Portfolio Analyst / Investment Administrator

About the Firm

Schwaben Capital Group Ltd. is a boutique investment management and wealth management firm in Toronto. The firm has been established for over 13 years, with its partners holding a combined experience of 50 years. Schwaben’s core approach focuses on managing portfolios for high-net-worth clients and delivering a highly personalized level of service to their clients.

Role Overview

This is an entry-level role. Starting salary $45,000 to $50,000 per year plus bonus.

As a Portfolio Analyst / Investment Administrator, you will support the President in managing the day-to-day tasks and operations required to run the firm. This role will offer you broad exposure to different areas of financial services and will reward you for your efforts to grow the business.

At Schwaben Capital you will be responsible for:

• Ensuring recurring reporting is conducted on a quarterly and annual basis
• Assisting in business development activities: Marketing, and social media analytics, downloading lead information and data, conducting and follow-up on surveys, Webinar presentation preparation.
• Assisting with portfolio management, including financial planning, investment research, trading, and rebalancing.
• Helping clients solve their problems by responding to their requests and queries regarding their financial accounts
• Coordinate with back office and custodians for on-going administration as well as open and modify new accounts
• Ensuring client accounts have been allocated properly to execute recurring transfers and fee payments

Candidates will be required to have:

• Enrolled in the CFA program
• Drive to seek out solutions to problems on their own
• Experience using Facebook and LinkedIn and other social media platforms
• Excellent ability to use Microsoft Word, Excel and PowerPoint
• Interest in the investment advisory business and financial services
• Undergraduate degree related to business/finance, computer science, engineering, or Information Technology

The following assets are nice to have:

• Basic understanding of the Python programming language
• Data, process, and web-oriented programming would be highly beneficial
• Experience in the financial services or sales sector
• Experience with CRM applications. Zoho One experience is of great benefit
• Entrepreneurial spirit
• Prior development of social media strategies or running influencer accounts
• Experience with corporate Facebook and LinkedIn accounts

Notes

This position is an entry-level salaried position with the opportunity for performance-based bonuses and monetary incentives for business generation. This is not a remote role, and the successful candidate will be required to work at the office. The position can lead to a more senior role and for the right candidate to be a partner in the business. The starting salary will be between $45,000 and $50,000 plus a bonus based on the company and employee performance. Additional bonuses can be earned through business development and/or support thereof.