Job Number #7159

Portfolio Administrator

POSITION: Portfolio Administrator

CITY: Toronto, ON

LENGTH OF ASSIGNMENT: Full-time, permanent

SALARY: $50,000 - $60,000 + great benefits and lots of room to grow and advance

Job Description:
  • Work with Customer relationship Managers to originate new client investment activity
  • Support senior CRMs in the marketing of funds including preparation and presentation of fund marketing and investment materials for existing investors and prospects
  • Coordinate, log, track and monitor client queries and requests to ensure timely and complete responses
  • Liaise with the broader Project Management /Business Group IR teams to coordinate responses to incoming Investor Relations requests from existing investors and prospects
  • Coordinate and complete all ad-hoc information, status update requests from HQ and Project Management Teams
  • Compile and update internal fundraising presentations on an ad-hoc, quarterly or semi-annual basis; to include fundraising progress, investor trends and marketing strategies for current and upcoming private fund offerings
  • In conjunction with Communications and Project Management Teams, help coordinate road shows, conferences and investor meetings
Job Requirements:
  • Undergraduate degree in accounting/business/finance with an excellent academic background
  • 1-2 years of relevant working experience in the financial services industry; property, infrastructure, private equity or alternative asset funds knowledge
  • Highly proficient in Microsoft Office (Word, PowerPoint and Excel), experience of Salesforce a plus
  • Team player with positive attitude and pro-active approach to work
  • Able to develop a strong internal/external network and ability to build relationships and work with professionals around the organization
  • Proactively seeks opportunities to get involved in more challenging projects
  • Ability to multi-task and work in a very fast-paced and team-oriented environment
  • Excellent interpersonal, analytical, and creative problem-solving ability
  • Strong written and verbal communication skills including preparation and delivery of presentations

We appreciate your interest however only those being considered for an interview will be contacted.

If you meet the above qualifications please send your resume and cover letter to

Please reference Portfolio Administrator in the subject line

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  • Immediately after I interviewed with Accountivity, they called me with several job opportunities. I was placed very quickly with a great company.

    Steve, Scarborough
  • Accountivity genuinely cares about the candidate and client. Thank you for all your help and support. Should I ever be on the job market again, I will certainly be contacting Accountivity.

    Alicia, Toronto
  • It was a real pleasure working for Accountivity. They were so helpful and very attentive to my concerns. They work quickly and effectively. Thank you for all your support.

    Natasha, Vaughan

Specializing in:

  • AP & AR Specialists
  • Accounting Clerk
  • Payroll Specialist
  • Cost Accountant
  • Controller
  • Bookkeeper
  • Credit & Collections
  • Senior Accountant
  • Accounting Manager
  • Tax Accountant
  • Financial Analyst
  • Inventory Accountant
  • Property Accountant
  • Treasury Accountant
  • Project Accountant

Mailing Address

  • 3700 Steeles Avenue West
    Suite 103
    Vaughan, Ontario
    Canada L4L 8K8

    At the north west corner of Old Weston Road and Steeles Avenue West. BMO Building,First floor.

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