57 Investment Strategy jobs in Canada

Digital Portfolio Management Lead

Markham, Ontario Astellas Pharma

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Job Description

**Astellas Canada - Digital Portfolio Management Lead**
At Astellas, we strive to become a cutting-edge, value-driven life science innovator. This means working at the forefront of healthcare change to turn innovative science into VALUE for patients.
**What sets us apart is our focus on patients, our pioneering innovation, our collaborative culture, and the passion of our talented people.**
Making a positive impact on patients' lives is the purpose behind everything we do. At Astellas, we are relentless in our pursuit of scientific progress and in tackling unmet medical needs, demonstrated by our legacy in oncology, overactive bladder and transplant and our impressive pipeline in women's health, blindness and regeneration, genetic regulation, immuno-oncology, mitochondria and targeted protein degradation.
**About Us:**
We are a global pharmaceutical company headquartered in Japan, with a team of more than 14,000 managing operations in approximately 70 countries around the world. We are in the Top 30 global biopharma company based on global revenues and are predicted to be one of the Top 10 Cancer Drug Makers of 2024 by Fierce Pharma.
**In Canada, we are growing to meet the exciting opportunities realized by our legacy brands and rich pipeline of innovative treatments.**
We are looking for candidates who will thrive in our entrepreneurial and empowering environment where talent and leadership flourish. Do your values align with our Astellas Way - patient focus, ownership, results, openness and integrity? Then we would love to hear from you.
From the first day in role, everyone at Astellas has a responsibility for creating a brighter future for patients around the world. We nurture exceptional relationships with our employees to allow them to thrive, foster innovation, and deliver exceptional business results. We work to create a culture where our people feel empowered to pursue brave ideas and ambitious outcomes, to have the confidence to be accountable for a higher standard of performance and embody a competitive and solutions-oriented mindset.
**Our expertise, science and technology make us a pharma company. Our open and diverse culture is what makes us uniquely Astellas.**
Astellas Pharma Canada (APCA) is currently searching for a Digital Portfolio Management Lead.
**Description**
As a member of the Digital Strategy & Portfolio Management chapter of the Office of the Chief Digital & Technology Officer, you will play a crucial role in supporting the Agile portfolio management activities and overseeing Azure DevOps (ADO) design and configuration decisions. You will contribute to advancing our agile model, fostering a collaborative, and improvement-driven culture
This role is ideal for someone who can bridge portfolio oversight with technical systems knowledge, supporting leaders in understanding and planning while also ensuring ADO runs smoothly and effectively at scale.
**Essential Job Duties**
+ **Agile Portfolio Oversight & Governance:** Support the development and execution of an agile digital portfolio management approach that aligns with the organization's strategic vision and business goals.
+ **Agile Work Management Tools:** Act as the system owner for Azure DevOps (ADO). Design, implement and govern ADO structures, dashboards and processes to meet evolving business needs. Identify and drive improvements, efficiencies, and automations. Ensure data integrity and consistency to support planning and reporting. Provide training and coordinate support for users. Support other tools as needed.
+ **Agile Governance and Collaborative Frameworks:** Support the portfolio governance framework that supports business objectives while allowing for flexible and rapid agile decision-making. Foster a culture of innovation and continuous improvement.
+ **Innovation and Best Practices Implementation:** Identify and evaluate opportunities to adopt new technologies and methodologies to support agile portfolio management.
+ **Data Analytics and Performance Management:** Define and produce metrics to measure the effectiveness of digital initiatives and portfolio performance. Drive visibility and alignment of delivery progress through dashboards and KPIs.
+ **Benefits Realization and Value Measurement:** Support the identification and measurement of benefits delivered by technology investments. Identify learning opportunities for the organization.
**Qualifications**
**Required**
+ Educational Background: Degree in Business Administration, Information Technology, Computer Science, Data Science, or related fields.
+ Strategic Vision and Analytical Capabilities: Outstanding strategic thinking and analytical abilities, with a strong aptitude for analyzing and reporting complex data, identifying trends, and developing innovative solutions to enhance digital portfolio performance and drive organizational growth.
+ Data Analytics and Performance Management: Define and produce metrics to measure the effectiveness of digital initiatives and portfolio performance, using data analytics to inform strategy and decision-making. Provide clear reporting and analysis to all stakeholders, promoting transparency and data-driven insights. Ensure high data quality to support data analytics and reporting.
+ Communication and Stakeholder Engagement: Proven ability to manage complex stakeholder environments. Proficient in collaborating across organizational boundaries.
+ Innovation and Best Practices Implementation: Identify and evaluate opportunities to adopt new methods and technologies to support portfolio management.
+ Adaptability and Continuous Learning: High degree of adaptability and a passion for digital innovation, with commitment to continuous learning and self-improvement in a fast-paced digital landscape. Staying abreast of emerging digital technologies and agile best practices is crucial.
**Preferred**
+ Agile Knowledge: Deep understanding and practical experience with a variety of agile methodologies (Scrum, Kanban, SAFe, LeSS). Certification in Agile Methodology (e.g., Certified Scrum Master, SAFe Agilist, PMI-ACP, etc.) are highly desirable.
+ Experience managing an Agile work management tool (e.g. Jira, Azure DevOps, Asana); practical experience of Process design, integration with other systems, experience with Microsoft APIs. One or more ADO certifications.
+ Funding Decisions and Financial Forecasting: Understanding of managerial accounting processes, financial forecasting and their relationship to portfolio management.
**Working Environment**
+ This position is remote and is based in Canada
+ At Astellas we recognize the importance of work/life balance, and we are proud to offer a hybrid working solution allowing time to connect with colleagues at the office with the flexibility to also work from home. We believe this will optimize the most productive work environment for all employees to succeed and deliver. Hybrid work from certain locations may be permitted in accordance with Astellas' Responsible Flexibility Guidelines.
**Additional Information**
Astellas Pharma Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the hiring process.
Astellas Pharma Canada requires full Vaccination against COVID-19 as a condition of employment. Reasonable accommodation to this policy may be granted for a valid accommodation request under human rights legislation.
*LI-CH1
Category PlatformX
Astellas is committed to equality of opportunity in all aspects of employment.
EOE including Disability/Protected Veterans
This advertiser has chosen not to accept applicants from your region.

Client Portfolio Management Specialist

Toronto, Ontario Manulife

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Job Description

Client Portfolio Management Specialists act as representatives of Manulife Investment Management's investment teams. They are tasked with developing a thorough understanding of our investment strategies and the underlying portfolios, including general positioning, holdings, and performance attribution, as well as general market and industry knowledge. CPMs serve as a key member of our investment teams and with this knowledge are responsible for effectively positioning and communicating the Firm's capabilities, views, positions and performance to current and prospective clients, consultants, and prospects as well as internal constituencies. CPMs serve as a key interface between the Sales and Relationship Management Teams and the investment teams, addressing many client and prospective client inquiries, thereby enabling our investment teams to focus on managing our clients' assets.
**Position Responsibilities:**
+ Generates, reviews, analyzes and interprets attribution and positioning data and creates custom analyses, commentary and reports tailored to specific strategies and clients.
+ Works with Distribution, Operations/Client Service to respond to client information requests on various topics. Support all client-servicing and communication efforts.
+ Facilitate client reporting, including, writing strategy commentaries, validating portfolio characteristics and performance and ensures that all reports are completed accurately and in a timely manner.
+ Supports portfolio managers in response to internal distribution and client inquiries, including ad hoc and follow-up to prospect, client, and dealer questions.
+ Compiles analysis or data points for client/dealer meetings to support PMs.
+ Work closely with PMs in the content creation process including custom presentations, exhibits and analysis
+ Fosters and develops relationships with other departments (marketing, compliance, product, etc.)
+ Opportunity to collaborate with other CPMS to uncover innovative methods to
+ retain and grow assets
**Qualifications:**
+ Bachelor's degree in Economics, Finance or a related field; CFA and/or MBA preferred
+ Minimum of 5 years of experience in a CPM, product management, portfolio specialist, investment director or similar role, preferably within an institutional asset management organization
+ Strong asset class, strategy and market knowledge
+ Excellent interpersonal skills and ability to work with and coordinate between various groups within a global organization
+ Introductory understanding of sales & relationship management process within and asset management organization
+ Introductory knowledge of the marketplace, and trends with and the needs of both institutional and retail sales channels
+ Strong analytical skills and command of key investment management principles
+ Experience with FactSet, Bloomberg, Microsoft Office Products and Qvidian
**_When you join our team:_**
+ 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.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Referenced Salary Location**
Toronto, Ontario
**Modalidades de Trabajo**
Híbrido
**Salary range is expected to be between**
$118,000.00 CAD - $195,000.00 CAD
Si se está postulando para este puesto fuera de la ubicación principal, póngase en contacto con para conocer el rango salarial de su ubicación. El salario real variará según las condiciones locales del mercado, la geografía y los factores relacionados con el trabajo pertinentes, como conocimiento, habilidades, calificaciones, experiencia y educación/capacitación. Los empleados también tienen la oportunidad de participar en programas de incentivos y obtener una compensación de incentivos vinculada al desempeño comercial e individual.
Manulife ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de tiempo libre remunerado en Canadá incluye feriados, vacaciones, días personales y días por enfermedad, y ofrecemos la gama completa de ausencia laboral reglamentaria. Si se está postulando para este puesto en los EE. UU., póngase en contacto con para obtener más información sobre las disposiciones relativas al tiempo libre remunerado específicas de EE. UU.
This advertiser has chosen not to accept applicants from your region.

Senior Underwriter, Commercial Portfolio Management (On-Site)

New
Victoria, British Columbia NATIONAL BANK OF CANADA

Posted today

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Job Description

permanent
Attendance On-Site Job number 26860 Status: Permanent City victoria Type of Contract Permanent Country Canada Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 04-Jul-2025 Location: Victoria, British Columbia City Victoria Province/State British Columbia Area of Interest: Advisory services, Commercial banking

A career as a Senior Underwriter, Commercial Portfolio Management  in the Commercial Banking team at National Bank is to act as a credit expert and trusted advisor. This job allows you to have a positive impact on the organization through your expertise in credit underwriting, risk management, and client relationship support.


Your Job

  • Ensure timely and effective credit underwriting for new and existing borrowing clients.
  • Meet the objectives of prudent risk management, client satisfaction, and portfolio growth.
  • Realize full-service client solutions by collaborating with internal teams and leveraging financial analysis.
  • Make sure you apply sound credit structuring and risk evaluation aligned with internal and regulatory standards.
  • Influence client outcomes by acting as the primary contact for daily operations and inquiries.
  • Identify opportunities to enhance client experience and support business development.

  • Your Team

    Within the Commercial Banking sector, you are part of a team of dedicated professionals, and you report to the Manager, Commercial Portfolio Management. Our team stands out for its collaborative spirit, technical expertise, and strong client focus. We ultimately aim to offer you a supportive and engaging work environment. This notably means:

  • An onsite work setting that fosters collaboration and real-time support.
  • On-the-job learning to help you master your role.
  • Personalized training on banking solutions and advisory practices.
  • Access to colleagues with diverse expertise and backgrounds.
  • Ongoing development opportunities to support your career growth.

  • Basic Requirements

  • Min. 2+ years of underwriting experience in commercial lending.
  • Hold a Bachelor’s degree in commerce, finance, or accounting (or equivalent experience).
  • Have 3+ years of experience in business banking, commercial lending, or financial services.
  • Knowledge of credit underwriting, financial analysis, and risk management.
  • Experience in client relationship management and commercial portfolio support.
  • Strong organizational and technical skills with a desire for continuous learning.
  • Available to travel locally to support client engagement and market development.
  • #NBCBC Languages: English Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Come live your ambitions with us! Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal
    This advertiser has chosen not to accept applicants from your region.

    Senior Underwriter, Commercial Portfolio Management (On-Site)

    NATIONAL BANK OF CANADA

    Posted today

    Job Viewed

    Tap Again To Close

    Job Description

    Attendance On-Site Job number 26860 Status: Permanent City victoria Type of Contract Permanent Country Canada Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 04-Jul-2025 Location: Victoria, British Columbia City Victoria Province/State British Columbia Area of Interest: Advisory services, Commercial banking

    A career as a Senior Underwriter, Commercial Portfolio Management  in the Commercial Banking team at National Bank is to act as a credit expert and trusted advisor. This job allows you to have a positive impact on the organization through your expertise in credit underwriting, risk management, and client relationship support.


    Your Job

  • Ensure timely and effective credit underwriting for new and existing borrowing clients.
  • Meet the objectives of prudent risk management, client satisfaction, and portfolio growth.
  • Realize full-service client solutions by collaborating with internal teams and leveraging financial analysis.
  • Make sure you apply sound credit structuring and risk evaluation aligned with internal and regulatory standards.
  • Influence client outcomes by acting as the primary contact for daily operations and inquiries.
  • Identify opportunities to enhance client experience and support business development.

  • Your Team

    Within the Commercial Banking sector, you are part of a team of dedicated professionals, and you report to the Manager, Commercial Portfolio Management. Our team stands out for its collaborative spirit, technical expertise, and strong client focus. We ultimately aim to offer you a supportive and engaging work environment. This notably means:

  • An onsite work setting that fosters collaboration and real-time support.
  • On-the-job learning to help you master your role.
  • Personalized training on banking solutions and advisory practices.
  • Access to colleagues with diverse expertise and backgrounds.
  • Ongoing development opportunities to support your career growth.

  • Basic Requirements

  • Min. 2+ years of underwriting experience in commercial lending.
  • Hold a Bachelor’s degree in commerce, finance, or accounting (or equivalent experience).
  • Have 3+ years of experience in business banking, commercial lending, or financial services.
  • Knowledge of credit underwriting, financial analysis, and risk management.
  • Experience in client relationship management and commercial portfolio support.
  • Strong organizational and technical skills with a desire for continuous learning.
  • Available to travel locally to support client engagement and market development.
  • #NBCBC Languages: English Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Come live your ambitions with us! Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal
    This advertiser has chosen not to accept applicants from your region.
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