Register
Recruit Create CV

Portfolio Associate Jobs

Portfolio Accountant Jobs
By TandemLaunch Inc. At Montreal, Quebec, Canada
Day-to-day bookkeeping and full-cycle accounting
Preparing payroll and accompanying entries
Producing reporting on a monthly and quarterly basis and contributing to ad-hoc financial analysis and special projects
Reviewing and preparing regular government reporting
Coordinating and advising on grants, tax credits and other financing opportunities and working with external partners on the files.
Vp/Portfolio Mgmt Ftcc
By Franklin Templeton At Toronto, Ontario, Canada
At least three years of relevant portfolio management experience supporting clients in a wealth management team
Delivering exceptional portfolio management support and advice to our existing and growing book of clients.
Collaborating with the customer experience team to ensure that clients are onboarded in a smooth and seamless way;
Certified Financial Planner (CFP) and/or Canadian Investment Manager (CIM) designation would be considered an asset .
Prior experience managing high net worth clients in a servicing/sales capacity
Strong analytical and relationship building skills
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
Director, Portfolio Reporting Jobs
By JLL At Toronto, Ontario, Canada
5+ years of management experience
Oversee and participate in monthly, quarterly and annual reporting as well as presentations for JLL Senior Management and client when required;
Provide oversight to the team for in their analysis and consolidation of all internal and external reporting requirements;
Recognized professional accounting or financial analyst designation, or equivalent experience.
8+ years experience in financial reporting, forecasting and budgeting and financial performance analysis, ideally within commercial real estate
Knowledge of Yardi Voyager and Advanced Forecasting and Budgeting, an asset;
Senior Portfolio Associate Jobs
By Peoples Group At Toronto, Ontario, Canada
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.
Associate Brand Manager, Edrington Portfolio
By Beam Suntory At Toronto, Ontario, Canada
Showcase superior brand marketing, commercial and financial acumen skills with the autonomy to manage a full brand portfolio
Manage, develop and coordinate all trade promotion materials (sell sheets, educations tools, etc.) for both retail and On-Premise
Support with agency partner and vendor relationship management - creative brief development, budget management, etc.
A chance to further develop marketing skills and be seen as a viable business partner
Develop elements of brand plans, with coaching from Brand Manager
Where applicable, work with Trade Marketing Managers to regionalize national brand programming and deliver custom regional programs
Portfolio Assistant Jobs
By BMO At Vancouver, British Columbia, Canada
Provides knowledge detailed information about products and services offered.
Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.
Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
Broader work or accountabilities may be assigned as needed.
Advanced knowledge of investment process and procedures.
Research Associate - Portfolio Strategy & Quantitative Analysis - Montreal, Qc [Scotiabank]
By CareerBeacon At Montreal, Quebec, Canada
Excellent data modeling skills, quantitative analysis, and experience working with large datasets
A university degree in finance, economics, mathematics, financial engineering, engineering, or a relevant discipline
Bilingual in English & French with strong English written and verbal communication skills
Knowledge of financial data, capital markets and accounting concepts
Experience using Bloomberg and FactSet
Ability to multi-task and manage several on-going projects at the same time
Research Associate - Portfolio Strategy & Quantitative Analysis (Contract) - Toronto, On
By Scotiabank At Toronto, Ontario, Canada
Excellent data modeling skills, quantitative analysis, and experience working with large datasets
A university degree in finance, economics, mathematics, financial engineering, engineering, or a relevant discipline
Strong written and verbal communication skills
Knowledge of financial data, capital markets and accounting concepts
Experience using Bloomberg and FactSet
Ability to multi-task and manage several on-going projects at the same time
Portfolio Assistant Sales, Pb
By BMO At Burnaby, British Columbia, Canada
Provides knowledge detailed information about products and services offered.
Broader work or accountabilities may be assigned as needed. Qualifications:
Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.
Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
Advanced knowledge of investment process and procedures.
Director, Portfolio Architect Jobs
By Canada Life At Toronto, Ontario, Canada
Experience motivating highly skilled groups of individuals toward teamwork and a common purpose; integrating efforts across units; monitoring and assessing results.
Accountable to ensure high quality delivery of leading-edge solutions, balancing time and cost requirements with enterprise architecture directions.
Proactively identify areas and opportunities to use technology to modernize & enhance customer experience and/or organizational efficiency.
Provides leadership in managing IT risk (e.g.: security, disaster recovery, technology solution quality, etc.) and control requirements.
10+ years of demonstrated experience in modernizing IT environments with a preference for significant complexity, highly regulated, and/or financial services environments.
5+ years progressive leadership experience related to both projects and teams.
Associate Services Portfolio/Product Manager (Canada)
By Motorola Solutions At Canada
Lifecycle management - work with Offer Managers to manage lifecycle communications and updates to services and all material
1+ years experience in product management or related role
Familiarize yourself with company’s product lines and service offerings and their impact on our customers and market as a whole
Build relationships with stakeholders across the organization as it relates to your assigned portfolio of service offerings
Maintain an existing services offer portfolio, including periodic troubleshooting and corrective actions for operational issues
Deliver on-going service offer training (Portfolio Awareness)
Associate Portfolio Manager, Global Credit Investments – Private Debt Deal Team
By Investment Management Corporation of Ontario (IMCO) At Toronto, Ontario, Canada
Interact with internal stakeholders (i.e., risk, tax, legal, finance) to support deals and ongoing portfolio management.
Apply sound investment and credit-specific knowledge and experience to build and analyze complex financial models.
Excellent quantitative, analytical, financial modelling, problem-solving and researching skills with strong attention to detail.
Conduct research and analysis on a broad range of topics to support investment decision-making across various credit asset classes.
Contribute to ad-hoc projects as required to further develop and expand the Global Credit strategy and platform.
Support asset monitoring throughout the investment lifecycle.
Senior Associate, Portfolio Valuation
By Kroll At Toronto, Ontario, Canada
Working with management to build and maintain client relationships
Identifying and communicating potential engagements to management and writing engagement letters
Attending relevant industry events to broaden your knowledge and experience within the alternative asset industry
Bachelor's or Master's degree in Finance, Accounting or Economics or MBA
Strong analytical and problem solving skills
Knowledge of software packages including MS Word, Excel, and PowerPoint
Associate Social Media Manager, Ea Sports Portfolio
By Electronic Arts (EA) At Vancouver, British Columbia, Canada
Written and verbal communication skills in English, along with solid organizational and task management abilities
3-5 years of experience as a social media manager
Collaborate with managers across the Communications team, MarComm, Brand, and game teams to ensure execution of EA SPORTS Portfolio’s tactics/campaign beats.
For HD titles (NHL, UFC and PGA), the social media manager will partner with the Community Managers on influencer program.
Experienced publishing content across different platforms using social scheduling tools such as Sprout and Airtable
Knowledge and passion of video games and sports entertainment
Associate Portfolio Manager Jobs
By RBC Wealth Management At Calgary, Alberta, Canada
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.
Associate Portfolio Manager Jobs
By RBC Wealth Management At Vancouver, British Columbia, Canada
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.
Demonstrated presentation skills, both written and oral.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and RBC shares where applicable.
Senior Associate/Portfolio Manager, Quantitative Specialist, Active Equities
By CPP Investments | Investissements RPC At Toronto, Ontario, Canada
Experience building flexible solutions that can adapt quickly to changing requirements.
A flexible/hybrid work environment combining in office collaboration and remote working
Hands on experience working with financial times series point-in-time data (market, fundamental, alternative, etc.)
Experience working with investors (e.g., quantitative/fundamental) is desirable
Experience using cloud providers and associated services – AWS/GCP/etc.
Practical knowledge of software engineering concepts and best practices, including testing frameworks and libraries, automation.
Portfolio Advisory Group Associate
By RBC Wealth Management At Toronto, Ontario, Canada
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
Portfolio Leader Jobs
By Island Health - Vancouver Island Health Authority At Victoria, British Columbia, Canada
Demonstrated experience in planning and project management.
Knowledge of project management principles and methodologies.
Knowledge of quality improvement processes and tools.
Demonstrated ability to manage challenging and competing demands within a limited timeframe.
Excellent written and oral communication skills coupled with the ability to write or edit high quality business documents.
Strong planning, critical thinking and analytical skills.

Are you looking to join a dynamic team of professionals in the financial services industry? We are looking for a Portfolio Associate to join our team and help us manage our portfolio of investments. You will be responsible for analyzing financial data, researching investment opportunities, and making recommendations to our clients. If you have a passion for finance and a drive to succeed, this is the perfect opportunity for you!

Overview A Portfolio Associate is a professional who is responsible for managing a portfolio of investments and providing advice to clients on their investments. They are responsible for researching and analyzing investments, making recommendations, and monitoring the performance of the investments. Detailed Job Description A Portfolio Associate is responsible for managing a portfolio of investments for clients. This includes researching and analyzing investments, making recommendations, and monitoring the performance of the investments. They must be able to provide advice to clients on their investments and make sure that the investments are in line with the client’s goals and objectives. They must also be able to develop and maintain relationships with clients and other professionals in the industry. Job Skills Required
• Strong analytical and research skills
• Knowledge of financial markets and investments
• Ability to develop and maintain relationships with clients
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Knowledge of financial regulations and laws
• Ability to manage multiple projects simultaneously
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Relevant certifications such as the Chartered Financial Analyst (CFA) or Chartered Investment Manager (CIM)
• At least two years of experience in a related field
Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of financial regulations and laws
• Knowledge of portfolio management techniques
• Knowledge of risk management techniques
Job Experience
• At least two years of experience in a related field
• Experience in portfolio management
• Experience in financial analysis
• Experience in client relations
Job Responsibilities
• Research and analyze investments
• Make recommendations to clients on their investments
• Monitor the performance of investments
• Develop and maintain relationships with clients
• Provide advice to clients on their investments
• Ensure investments are in line with the client’s goals and objectives
• Manage multiple projects simultaneously
• Stay up to date with financial regulations and laws