Director of Portfolio Management

Company Description Equity Financial Trust Company is a financial services organization headquartered in Toronto, Ontario, Canada. The company focuses on providing trusted financial products and services to individuals and institutions, emphasizing reliability and customer-centric solutions. Operating within a regulated environment, Equity Financial Trust Company strives to maintain high standards of integrity, compliance, and risk management. Team members collaborate across functions to support clients’ financial goals and long-term stability, offering opportunities to work with diverse portfolios and stakeholders.
Role Description The Director of Portfolio Management is a full-time, remote role responsible for overseeing the strategic management and performance of the organization’s financial portfolios. This role includes leading portfolio planning and execution, monitoring investment performance, and ensuring alignment with risk, compliance, and return objectives. The director will manage project and program portfolios, coordinate prioritization with senior leadership, and optimize resource allocation across initiatives. Day-to-day responsibilities include analyzing financial and portfolio data, preparing reports and recommendations, collaborating with cross-functional teams, and mentoring portfolio and program managers to ensure consistent standards and best practices. The role also involves contributing to long-term portfolio strategy, improving portfolio governance processes, and driving continuous improvement in portfolio outcomes.
Qualifications
Strong Portfolio Management and Project Portfolio Management skills, with experience overseeing complex, multi-project portfolios.
Advanced Analytical Skills and Finance expertise to assess performance, risk, and return, and to support data-driven decision-making.
Demonstrated Program Management experience, including planning, execution, and governance across multiple initiatives.
Proven leadership abilities, including stakeholder management, team coaching, and cross-functional collaboration.
Experience in financial services or a related regulated industry, with familiarity with compliance and risk frameworks.
Excellent written and verbal communication skills, including the ability to present portfolio insights to senior leadership.
Strong organizational and time-management skills, with the ability to operate independently in a remote environment.
Bachelor’s degree in Finance, Business, Economics, or a related field; advanced degree or relevant professional designation (e.g., CFA, PMP) is an asset.

Work arrangement
Yes