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Institutional Portfolio Analyst Jobs

Institutional Portfolio Analyst Jobs
By Infotek Consulting Inc. At Vancouver, British Columbia, Canada
Must-have skills/ experiences/ education/ designations:
• Experience with FMC PCView, Unitrax, Eagle, Electra,and SS&C Recon
• Your primary focus will be the
• Timely and accurate processing of
• Timely and accurate preparation of
• University degree or diploma
Advanced Analyst - Portfolio Analytics
By Electronic Arts (EA) At Toronto, Ontario, Canada
Distil main components of a complex problem into succinct and easily understood set of conclusions for presentation to senior management.
Manage and validate important business intelligence to support the strategic decision-making of our top leadership team
6+ years experience in technical data roles, demonstrating expertise in transforming, shaping, querying and using data to guide decisions.
BA/BS in Computer Science, Mathematics, Statistics, or related field, OR equivalent experience
Advanced knowledge in data modelling, structuring data to improve retrieval performance and a scripting language (e.g. R/Python)
Advanced knowledge with a data visualisation software package; Tableau / Power BI/ Looker
Portfolio Analyst (Private Wealth)
By Guardian Capital Advisors LP At Toronto, Ontario, Canada
Work proactively with Client Portfolio Managers to implement client based initiatives;
Use your insight a proactive skills to provide timely and accurate investment recommendations;
CIM designation with relevant work experience and/or completed CFA Level 1 preferred
Accuracy and attention to detail is an absolute requirement
Excellent interpersonal, communications and collaboration skills
Proficient in Microsoft Office, including Word, Power Point, Excel (macros, VBA skills is an asset)
Energy Portfolio Analyst Jobs
By Alberta Municipalities | Strength in Members At Edmonton, Alberta, Canada
Highly organized with solid time management skills and the ability to prioritize effectively.
Knowledge of electricity and natural gas billing and settlement is considered an asset.
Strong experience working with data tools such as Excel and Tableau (or Power BI).
Advanced MS Excel user, skilled at data manipulation, formulas, and pivot table analysis.
Skilled at condensing large and complex sources of information into succinct and easily understood documents, such as a one-page briefing note.
Skilled at creating visually appealing PowerPoint presentations and slides from data.
Pic Portfolio Analyst, Centralized Portfolio Advisory - Toronto
By Scotiabank At Toronto, Ontario, Canada
Strong investment management knowledge and experience as it relates to understanding economic and capital markets
Preparing and customization of client portfolio reports and various management reporting
Actively share knowledge and experience to enhance the development of all team members
Provide centralized portfolio management services by:
Contribute to the effective functioning of the Centralized Portfolio Management team by:
Ensure compliance with all regulatory requirements, firm policies and accuracy of trading activities
Portfolio Analyst, Centralized Portfolio Advisory (Contract) - Toronto
By Scotiabank At Toronto, Ontario, Canada
Strong investment management knowledge and experience as it relates to understanding economic and capital markets
Preparing and customization of client portfolio reports and various management reporting
Actively share knowledge and experience to enhance the development of all team members
Provide centralized portfolio management services by:
Contribute to the effective functioning of the Centralized Portfolio Management team by:
Ensure compliance with all regulatory requirements, firm policies and accuracy of trading activities
Analyst, Institutional Client Group Coverage, Global Banking Canada
By HSBC At Toronto, Ontario, Canada
Work within a team environment and ensuring a high level of communication between line manager and other team members.
High degree of proficiency with MS office suite, particularly Excel. Knowledge of financial modelling and VBA programming are preferred.
Outstanding record of academic achievement, with a demonstrable passion for corporate finance
Exceptional verbal, written and presentation skills
Managing credit exposure to the clients in this portfolio in Canada
Provide high quality sector, competitor and client analyses in support of marketing, strategy, and credit processes.
Portfolio Systems Analyst, Croesus Support
By CIBC At Toronto, Ontario, Canada
You have advanced computer skills with an excellent working knowledge of Excel.
Making sure that issues are tracked and managed until resolved.
You have a degree/diploma in ­­­­­­­­­­­­­­­­business and/or information technology systems (or equivalent work experience).
You are a certified professional. You have completed the Canadian Securities Course (CSC) and/or have experience in the brokerage industry.
You have knowledge of financial instruments such as stocks, options, fixed income, mutual funds, closed-end funds, structured notes, and ETFs.
You have working knowledge of financial concepts and calculations such as bond amortization, accrued income, projected income, yields, performance, etc.
Head Portfolio Analyst Jobs
By Dimensions HRD Consultants At Toronto, Ontario, Canada

Job title: Head - Portfolio Analytics Grade Band: Top Management Location: Canada BU/Function: Consumer Banking Overall Job Description Responsible for creating statistical models for ...

Project Portfolio Analyst Jobs
By Tundra Technical Solutions At Toronto, Ontario, Canada
Having the appropriate project management certification is a big asset.
Knowledge of project management concepts and lifecycle
Experience in process design and management
Synthesize and document high-level scope and requirements.
Facilitate high-level design and solutioning, including options, for meeting business requirements / objectives.
Manage intake commitments, status tracking and SLAs.
Project Portfolio Performance Analyst
By SunGrid At Greater Toronto Area, Canada
Expert user of data management software, such as MS Suite, Smartsheet
Experience with or strong working knowledge of SCADA, PLC and protection and control systems
Manage and become expert on folders and documents for portfolios
Support business development and technical services groups in analysis of portfolios and technical requirements based on scope of services
Working closely with dispatch to assign skilled technicians to work orders
Knowledge of the workings on grid tied power generation assets
Intern Analyst, Portfolio Design & Construction
By CPP Investments | Investissements RPC At Toronto, Ontario, Canada
Collaborate with portfolio managers and quant researchers to develop quantitative models and analytics used in top-down portfolio management
The Total Fund Management Department
You have programming experience in large-scale projects. Experience in software design and/or Python are considered assets.
You demonstrate strong interpersonal skills with solid verbal and written communication skills
Diverse and inspiring colleagues and approachable leaders
Stimulating work in a fast-paced, intellectually challenging environment
Analyst - Portfolio Management- En
By Desjardins At Montreal, Quebec, Canada
A minimum of six years of relevant experience
For vacant positions available in Quebec, please note that knowledge of French is required.
The work arrangement for the position is hybrid work
Number of jobs available: 1
Bachelor’s degree in a related field
CFA, CPA, FRM professional designation (an asset)
Portfolio Analyst, Atb Wealth
By ATB Financial At Alberta, Canada
Treat advisor requests and inquiries as opportunities to share knowledge and experience that will bolster their proficiencies and skill sets.
At least five years of experience in the wealth management or investment industry.
As a part of a team of subject matter experts, contribute to advisor education including new team member (financial advisor) onboarding.
Contribute to the ideation and creation of tools, charts, and presentations that provide sales enablement and client/advisor education.
Analytical and detail oriented with strong critical thinking and problem solving abilities.
Thorough understanding of the investment industry with a particular emphasis on managed and passive products.