Portfolio Advisory Group Associate Jobs

Understanding of credit & lending concepts & risk management

Minimum 1-3 years of prior experience in commercial banking accounting/financial advisory or consulting

Strong analytical and problem-solving skills

Ability to build meaningful and trusting relationships

Ability to multi-task in a fast-paced environment

Proficient with MS Outlook, Word, Excel, PowerPoint, data analytics platforms, etc.

Contract management, disputes and/or asset management.

Associate: 4+ years of relevant work experience in an infrastructure related field; with relevant experiences across one or more of:

Financial analysis and modeling, and/or consideration of economic costs and benefits

Strong analytical skills and capability to provide quality deliverables with an attention to detail

Strong interpersonal and presentation skills for a range of audiences

Working knowledge of accounting concepts and principles (CPA not required)

University degree in Engineering, Business Administration, Commerce, Finance, or a related mix of academic and practical experience

Provide commercial and financial analysis of project finance structures, instruments, and pricing

Apply your exceptional writing skills to prepare reports for a broad variety of assignments.

3-5 years of experience in similar advisory role, consulting to public and private sector clients

A broad skill set including strong presentation and stakeholder facilitation, business case and report writing, organizational and analytical skills

Excellent communication and writing skills

Strong project management skills and attention to detail

Bachelor’s degree from an accredited college/university in Engineering, Construction Management, or related discipline

Assisting with data gathering activities including document review and supervision, and quality control of data entry activities

3-5 Years of experience in the construction and engineering industries

Proficiency with Primavera Project Planner and project scheduling technique experience is highly preferred

Experience in investigative work focused on contractual claims and disputes

Contract management, disputes and/or asset management.

Financial analysis and modeling, and/or consideration of economic costs and benefits

Experiences managing and mentoring junior staff

Strong preference will be given to candidates who have gained such experience from either:

A professional services environment with relevant infrastructure related project experience and/or commercial and financial advisory experience; or

Financial modelling experience with major capital projects, with the capacity to develop such models independently with minimal guidance

Contract management, disputes and/or asset management.

Associate: 4+ years of relevant work experience in an infrastructure related field; with relevant experiences across one or more of:

Financial analysis and modeling, and/or consideration of economic costs and benefits

Strong analytical skills and capability to provide quality deliverables with an attention to detail

Strong interpersonal and presentation skills for a range of audiences

Working knowledge of accounting concepts and principles (CPA not required)

Market knowledge with portfolio management experience an asset, but not required;

Licensed Portfolio Manager with 3-7 years of relevant experience in Capital Markets, Portfolio Management and / or Business;

Strong verbal communication skills and comfort engaging all levels of firm management;

Solid understanding of Capital Markets and various asset classes; deep knowledge of investment products across the equities and fixed-income landscape;

Direct experience with and a solid understanding of financial modeling and valuation analysis;

Superior Excel, Word, PowerPoint and Bloomberg skills;

Minimum 3 years portfolio management experience.

Discretionary portfolio management experience, preferably with high-net-worth clients.

Manage ongoing scheduled/ad-hoc cash flow requests by implementing security trading and portfolio rebalancing trades.

Minimum 5 years investment industry experience.

CIM® Designation (Chartered Investment Manager)

Demonstrated presentation skills, both written and oral.

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

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

Contract management, disputes and/or asset management.

Associate: 4+ years of relevant work experience in an infrastructure related field; with relevant experiences across one or more of:

Financial analysis and modeling, and/or consideration of economic costs and benefits

Strong analytical skills and capability to provide quality deliverables with an attention to detail

Strong interpersonal and presentation skills for a range of audiences

Working knowledge of accounting concepts and principles (CPA not required)

Provide personalized and responsive service to Portfolio Managers, Investment Advisors, and Investment Associates with respect to incoming investment-related questions.

Develop investment knowledge through reading of vast amount of research and team’s own content.

Bachelor's Degree or higher level education.

French communication skills (presenting, speaking, writing) could help differentiate candidates.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

Opportunities to take on progressively greater accountabilities