About the Role
The Manager, Retail Portfolio Operations leads the execution and oversight of daily activities related to retail investment portfolios, ensuring operational integrity, regulatory compliance, and timely resolution of issues across systems and teams.
Responsibilities
- Lead daily operations for retail investment portfolios
- Ensure accuracy and timeliness of portfolio accounting and reporting
- Oversee trade settlement and reconciliation processes
- Monitor compliance with internal policies and external regulations
- Collaborate with investment teams to support portfolio implementation
- Manage operational risk across retail portfolio activities
- Identify and implement process improvements
- Supervise team members and support professional development
- Serve as primary contact for operational inquiries from internal stakeholders
- Coordinate with technology teams on system enhancements
- Ensure data integrity across portfolio management platforms
- Review monthly performance and accounting deliverables
- Support onboarding of new retail strategies
- Maintain documentation for operational procedures
- Respond to audit requests and support compliance reviews
- Troubleshoot system issues affecting portfolio operations
- Facilitate communication between operations, client services, and compliance teams
- Track key performance metrics for operational efficiency
- Assist in year-end reporting and tax preparation processes
- Ensure adherence to service level agreements across departments
Compensation
Competitive salary with performance-based incentives
Work Arrangement
Hybrid work model with office and remote options
Team
Part of the portfolio operations team within the investment division
About the Team
The Portfolio Operations team ensures the accurate and efficient management of investment portfolios, supporting investment professionals and clients through reliable, scalable processes.
Professional Development
Opportunities for ongoing training, leadership development, and participation in cross-functional initiatives are available to support career growth.
Not available
