Portfolio Analyst (Private Wealth)

JOB STATEMENT:

Guardian Capital Group Limited (“GCG”) is a diversified financial services company that serves the needs of clients within the financial services sector. Guardian Capital Advisors LP (“GCA”) is a subsidiary of GCG, provides customized investment solutions to high net worth clients. GCA (https://www.guardiancapital.com/private-wealth-management) has a dynamic opportunity for a motivated individual who desires working in a progressive, team-based financial services environment.

ESSENTIAL FUNCTIONS:

• Assist with Performance Measurement access system; ensure accuracy of numbers; prepare monthly summaries and ad hoc reports for PM's);
• Assist, with exceptional accuracy and due diligence, in the preparation of client marketing presentations, proposals, questionnaires and data requests; and
• Interact with clients and referral agents directly to solve complex problems in order to maintain and strengthen relationships;
• Becoming a subject matter expert on existing systems, while also look to improve operations by building new systems in MS Excel, GWP Suite, Refinitiv, Salesforce and others;
• Work proactively with Client Portfolio Managers to implement client based initiatives;
• Use your insight a proactive skills to provide timely and accurate investment recommendations;
• Developing and assisting in the local marketing and sales plan.
• Support, with exceptional accuracy and due diligence, in the management of client accounts, including cash management, trading, asset allocation, as well as

QUALIFICATIONS:

• Accuracy and attention to detail is an absolute requirement
• Proactive and self-motivated, independent individual with the dedication to perform
• Polished and professional presenter
• Excellent interpersonal, communications and collaboration skills
• Post-secondary education in business
• CIM designation with relevant work experience and/or completed CFA Level 1 preferred
• Proficient in Microsoft Office, including Word, Power Point, Excel (macros, VBA skills is an asset)
• A minimum 5 years of meaningful work experience, in the financial services industry with a focus on investment analysis and/or mid or front office support

COMPENSATION:

• Commensurate with experience