Senior Portfolio Administrator

Job summary

The Senior Portfolio Administrator supports portfolio management and investment operations through detailed reporting, performance analysis, and process oversight. They are responsible for delivering accurate portfolio insights and collaborating with internal teams to support strategic decision-making.

Job details

As a Senior Portfolio Administrator, you will support portfolio management and investment operations through reporting, analysis, and process oversight. Your goal will be to deliver timely, accurate, and actionable portfolio information while supporting planning, monitoring, and decision-making activities across the business. Your success will be demonstrated through the quality of your reporting, the insights you provide, and your ability to translate complex portfolio data into meaningful business and client outcomes. If you are interested in this exciting opportunity with Irving Oil, please apply by November 1, 2026. What We Offer: Work Environment – Work onsite in our beautiful home office building with access to a fitness facility, onsite nurse, and a café Competitive Compensation – Including an annual bonus plan, pension plan, and parking allowance Flexible Benefits Plan – In effect from day one and offers three levels of coverage to select from to meet your unique, personal needs Paid Vacation – Plus an annual option to purchase additional vacation, too Wellness Support – With an annual wellness allowance, paid personal care days and a 24/7 Employee & Family Assistance Program Opportunity to give back to some amazing causes in our community – Choose when and where to make an impact with a paid volunteer day, company volunteer opportunities and a donation matching program Your Skills: Prepare and support regular portfolio, performance, and management reporting Analyze and summarize portfolio performance against benchmarks, targets, and historical periods Provide meaningful commentary and insights on portfolio results, trends, risks, and opportunities Support month-end, quarter-end, and year-end reporting processes Develop and maintain portfolio reports, dashboards, trackers, and administrative tools Conduct variance analysis and ad hoc reporting to support business and client needs Ensure portfolio data, reports, and records reconcile accurately with source systems Support forecasting, planning, and reporting activities through data collection and analysis Monitor portfolio activity and investigate discrepancies, exceptions, or data quality issues Prepare materials and reporting packages for internal leadership and client meetings Collaborate with portfolio managers, advisors, and operational teams to address reporting and administrative requirements Identify opportunities to improve reporting efficiency, processes, and controls Cultivate strong working relationships with internal and external stakeholders Provide support for special projects, business initiatives, and strategic decision-making activities Your Skills: Strong analytical and problem-solving abilities Excellent written and verbal communication skills Ability to adapt communication style to diverse audiences Ability to interpret data and communicate meaningful insights Strong attention to detail and accuracy Proven ability to manage multiple priorities and deadlines Advanced proficiency with Microsoft Excel and other Office applications Experience developing reports, dashboards, and performance metrics Ability to work independently and collaboratively in a team environment Strong organizational and time-management skills Exceptional stakeholder relationship management skills Continuous improvement mindset with a focus on process optimization Your Experience: Post-secondary education in finance, business, accounting, economics, or a related field Professional designation or progress toward CFA, CIM, CFP, CPA, or similar is an asset 5+ years of experience in portfolio administration, wealth management, investment operations, or financial services Experience with portfolio reporting, performance analysis, and investment administration Knowledge of portfolio management principles, investment products, and financial markets The expected annual salary range for this position is $95,207 - $148,524. Placement within range will be based on relevant experience, qualifications, and skills. Irving Oil is committed to supporting a diverse and inclusive work environment. We thrive on the good energy that’s created when our people from different backgrounds, identities, cultures and experiences share their unique perspectives. Diversity is key to our success and inclusion is everyone’s responsibility.​ Job Requirements - Work Experience Job Requirements - Education

What you’ll do

The Senior Portfolio Administrator supports portfolio management and investment operations through detailed reporting, performance analysis, and process oversight. They are responsible for delivering accurate portfolio insights and collaborating with internal teams to support strategic decision-making.

Requirements

Candidates must have at least 5 years of experience in portfolio administration, wealth management, or financial services, along with post-secondary education in a finance-related field. Proficiency in Microsoft Excel and strong analytical skills are essential for managing complex portfolio data and reporting requirements.

Benefits

• Annual bonus plan
• Pension plan
• Parking allowance
• Flexible benefits plan
• Paid vacation
• Wellness allowance
• Paid personal care days
• Employee & family assistance program
• Paid volunteer day
• Donation matching program
• Fitness facility
• Onsite nurse
• Café

Listed skills

• Financial Reporting · Preferred
• Data analysis · Preferred
• Microsoft Excel · Preferred
• Stakeholder Management · Preferred
• Problem solving · Preferred
• Communication Skills · Preferred
• Forecasting · Preferred
• Process Optimization · Preferred
• Attention to detail · Preferred
• Time management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Portfolio administration
• Performance analysis
• Financial reporting
• Data analysis
• Variance analysis
• Investment operations
• Microsoft Excel
• Stakeholder management
• Problem-solving
• Communication skills
• Forecasting
• Process optimization
• Attention to detail
• Time management
• Dashboard development
• Financial markets
• Ad Hoc Reporting
• Data Reporting
• Business Metrics
• Workplace Inclusivity
• Strategic Decision Making
• Management Reporting
• Relationship Management
• Reporting Processes
• Variance Analysis
• Planning
• Accounting
• Dashboard
• Investments
• Certified Financial Planner
• Certified Public Accountant
• Chartered Financial Analyst
• Decision Making
• Communication
• Continuous Improvement Process
• Data Quality
• Economics
• Finance
• Financial Services
• Financial Market
• Oil and Gas
• Leadership
• Problem Solving
• Microsoft Office
• Operations
• Performance Analysis
• Performance Metric
• Personal Care
• Portfolio Management
• Wealth Management

Job areas

• Finance & Accounting
• Management & Leadership
• Data & Analytics
• Energy
• Administrative
• Portfolio Administrator
• Investment / Portfolio Analyst
• Financial Analysts
• Financial and Investment Analysts

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