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Investment And Portfolio Analyst Jobs

Portfolio Analyst / Investment Administrator / Sales And Marketing Associate
By Schwaben Capital Group Limited At Toronto, Ontario, Canada
Assisting with portfolio management, including financial planning, investment research, trading, and rebalancing.
Experience with CRM applications. Zoho One experience is of great benefit
Undergraduate degree related to business/finance, computer science, engineering, or Information Technology
Experience using Facebook and LinkedIn and other social media platforms
Experience in the financial services or sales sector
Experience with corporate Facebook and LinkedIn accounts
Portfolio Analyst / Investment Administrator
By Schwaben Capital Group Limited At Toronto, Ontario, Canada
Assisting with portfolio management, including financial planning, investment research, trading, and rebalancing.
Experience with CRM applications. Zoho One experience is of great benefit
Undergraduate degree related to business/finance, computer science, engineering, or Information Technology
Experience using Facebook and LinkedIn and other social media platforms
Experience in the financial services or sales sector
Experience with corporate Facebook and LinkedIn accounts
Financial And Investment Analyst
By ZOHSA Consulting And Financial Advisory Service At North Vancouver, British Columbia, Canada
Be abreast with knowledge of accounting requirements for investment funds.
Writing reports on technical issues and presenting them to management.
5+ years’ experience preparing audited financial statements or investment fund operations.
Experience with fund accounting systems will be an asset (e.g. Fund Suite ARC, MPower).
Advanced knowledge of Microsoft Office Excel.
Experience writing technical papers such as accounting policy and/or workflow diagrams.
Portfolio Manager, Private Investment Counsel - Kitchener/Waterloo
By Scotiabank At Waterloo, Ontario, Canada
Strong interpersonal, communication & listening and people management skills.
Responding to client and Senior Management inquiries, resolving problem situations autonomously when they arise
Identifying referral opportunities for Scotia Wealth Management partners, ScotiaMcLeod, Commercial Banking, Retail and other key partners (Roynat, GTB, International, GBM, etc.)
Actively sharing knowledge and experience to enhance the development of all team members.
Thorough knowledge of the full SPCG product and service offering in order to identify opportunities across the SPCG Team of Experts.
Working knowledge of the products and services offered by Scotiabank partners in order to identify and refer clients as appropriate
Investment Banking Analyst - Metals And Mining
By Gilbert & Robinson Pty Ltd At Toronto, Ontario, Canada

This leading global Investment Banking platform and are highly respected for their M&A capabilities but they are also active across ECM Advisory and Private Funds.The team works very closely with ...

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 ...

Senior Portfolio And Project Management Analyst
By Allstate Canada At Markham, Ontario, Canada
Developing technical program / project management best practices / templates and providing training / mentoring to project teams.
If needed, provide full staffing and management for the organization's major technical projects / programs.
Relationship management with ACG and MTI/ ATSV stakeholders.
New PM requests from ITSL, including clear requirements and business case approval
Timesheets approval by functional managers
Knowledge Transfer to other PPM Analysts: Creates and maintains training aids and facilitates training and refresher sessions
Director, Investment Product & Portfolio Construction
By Manulife At Toronto, Ontario, Canada
Educate on the capabilities of the portfolio management system
Ability to drive ideas from concept to completion through efficient project management and execution skills
Provide guidance on model building and management in our advisor managed program
Aid in the recruitment of new advisors by outlining our portfolio management and portfolio construction consulting work
Solid understanding of asset management business and investment products, guided portfolios/models
Experience with presentation development and delivery, especially to discretionary advisors and portfolio managers
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)
Routing And Switching Portfolio Support Engineer
By Ciena At Ontario, Canada
Experience with Element Management or Network Management systems would be and asset.
Motivated self-starter with excellent time-management skills and an ability to work from broad guidelines with minimal direction.
Knowledge and experience with personal computers, Microsoft office suite of software.
Work with Quality Assurance, Design, Product Management, Technical Publications, and Training to provide Customer feedback.
2-5 years related experience or equivalent combination of education and experience.
Provide system level post-sales support for CIENA’s Customer base. This includes testing, trouble shooting and remote technical support for CIENA products.
Senior Investment Professional/ Portfolio Manager
By Groundlayer Capital Inc. At Toronto, Ontario, Canada

Senior Research Analyst/Portfolio Manager Groundlayer Capital, an independent alternative investment management firm with a 20-year track record, is looking to hire a Senior Research ...

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.

Are you looking for an exciting opportunity to use your financial analysis skills to help create a profitable investment portfolio? We are looking for an Investment Portfolio Analyst to join our team and help us make smart decisions about our investments. You will be responsible for researching and analyzing financial data, developing investment strategies, and providing recommendations to our team. If you have a passion for finance and a knack for finding the best investment opportunities, this is the job for you!

Overview:

An Investment Portfolio Analyst is responsible for analyzing and managing a portfolio of investments. They are responsible for researching and evaluating potential investments, monitoring existing investments, and making recommendations to clients on how to best manage their investments.

Detailed Job Description:

An Investment Portfolio Analyst is responsible for researching and evaluating potential investments, monitoring existing investments, and making recommendations to clients on how to best manage their investments. They must be able to analyze financial data and make informed decisions based on their research. They must also be able to communicate their findings to clients in a clear and concise manner. They must be able to work independently and as part of a team.

What is Investment And Portfolio Analyst Job Skills Required?

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Knowledge of financial markets and investments
• Knowledge of financial analysis and portfolio management
• Ability to interpret financial data and make informed decisions
• Ability to work under pressure and meet deadlines

What is Investment And Portfolio Analyst Job Qualifications?

• Bachelor’s degree in finance, economics, accounting, or a related field
• Relevant experience in financial analysis and portfolio management
• Professional certification in financial analysis or portfolio management (e.g. CFA, CFP)

What is Investment And Portfolio Analyst Job Knowledge?

• Knowledge of financial markets and investments
• Knowledge of financial analysis and portfolio management
• Knowledge of financial regulations and compliance
• Knowledge of risk management and portfolio optimization

What is Investment And Portfolio Analyst Job Experience?

• Relevant experience in financial analysis and portfolio management
• Experience in researching and evaluating potential investments
• Experience in monitoring existing investments
• Experience in making recommendations to clients

What is Investment And Portfolio Analyst Job Responsibilities?

• Research and evaluate potential investments
• Monitor existing investments
• Make recommendations to clients on how to best manage their investments
• Analyze financial data and make informed decisions
• Communicate findings to clients in a clear and concise manner
• Work independently and as part of a team
• Adhere to financial regulations and compliance