27 Aug
|
Chartered Professional Accountants of British Columbia
|
Vancouver
27 Aug
Chartered Professional Accountants of British Columbia
Vancouver
Drive impactful investments as Sacha's Manager of Portfolio & Fund Operations. Manage and analyze portfolios while ensuring compliance in a meaningful, hybrid work role. This managerial position is designed for a candidate with a robust background in finance and investment portfolios.
You'll be responsible for monitoring portfolio performance, supporting regulatory compliance, and enhancing data management systems. Your collaboration with internal teams, clients, and legal advisors will be key to fostering effective investment practices. Key Responsibilities:
Monitor and document loan and investment performance
Communicate regularly with clients about obligations
Support investment closing processes and documentation
Create dashboards to visualize portfolio performance
Automate processes and advance system capabilities Requirements:
Minimum 2 years' experience in finance or related field
Solid background in loan administration and compliance
Familiarity with Canadian mortgage lending requirements
Advanced skills in Excel and portfolio management tools
Excellent attention to detail and communication Use your analytical skills and financial knowledge to enhance Sacha's operational success in portfolio management.
📌 Manager Of Portfolio & Fund Operations Vancouver
🏢 Chartered Professional Accountants of British Columbia
📍 Vancouver