Manager, Private Markets Portfolio Operations
$105k - $125k per yearConnor, Clark & Lunn group
Interested in joining one of Canada's top performing asset managers? We are looking for an experienced and collaborative Manager, Private Markets Portfolio Operations (PMPO) for an existing vacancy within the Investment Resource Group. This is a hands-on people leadership and operational ownership role responsible for strengthening service continuity, controls, documentation, stakeholder partnership, and scalable execution for private-market and alternative-investment activities supporting CC&L affiliates and their clients. The successful candidate will lead a team of financial operations professionals and work across Affiliates, Investment Operations, Information Services, Operational Risk, Finance, custodians, administrators, and other service providers. The role combines daily operational leadership with the mandate to rebuild resilience, clarify ownership, develop talent, reduce key-person dependency, and improve how PMPO supports a growing and increasingly complex business. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.What You Will DoPeople Leadership and Team ResilienceLead, coach, and develop Specialists, Analysts, and Senior Analysts;
set clear expectations,goals, and development plans and provide timely feedback.Plan daily and weekly work, balance competing priorities, review quality and volume, and provide hands-on guidance on complex or unfamiliar matters.Build cross-training, succession, and coverage plans;
maintain skills matrices and ensure critical activities have trained primary and backup owners.Lead recruitment, onboarding, knowledge transfer, and performance management while fostering ownership, urgency, curiosity, and collaboration.Operational Delivery and ControlOversee core PMPO activities, including private-market client onboarding, commitment maintenance, capital calls, subscriptions and redemptions, cash and wire coordination, NAV and position validation, reconciliations, distributions, reporting, tax-related operational inputs, and document management.Ensure operational tasks, deadlines, approvals, data, and supporting evidence are complete, accurate, and controlled, including during quarter-end, year-end, tax, and capital-activity peaks.Investigate and resolve exceptions across workflows, systems, data, custodians, administrators, and internal teams;
assess downstream client, financial, tax, reporting, and reputational impacts.Maintain daily and weekly operating rhythms for priorities, service risks, incidents, escalations, and upcoming events, with clear ownership and follow-through.Lead business continuity readiness and ensure minimum viable daily outputs and critical-service recovery procedures are documented and tested.Risk, Governance, and Process OwnershipDefine and maintain PMPO process ownership, RACI assignments, controls, escalation paths, and service expectations in partnership with stakeholders.Own remediation of PMPO-related risk findings and distinguish PMPO accountabilities from those of custodians, Affiliates, Information Services, and other operational teams.Ensure procedures, process maps, checklists, control evidence, and client-specific requirements are current, accessible, and consistently followed.Perform and oversee quality-control reviews and data-integrity checks;
identify root causes and implement sustainable corrective actions.Escalate material risks promptly and provide concise status, impact, options, ownership, and recommended action to senior leaders.Stakeholder and Service-Provider PartnershipAct as the primary operational relationship lead for supported Affiliates and a trusted escalation point for complex private-market matters.Establish structured governance with custodians, administrators, technology partners, and internal service teams, including agendas, issue logs, service reviews, and clear communication protocols.Partner with Affiliates to understand growth plans, new products, client requirements, and operating-model changes, and translate them into readiness plans and sustainable services.Coordinate end-to-end implementation of new or changed processes, ensuring operational, billing, reporting, tax, client-servicing, technology, and control implications are assessed.Transformation and Continuous ImprovementAssess workflows end to end and redesign them to reduce manual effort, duplicate hand-offs, control gaps, and key-person dependency.Partner with Information Services, reporting, data, and automation teams to prioritize enhancements, develop requirements, execute user acceptance testing, and implement change safely.Identify opportunities to use automation and AI responsibly to improve workflow visibility, exception management, knowledge access, documentation, and decision support.Develop practical metrics and service indicators covering volumes, timeliness, quality, exceptions, risk, capacity, and improvement benefits.Contribute to broader operating-model, platform-renewal, and mid-office/back-office transformation initiatives affecting PMPO.What You BringBachelor's degree in Business, Finance, Accounting, Information Systems, or a related field;
relevant operations, investment, risk, or project-management credentials are valued.Approximately 7-10 years of progressive experience in asset management, wealth management, private markets, investment operations, fund administration, custody, or a related financial-services environment.Demonstrated people leadership experience, including coaching, workload management, performance expectations, development planning, and building team resilience.Practical understanding of private-market or alternative-investment operations, including several of the following: onboarding, commitments, capital calls, subscriptions, redemptions, funding, reconciliations, NAVs, distributions, reporting, and tax-sensitive events.Strong operational-risk mindset and experience designing or improving controls, procedures, process maps, RACI models, incident responses, and business-continuity plans.Ability to analyze complex end-to-end workflows, identify root causes and downstream impacts, and turn ambiguity into clear ownership and executable plans.Experience working with custodians, administrators, technology teams, and senior business stakeholders to resolve issues and deliver change.Strong written and verbal communication skills, including the ability to explain technical and operational matters to non-technical stakeholders and provide concise executive updates.Comfort working under pressure, making sound decisions with incomplete information, and managing multiple deadlines without losing attention to detail.High proficiency with Microsoft 365 and workflow or issue-management tools. Experience with investment books of record, portfolio accounting, reporting, reconciliation, CRM, Smartsheet, Jira, data tools, automation, or AI-enabled productivity tools is an asset.Completion of the Canadian Securities Course or other relevant investment-industry education is an asset.The expected base salary range for this position is $105,000–$125,000. The salary range represents our general market target for a fully qualified and experienced individual performing the role. Actual starting salary may fall below or above the midpoint depending on the candidate's relevant experience, skills and qualifications, as well as internal equity considerations. Further questions may be directed to the HR team during the interview process.#LI-HYBRID #LI-JB1What We OfferAt Connor, Clark & Lunn Financial Group, we're\ "invested in our greatest asset, you\ ". Our shared goals reflect what matters most to our people:Your community: we foster belonging through collaboration, inclusion and flexibility. Enjoy social events, volunteering and a strong commitment to corporate social responsibility. Our flexible work practices are designed to support work-life balance and provide employees with flexibility in where and how they workYour growth: we prioritize your development with meaningful work, continuous learning budgets, paid study days and support for professional designations.Recognizing you: your contributions are rewarded with competitive total compensation, retirement savings support, wellness credits, enhanced parental leave, and comprehensive health benefits.For a closer look at how you can build your career with us, we invite you to explore cclgroup.Com.We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process. Please contact View email address on ca.hrm.tc if you require accommodation.AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.#J-18808-Ljbffr
set clear expectations,goals, and development plans and provide timely feedback.Plan daily and weekly work, balance competing priorities, review quality and volume, and provide hands-on guidance on complex or unfamiliar matters.Build cross-training, succession, and coverage plans;
maintain skills matrices and ensure critical activities have trained primary and backup owners.Lead recruitment, onboarding, knowledge transfer, and performance management while fostering ownership, urgency, curiosity, and collaboration.Operational Delivery and ControlOversee core PMPO activities, including private-market client onboarding, commitment maintenance, capital calls, subscriptions and redemptions, cash and wire coordination, NAV and position validation, reconciliations, distributions, reporting, tax-related operational inputs, and document management.Ensure operational tasks, deadlines, approvals, data, and supporting evidence are complete, accurate, and controlled, including during quarter-end, year-end, tax, and capital-activity peaks.Investigate and resolve exceptions across workflows, systems, data, custodians, administrators, and internal teams;
assess downstream client, financial, tax, reporting, and reputational impacts.Maintain daily and weekly operating rhythms for priorities, service risks, incidents, escalations, and upcoming events, with clear ownership and follow-through.Lead business continuity readiness and ensure minimum viable daily outputs and critical-service recovery procedures are documented and tested.Risk, Governance, and Process OwnershipDefine and maintain PMPO process ownership, RACI assignments, controls, escalation paths, and service expectations in partnership with stakeholders.Own remediation of PMPO-related risk findings and distinguish PMPO accountabilities from those of custodians, Affiliates, Information Services, and other operational teams.Ensure procedures, process maps, checklists, control evidence, and client-specific requirements are current, accessible, and consistently followed.Perform and oversee quality-control reviews and data-integrity checks;
identify root causes and implement sustainable corrective actions.Escalate material risks promptly and provide concise status, impact, options, ownership, and recommended action to senior leaders.Stakeholder and Service-Provider PartnershipAct as the primary operational relationship lead for supported Affiliates and a trusted escalation point for complex private-market matters.Establish structured governance with custodians, administrators, technology partners, and internal service teams, including agendas, issue logs, service reviews, and clear communication protocols.Partner with Affiliates to understand growth plans, new products, client requirements, and operating-model changes, and translate them into readiness plans and sustainable services.Coordinate end-to-end implementation of new or changed processes, ensuring operational, billing, reporting, tax, client-servicing, technology, and control implications are assessed.Transformation and Continuous ImprovementAssess workflows end to end and redesign them to reduce manual effort, duplicate hand-offs, control gaps, and key-person dependency.Partner with Information Services, reporting, data, and automation teams to prioritize enhancements, develop requirements, execute user acceptance testing, and implement change safely.Identify opportunities to use automation and AI responsibly to improve workflow visibility, exception management, knowledge access, documentation, and decision support.Develop practical metrics and service indicators covering volumes, timeliness, quality, exceptions, risk, capacity, and improvement benefits.Contribute to broader operating-model, platform-renewal, and mid-office/back-office transformation initiatives affecting PMPO.What You BringBachelor's degree in Business, Finance, Accounting, Information Systems, or a related field;
relevant operations, investment, risk, or project-management credentials are valued.Approximately 7-10 years of progressive experience in asset management, wealth management, private markets, investment operations, fund administration, custody, or a related financial-services environment.Demonstrated people leadership experience, including coaching, workload management, performance expectations, development planning, and building team resilience.Practical understanding of private-market or alternative-investment operations, including several of the following: onboarding, commitments, capital calls, subscriptions, redemptions, funding, reconciliations, NAVs, distributions, reporting, and tax-sensitive events.Strong operational-risk mindset and experience designing or improving controls, procedures, process maps, RACI models, incident responses, and business-continuity plans.Ability to analyze complex end-to-end workflows, identify root causes and downstream impacts, and turn ambiguity into clear ownership and executable plans.Experience working with custodians, administrators, technology teams, and senior business stakeholders to resolve issues and deliver change.Strong written and verbal communication skills, including the ability to explain technical and operational matters to non-technical stakeholders and provide concise executive updates.Comfort working under pressure, making sound decisions with incomplete information, and managing multiple deadlines without losing attention to detail.High proficiency with Microsoft 365 and workflow or issue-management tools. Experience with investment books of record, portfolio accounting, reporting, reconciliation, CRM, Smartsheet, Jira, data tools, automation, or AI-enabled productivity tools is an asset.Completion of the Canadian Securities Course or other relevant investment-industry education is an asset.The expected base salary range for this position is $105,000–$125,000. The salary range represents our general market target for a fully qualified and experienced individual performing the role. Actual starting salary may fall below or above the midpoint depending on the candidate's relevant experience, skills and qualifications, as well as internal equity considerations. Further questions may be directed to the HR team during the interview process.#LI-HYBRID #LI-JB1What We OfferAt Connor, Clark & Lunn Financial Group, we're\ "invested in our greatest asset, you\ ". Our shared goals reflect what matters most to our people:Your community: we foster belonging through collaboration, inclusion and flexibility. Enjoy social events, volunteering and a strong commitment to corporate social responsibility. Our flexible work practices are designed to support work-life balance and provide employees with flexibility in where and how they workYour growth: we prioritize your development with meaningful work, continuous learning budgets, paid study days and support for professional designations.Recognizing you: your contributions are rewarded with competitive total compensation, retirement savings support, wellness credits, enhanced parental leave, and comprehensive health benefits.For a closer look at how you can build your career with us, we invite you to explore cclgroup.Com.We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process. Please contact View email address on ca.hrm.tc if you require accommodation.AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Manager, Private Markets Portfolio Operations in Winnipeg, MB vacancy
$150k - $200k per year
...Approximately 1 day every 2 weeks About the Role Staffmax is seeking an experienced Managing Director to oversee the operations and performance of a portfolio of privately held companies across Canada. This is a hands-on operating role for an experienced business...PrivatePermanent employment1 day per week- ...FCC is seeking a Manager, Credit Portfolio Management to lead a team responsible for identifying, measuring, monitoring and reporting on the health, performance and risks of FCC’s lending portfolio. You’ll provide insights, data and analytics to senior leaders and committees...Suggested
$105k - $125k per year
Interested in joining one of Canada's top performing asset managers? We are looking for an experienced and collaborative Manager, Private Markets Portfolio Operations (PMPO) for an existing vacancy within the Investment Resource Group. This is a hands-on people leadership...PrivateInternshipWork at officeRemote workFlexible hours$84k - $94k per year
...are we looking for At Cosentino () we are looking for an Operations Manager located in Winnipeg, MB , who will have the opportunity to... ...experience Forklift experience Knowledge ~ Building materials market Academical Background Required: ~ High School / GED...SuggestedLong term contractFull timeTemporary work$2000 - $4000 per month
...Review the daily iteration of the international operation standard system, evaluate its adaptability to regional markets, and complete localized transformation of the... ...Administration, International Business, Hotel Management, Retail Management and Language-related disciplines...SuggestedFull timeInternshipLocal areaRelocationOverseas- ...Overview Languages English Education College/CEGEP Experience 2 years to less than 3 years Tasks Analyze market research data to improve business decisions or activities Assist in product development Direct the marketing strategies of establishments...
- ...information is available at . POSITION SUMMARY: The Operational Readiness Manager owns the operational readiness process for assigned new... ...with Sales, Customer Program Management, Engineering, Operations, Quality, and Supply Management teams to improve launch performance...Full timeContract work
$102k - $152k per year
...Permanent Full Time - The Clarity Operations Manager leads the team responsible for supporting and enhancing Canada Life's project and portfolio management tools, primarily Clarity PPM. Managing a business analyst, support analyst, and two developers, the role ensures reliable...Permanent employmentFull timePart timeInternshipWork at officeFlexible hours- Connor, Clark & Lunn Financial Group (CC&L) is seeking an experienced Manager, Private Markets Portfolio Operations (PMPO) to lead a team of financial operations professionals across Affiliates and Investment Operations. The role focuses on operational ownership, controls, documentation...PrivateWork at officeRemote work
$50 per hour
Operations Manager to Administrative Services TCM Wellness Centre Inc. Location 661 Pembina Hwy Winnipeg, MB Salary 50.00 hourly / 30 hours per week Full time Starts as soon as possible Benefits: Other benefits Languages English Education Bachelor's degree Experience...Hourly payFull timeImmediate startRemote work- ...Job Description: Build and manage the online and e-commerce team, and formulate performance... ...methods. Develop online e-commerce marketing plans, supervise, implement, and review... ...of no less than 30 people. Sensitive to market industry trends, familiar with market, media...Full timeRelocation
- ...on LinkedIn! JOB DESCRIPTION GENERAL FUNCTION The Market Manager- Sun drives results, oversees a group of stores within a region... ...management and development, and flawless execution of the retail operations and brand standards. MAJOR DUTIES AND RESPONSIBILITIES...Minimum wageFull timeLive InLocal areaWorldwide
- Overview As the Strategy Portfolio Manager, you will be responsible for generating clear corporate priorities, determining divisional actions to achieve corporate goals, and ensuring cross-functional alignment by coordinating the working relationship between the business and...Full time
- Elevate your career with a leading Canadian asset manager as Manager of Private Markets Portfolio Operations. This role emphasizes strategic leadership and operational excellence in a hybrid work environment. In this hands-on leadership role, you will manage a team of financial...Private
- ...successful, growing organization in Abbotsford to recruit a Senior Manager, Finance Transformation. Reporting to the CFO, this is a... ...insurance. Partner closely with the CFO, Controller, IT and operational leaders. What We're Looking For 5–7+ years of progressive...
- ...Drive B2B event marketing at Fortra by owning high-profile programs, managing complex logistics, and aligning cross-functional execution. As an experienced Senior Marketing Events Manager, you will develop and execute plans that increase brand awareness, generate leads,...
- ...wear it! Send us your resume and join a people-centric company with a reputation of excellence. Job Description The DC Operations Manager is responsible for achieving Distribution Center objectives such as: gross margins, FTE, expense control and customer service...Full timeWork at office
- ...GENERAL SUMMARY To plan, organize, direct and control all operations within the service area of the station in a way that provides... ...4) years Business experience including, two (2) year in direct management of employees, their performance and operational leadership...Full timeShift work
- ...Apply expert restaurant operations knowledge as a Five Guys Franchise Business Manager supporting franchisees across an assigned area. Travel is required for this field-based role. This Franchise Business Manager coaches franchise owners, Operations Leaders, managers, and...
- ...AlliedAllied is a leading owner-operator of distinctive urban workspace... ...and strategic planning of a portfolio of commercial real estate assets... ..., and user experience. As Manager, Portfolio Operations, you will... ...portfolio. Conduct thorough market research to support Asset Plans...For contractors
$150k - $180k per year
## Private Wealth Manager/Portfolio ManagerApply: Partially Remote: Toronto, Canada: Full time: Posted Today: JR100475**Job Description... ...Client Relationship Specialist to address client operational needs as well as to provide mentorship and coaching to support...PrivateFull timeRemote work$200k - $220k per year
Job Description Summary Cardinal Point Wealth Management is seeking a career-oriented Private Wealth Manager & Portfolio Manager to join the team as we continue to grow.... ...high-net-worth families. Our financial advisors operate under the fiduciary standard and understand that...PrivateFull timeInternshipWork at officeLocal area- ...R2875670 Position Title: Market Access and Health Economics Lead... ...strategy across public and private markets. The incumbent will serve... ...The successful candidate will operate with a high degree of autonomy... ...forward for the vaccines portfolio Define and lead access strategy...PrivateLong term contract
- Private wealth portfolio management in Vancouver or Calgary centers on investment counselling, client relationships, and holistic wealth advice. Guide high net worth clients through disciplined investment strategies.As Portfolio Manager with Scotia Jarislowsky Fraser, you will...Private
- Reporting to the Senior Vice President of Marketing, Sales & Product Development, the Portfolio Manager champions the health, growth & vitality of assigned brands... ...and Kamloops. Founded in 2005, Northam remains privately BC-owned and operated, maintaining an entrepreneurial...Casual workSeasonal workWork at officeWork from homeMonday to friday
- Allied is seeking a Manager, Portfolio Operations to oversee performance and strategic planning across a portfolio of commercial real estate assets in Canada’s major cities. You will drive operational excellence, support cross‑functional teams, and advance initiatives that...
- ...expertise and proudly serves public and private sector clients through its... ...within every aspect of our culture. Operate responsibly by managing risk, safety, and environmental considerations... ...distribution and renewable energy markets. With operations across North America...For contractorsFlexible hours
- Lead high-value Wealth Management relationships in Toronto through private banking, credit structuring, and strategic business development with Scotiabank.As... ...a sustainable sales pipeline. The position combines portfolio management, customized credit solutions, referrals, and...Private
$20 per hour
Job Responsibility: Job Summary The Duty Manager position at The Joint Cannabis is a management role responsible for overseeing daily operations and ongoing internal requests and projects. They will ensure employee productivity, while monitoring efficiency of all processes...Hourly payPermanent employmentFull timeFlexible hoursShift workNight shiftDay shiftAfternoon shift- ...to ensure building equipment operates efficiently and effectively,... ...to commencing work. Energy Management review and implementation of... ...performance of the company and portfolio Sound like you? To apply,... ...experience in commercial property operations, experience with medical...Full timeFor contractorsWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Manager, Private Markets Portfolio Operations. Be the first to apply!
Related searches
- manager market access Winnipeg, MB
- marketing project manager Winnipeg, MB
- coordonnateur marketing Winnipeg, MB
- responsable marketing communication Winnipeg, MB
- marketing events manager Winnipeg, MB
- directeur marketing Winnipeg, MB
- lead marketing manager Winnipeg, MB
- sales and marketing manager Winnipeg, MB
- marketing campaign manager Winnipeg, MB
- résponsable marketing Winnipeg, MB


