Elevate your career with Sacha as a Portfolio & Fund Operations Manager. Be instrumental in managing investments while ensuring compliance and data integrity in a hybrid work environment.

This role focuses on overseeing the loan and investment portfolio, ensuring all operations run smoothly. The ideal candidate will have solid financial analysis skills and experience in investment management, playing a crucial role in strategic decision-making. Collaborate closely with the Sacha team, clients, and stakeholders to foster relationships and improve portfolio management processes continuously.

Key Responsibilities:
• Monitor compliance and performance of loan and investment portfolios
• Maintain accurate records of investment agreements and documents




• Review financial reporting from borrowers and investees
• Facilitate communication with clients regarding obligations
• Develop analytics dashboards for portfolio insights

Requirements:
• Minimum 2 years in finance, business admin, or accounting
• Advanced Excel skills; knowledge of portfolio management systems
• Experience with commercial lending documentation
• Familiarity with Canadian mortgage regulations
• Strong organizational and communication skills

Contribute to Sacha's mission for positive impact through your expertise in portfolio management and analytics.
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📌 Portfolio & Fund Operations Manager at Sacha (British Columbia)
🏢 Chartered Professional Accountants of British Columbia
📍 British Columbia