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Investment Assistant Jobs

Investment Assistant Jobs
By JLL Global Marketing At Canada
Assist in the management of investment portfolios, including monitoring asset allocations, performance, and risk exposure.
Strong understanding of financial markets, investment principles, and portfolio management.
Bachelor's degree in Finance, Economics, Business, or a related field.
Excellent attention to detail and organizational skills.
Effective written and verbal communication skills.
Knowledge of investment software and tools is a plus.
Licensed Investment Administrative Assistant
By Forté Financial Solutions Limited At Scarborough, Ontario, Canada
·Experience using Outlook, Zoom, and savvy with technology
·Having life insurance experience would be a bonus.
hold your mutual funds license (IFIC or CSC).
What you will be doing:
New Business - Life/Health Insurance:
Investment Assistant – Vancouver Jobs
By Odlum Brown Limited At Vancouver, British Columbia, Canada
• Strong analytical and organizational skills, with the ability to manage multiple priorities
• Previous administrative/assistant experience in the investment industry would be an asset
• Intermediate knowledge of MS Word, Excel and Outlook
Continuous learning matters. We are committed to providing career-long support for learning and growth.
• Various aspects of general administration
• Coordinating client account documentation and follow through to account opening
Executive Assistant, Investment Banking
By Stifel Financial Corp. At Toronto, Ontario, Canada
Minimum three years prior executive assistant work experience in investment banking or management consulting;
Perform administrative duties, including: multi-calendar management, filing, mailing, creating and maintaining records, and miscellaneous administrative support as needed;
Manage executive email inbox as required;
Knowledge of capital markets and the financial services industry would be an asset;
Excellent oral and written communication skills complemented by exceptional interpersonal skills;
Meticulous attention to detail and critical thinking skills;
Investment Advisor Assistant Cibc Wood Gundy
By CIBC At Edmonton, Alberta, Canada
You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Investment Specialist, Administrative Assistant
By Scotiabank At Ottawa, Ontario, Canada

Skills, Experiences, and Functional Competencies

Are you looking for a job that combines your passion for finance and investing with your desire to help others? We are looking for an Investment Assistant to join our team and help our clients make informed decisions about their investments. You will be responsible for providing financial advice, researching investment opportunities, and helping clients make sound investment decisions. If you are an analytical thinker with a passion for finance, this could be the perfect job for you!

Overview An Investment Assistant is responsible for providing administrative and operational support to the Investment team. They are responsible for managing the day-to-day operations of the Investment team, including researching and analyzing financial data, preparing reports, and assisting with portfolio management. Detailed Job Description The Investment Assistant is responsible for providing administrative and operational support to the Investment team. This includes researching and analyzing financial data, preparing reports, and assisting with portfolio management. The Investment Assistant is also responsible for maintaining accurate records and ensuring compliance with all applicable laws and regulations. They must be able to work independently and as part of a team, and must be able to communicate effectively with clients, colleagues, and other stakeholders. Job Skills Required
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office Suite
• Knowledge of financial markets and investment products
• Ability to work independently and as part of a team
• Ability to handle multiple tasks and prioritize workload
• Attention to detail and accuracy
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• At least two years of experience in a financial services role
• Knowledge of financial markets and investment products
• Ability to work independently and as part of a team
• Ability to handle multiple tasks and prioritize workload
• Attention to detail and accuracy
Job Knowledge
• Knowledge of financial markets and investment products
• Knowledge of financial regulations and compliance
• Knowledge of portfolio management and asset allocation
• Knowledge of financial analysis and modeling
• Knowledge of financial software and systems
Job Experience
• At least two years of experience in a financial services role
• Experience in portfolio management and asset allocation
• Experience in financial analysis and modeling
• Experience in financial software and systems
Job Responsibilities
• Research and analyze financial data to identify investment opportunities
• Prepare reports and presentations for clients and colleagues
• Assist with portfolio management and asset allocation
• Monitor financial markets and identify trends
• Maintain accurate records and ensure compliance with all applicable laws and regulations
• Communicate effectively with clients, colleagues, and other stakeholders
• Assist with the development of new investment products and strategies