Portfolio Operations Manager

CI Financial supports a workplace where employees can grow and contribute meaningfully. In this role, the successful candidate will provide daily business support for front‑middle office applications, projects and workflow development that support CI’s compliance, portfolio management and portfolio operations functions.

• Work in a dynamic, fast‑paced environment to deliver high‑quality service.
• Develop strong proficiency with the investment applications used for trading and portfolio management, and provide day‑to‑day support focusing on continual improvement in dependability and operational excellence.
• Collaborate with compliance, portfolio managers, traders and operations to define the scope of new processes, projects and associated workflows.
• Assist in the implementation and support of the new middle‑office platform (ABOR, IBOR, PMAR).
• Establish, monitor and maintain high client satisfaction levels.
• Work closely with project managers, business users, QA, developers and other technology professionals to ensure project deliverables are completed on time and within budget.
• Prioritize testing tasks, scenarios and test cases and track and report on testing activities.
• Cultivate effective working relationships with CI investment management and operations, custodians, clearers, auditors, data vendors and other industry partners.

• 3+ years of related work experience in a similar role or supporting front‑office trading.
• Advanced knowledge and experience with the Charles River Order Management System and Bloomberg Data.
• Experience with investment/accounting book‑of‑record systems.
• Excellent communication and listening skills for documenting and understanding business requirements.
• Strong knowledge of front‑middle‑back‑office portfolio management practices, including fund accountants, custodians, data vendors, etc.
• Knowledge of financial markets and complex instruments.
• Advanced Excel skills and working knowledge of VBA and SQL.
• Effective time‑management and leadership skills.
• Ability to work independently and as part of a team.
• Solid conceptual and problem‑solving skills to identify issues and provide recommendations.

• Base salary range: $69,500 – $119,500, depending on experience, skills, education and budget.
• Participation in a bonus program.
• Health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave, education‑related programs, paid holidays and vacation time.
• Training reimbursement, paid professional designations, employee savings plan (ESP), corporate discount program, enhanced group benefits, parental leave, top‑up program, paid time off for volunteering.
• Many benefits subsidized or fully paid by the company.

This role follows an in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities.