Financial Portfolio Manager

**Company Overview**Wellington-Altus Financial Inc. is a top-rated investment dealer in Canada, with over $35 billion in assets under administration. Our organization consists of several subsidiaries, including Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., and Wellington-Altus Insurance Inc.We are committed to equity and diversity within...

Senior Manager, Managed Accounts SupervisionThe Role: Reporting to the Vice-President, Investments & Lead Portfolio Manager, we seek an experienced Senior Manager, Managed Accounts Supervision to oversee the activities of Portfolio Managers at Wellington-Altus Private Wealth. Key responsibilities include conducting supervision activities, managing regulatory...

Key ResponsibilitiesAdminister the MWDI loans portfolioLiaise and be the key contact for MWDI lending clientsConduct financial assessments and due diligence on loan applicationsComplete reporting on the performance of the lending portfolioThe Business Lending Manager reports directly to the MWDI Kaiwhakahaere and is based in Wellington. The role requires...

Senior Manager, Managed Accounts Supervision Job DescriptionWe are seeking an experienced Senior Manager, Managed Accounts Supervision to join our team at Wellington-Altus Financial Inc. As a key member of our leadership team, you will be responsible for overseeing the activities of our Portfolio Managers, ensuring compliance with regulatory requirements,...

Job OverviewWe are seeking a skilled Portfolio Management Expert to join our team at Wellington Water. This fixed-term position will play a crucial role in the efficient utilisation and continual improvement of portfolio management practices, ensuring effective delivery of business outcomes.About the RoleThe successful candidate will be responsible for...

About the JobWe are seeking an experienced Investment Associate to join our team. As a key member of our wealth management department, you will be responsible for providing exceptional client service and support to our Senior Wealth Advisors and Portfolio Managers.Your primary responsibilities will include:Building and maintaining strong relationships with...

Company OverviewWellington-Altus Financial Inc. is a leading financial services company with a strong presence in Canada. Founded in 2017, the company has experienced significant growth and expansion, with a portfolio of companies under its umbrella.The OpportunityWe are seeking an experienced marketing professional to join our team as Vice-President,...

**Job Description**We are seeking a highly experienced Senior Manager to lead the supervision of Portfolio Managers at Wellington-Altus Private Wealth (WAPW). The successful candidate will have a strong background in financial services, regulatory compliance, and portfolio management.The Senior Manager will be responsible for:Conducting supervision...

Job SummaryWe are seeking a highly skilled Senior Manager, Managed Accounts Supervision to join our team at Wellington-Altus Financial Inc. As a key member of our leadership team, you will be responsible for overseeing the activities of our Portfolio Managers, ensuring compliance with regulatory requirements, and maintaining a portfolio management approval...

**About Us**Wellington-Altus Financial Inc. is a leading investment dealer in Canada and one of the country's Best Managed Companies. Founded in 2017, our organization encompasses several subsidiaries, including Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., and Wellington-Altus Insurance Inc.We are seeking a highly skilled Senior Manager...

About the OpportunityWe are seeking an experienced Portfolio Optimization Manager to join our team at Jacksonstone & Partners in Masterton, Wairarapa.Company OverviewJacksonstone & Partners is a community-owned company that operates a range of hospitality businesses and manages social rental properties across Wairarapa, Pahiatua, and Flaxmere. Our goal is to...

Senior Manager, Managed Accounts Supervision Job Category : Investments, Regulatory & Digital Strategy Senior Manager, Managed Accounts Supervision Location: This position can be based out of any of our office locations across Canada.Our organization : Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to...

Senior Manager, Managed Accounts SupervisionJob Category: Investments, Regulatory & Digital StrategySenior Manager, Managed Accounts SupervisionLocation: This position can be based out of any of our office locations across Canada.Our organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus...

Job Title: Portfolio AnalystJob Summary: We are seeking an experienced Portfolio Analyst to join our team at Wellington Water. The successful candidate will have a strong background in portfolio management, with experience working on digital portfolios and complex projects or work programmes.About the Role:This is a pivotal role within the Portfolio...

At Wellington Water, we strive to be more than just a water services provider. We aim to create a thriving community that supports a diverse workforce and offers supportive development opportunities.We genuinely care about your safety and wellbeing. As a valued member of our team, you can expect:A comprehensive wellbeing programme, including one paid...

Job Description:Project Portfolio Management DirectorWe are seeking a highly skilled Project Portfolio Management Director to join our team and contribute to the development of business cases that drive organizational growth.The successful candidate will have a proven track record of leading teams and developing business cases that meet stakeholder needs.Key...

Job DescriptionThe successful candidate will play a pivotal role in the Portfolio Management team, ensuring efficient utilization and continual improvement of portfolio management practices. This involves fostering, integrating, and enhancing these practices to guarantee effective delivery of business outcomes.Responsibilities include:Conducting portfolio...

Company OverviewTrust House (THL) is a community owned company based in Masterton. The company operates a range of hospitality businesses across Wairarapa, Pahiatua and Flaxmere and they currently own and manage nearly 500 social rental properties.Job DescriptionThe Asset Manager will lead the management and oversight of assets to optimise their performance...

Job OverviewThe Portfolio Analyst plays a pivotal role in fostering, integrating, and enhancing portfolio management practices at Wellington Water. The successful candidate will bring at least four years of experience working in ICT project or product delivery roles, with a good understanding of delivery or project methodologies.About the RoleThe Portfolio...

About the RoleWe are seeking a skilled Portfolio Analyst to join our team at Wellington Water. As a key member of the Portfolio Management team, this role is responsible for delivering support of digital and business change.Key ResponsibilitiesLeading the collation and publication of portfolio reporting to manage dependencies, risks, and issues.Coordinating...