Senior Portfolio Administrator

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. 

• 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

• 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

• 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