25 Sep
|
Chartered Professional Accountants of British Columbia
|
Vancouver
25 Sep
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 performanceCommunicate regularly with clients about obligationsSupport investment closing processes and documentationCreate dashboards to visualize portfolio performanceAutomate processes and advance system capabilitiesRequirements:Minimum 2 years' experience in finance or related fieldStrong background in loan administration and complianceFamiliarity with Canadian mortgage lending requirementsAdvanced skills in Excel and portfolio management toolsExcellent attention to detail and communicationUse 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