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Portfolio Associate Jobs in British Columbia

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.
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.
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 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.
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.
Associate / Associate Portfolio Manager, Public Markets
By Fintros At British Columbia, Canada
Minimum of 2 years of experience in global investment management, consulting, or related fields is preferred.
Develop and maintain relationships with research contacts, management teams, and other stakeholders
Identify and manage concentrated public equity positions that fit investment themes and will outperform global markets over the long-term
Help mentor and develop less experienced team members
Strong research, financial modelling, analytical and valuation skills
Excellent communication skills, both written and verbal

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