CI Financial's Portfolio Operations Lead

Take the lead in portfolio operations with CI Financial as a Portfolio Operations Lead. This onsite role focuses on application support and fostering interdepartmental collaboration to optimize processes.
In this essential role at CI Financial, you will engage in daily support for vital trading applications, driving improvements in portfolio management and compliance operations. With over three years of experience, you will lead efforts in project collaboration, high client satisfaction, and the implementation of innovative systems. Your skills will be key in tracking testing initiatives and enhancing operational workflows.
Key Responsibilities:
• Provide business support for front-middle office applications
• Collaborate with compliance and management teams on processes
• Assist in the rollout of new middle-office systems
• Maintain high levels of client satisfaction and service quality
• Develop and prioritize testing strategies for operational success
Require...