toronto. We manage over $23 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada.

We are looking for a Manager to play an instrumental role in enhancing efficiencies and supporting the Institutional Portfolio Management team, leading to increased client satisfaction. This position reports to Head of Pensions & Institutions and will be responsible to directly manage and develop two portfolio administrators (as of now). 

Job Description:

  • Lead Institutional client onboarding, account transitions, and offboarding in coordination with Portfolio Managers, Operations, Compliance, and external parties (client, custodian, consultant, administrator, etc.).
  • In conjunction with the Operations Analyst Team, manage and/or participate in projects and workflows that impact the Institutional team. Provide expertise and coordinate required data entry, implementation and testing of new processes, technologies or operating models between Institutional team and other departments.
  • Oversee Quarter-End reporting responsibilities and liaise with other groups to collect required reporting data, manage data input and generation of reports using our portfolio management accounting system.  Responsible for ensuring the team meets milestones and delivery targets while tracking any potential errors.
  • Lead special projects for the Institutional Portfolio Managers for example rollout and adoption of our Client Portal.
  • Assist the Portfolio Management team to optimize usage of the CRM.
  • Collaborate with the Compliance team to keep developing our processes to ensure client documentation is comprehensive and regularly updated.
  • Manage and develop portfolio administrators. Delegate regular work and special projects as required. Carry out performance appraisals and act as coach and mentor.
  • Evaluate Administrator utilization and explore opportunities for further responsibilities and development.
  • Continue to develop our library of best practices documenting our workflow 

Job Qualifications:

  • At least 8 years’ experience working in the financial services or related industry
  • At least 4 years’ proven experience of managing teams and projects
  • Computer skills: proficient in Excel, Word, PowerPoint, Teams and Outlook
  • High degree of comfort overseeing the redesign and implementation of changes in workflows
  • Canadian Securities course would be considered a benefit
  • Experience using Salesforce would be an added advantage

Attributes for Success:

  • Positively contributing to our Culture Blueprint: Character (Be Genuine), Connection (Build Relationships), and Commitment (Deliver Excellence)
  • Outstanding communication ability, including writing and editing skills
  • A dual passion for operational efficiency and client service
  • Attention to detail
  • Ability to manage multiple tasks and changing priorities
  • Critical thinking: ability to understand the crux of the matter
  • Ability to collaborate, influence and thrive in a team-based environment

If this role interests you, kindly email your resume at careers@leithwheeler.com.

Thank you in advance for your interest. If your profile meets our requirements, we will gladly reach out to you.