Supervisor, Portfolio Administration

Montreal - Quebec

Permanent

Banking

Added on 02/16/2012

About the company
Our client manages institutional money and private wealth for their clients.

Job description
Under the supervision of the Director, Operations and Information Technology, the Supervisor, Portfolio Administration, will manage the
Portfolio Administrators within the team and oversee operational functions related to Portfolio Administration (regulation, reconciliation,
problem solving, etc). In collaboration with team members, the incumbent elaborates and implements continuous improvement
initiatives in relation to systems, processes, & business processes.
As part of his duties, the incumbent will be assigned the following responsibilities:

Operational Efficiency
• Monitor all internal and external (custodians and brokers) requests
• Monitor key daily activities ensuring accuracy and best practices are being followed
• Liaise with custodians, brokers and internal departments to ensure the timely execution of department functions
• Develop and maintain business relationships with external service providers
• Accomplish NI 24-101 transaction matching objectives, including preparation of monthly management reports
• Review business processes to improve efficiencies, reduce costs and mitigate risks
• Play a leading role in defining and implementing continuous process improvements of the department’s policies and procedures

Systems Maintenance
• Ensure the accuracy and the quality of information in systems and client records
• Maintain and support all databases and systems used by the department including portfolio setup and closing
• Participate in the testing and implementation of operational enhancements and special projects

Human Resource Management
• Ensure the day-to day supervision of the Portfolio Administrators and guide them on resolving problems/issues
• Develop and coach employees in order to enhance the operational efficiency of the department (i.e. strategic objectives,
performance evaluation, training and coaching)

Who we are looking for
Bachelor’s degree in Business Administration, Commerce or related field
• Enrollment or completion of IFIC/ CSC is an asset
• Minimum five years of relevant experience in the administration of securities
• Previous supervisory experience is an asset
• Demonstrated analytical and problem resolution skills
• Proven initiative and continuous process improvement mindset
• Superior time management skills, multitasking skills, and the ability to prioritize tasks with minimal supervision
• Ability to foster a positive work climate characterized by a high degree of team collaboration
• Strong aptitude for employee coaching and development
• Strong leadership and team management skills
• Effective communication and interpersonal skills
• Superior communications skills in French and English (verbal and written)
• Proficient knowledge of Pacer, SSCNet, Recon, Bloomberg, Cashman, etc…
• Proficient knowledge of Microsoft Excel and Word

What's on offer
Competitive salary + Bonus + benefits + vacation

Michael Page Contact
For further info, apply or phone on 514-228-1438.
Your application will be sent to Jordan Sztern with the reference U6JS1233559 .
Reference: U6JS1233559

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