Business Manager

We are seeking a highly motivated Business Manager to support an investment team. This role combines strategic coordination, project management, and executive support, playing a critical part in enabling the team to effectively deliver for clients and execute on business priorities.

The successful candidate will act as a trusted partner to the team, leveraging strong organizational awareness, business acumen, and project management expertise to drive operational efficiency and support key initiatives.

• Provide proactive, high-level support to a team of an investment team (Portfolio Managers, Client Portfolio Managers, and Analysts), enabling them to focus on investment activities and client engagement
• Act as a central point of coordination across the team, ensuring alignment on priorities, deadlines, and deliverables
• Support preparation of client materials, presentations, and reporting in partnership with the team
• Build strong relationships across internal stakeholders to facilitate communication and execution

• Lead and manage key business initiatives and projects on behalf of the team, ensuring timely and high-quality delivery
• Track deliverables, manage timelines, and coordinate across cross-functional partners (e.g., Sales, Product, Operations, Compliance)
• Monitor progress against key priorities, proactively identifying risks and resolving issues
• Prepare updates, reporting, and dashboards for leadership and team discussions
• Support business planning, pipeline tracking, and execution of strategic initiatives

• Facilitate communication between Portfolio Managers, Client Portfolio Managers, and internal/external stakeholders
• Coordinate meetings, agendas, and follow-ups for internal strategy sessions and client-related discussions
• Ensure timely follow-up on action items and commitments made by the team
• Draft and manage communications, including materials of a sensitive or confidential nature

• Manage complex calendars, meeting logistics, and travel arrangements (including international travel)
• Prepare meeting materials, capture key notes, and track decisions and next steps
• Maintain organized records, documentation, and reporting tools
• Manage expense reporting, billing follow-ups, and related administrative processes
• Identify opportunities to streamline workflows and enhance team efficiency

• Support preparation of materials for senior leadership, client reviews, and committee meetings
• Gather and analyze data to provide insights and support decision‑making
• Assist with governance, regulatory, and compliance‑related requirements as needed

• Partner with administrative teams and business stakeholders to ensure seamless support
• Contribute to cross‑functional projects and broader team initiatives
• Foster a collaborative, high‑performing team environment

• Bachelor’s degree preferred
• 7+ years of experience in business management, executive support, or operations within financial services / asset management
• Demonstrated project management experience with the ability to manage multiple priorities
• Advanced proficiency in MS Office (PowerPoint, Excel, Outlook)
• Strong understanding of investment teams, client servicing models, or portfolio management environments is an asset

• Project & Program Management
• Stakeholder Management & Influence
• Strategic Coordination
• Executive Communication
• Prioritization & Time Management
• Problem Solving & Continuous Improvement

• Prioritizing team activities, meetings, and deliverables
• Driving timelines and accountability across projects and stakeholders
• Recommending process improvements to enhance team effectiveness

• We’ll empower you to learn and grow the career you want
• We’ll recognize and support you in a flexible environment where well‑being and inclusion are more than just words
• As part of our global team, we’ll support you in shaping the future you want to see

The role being advertised is an existing vacancy.

Manu…