Register
Recruit Create CV

Portfolio Underwriter Jobs

Underwriter - En Jobs
By Laurentian Bank At Brossard, Quebec, Canada
University education in an appropriate field, Finance or Accounting and other related field.
Strong interest in Finance and good analytical skills.
Follow up on client portfolio irregularities and collateralization in accordance with credit authorization requirements.
Minimum of 3 to 5 years experience in a related field.
Intellectual curiosity and critical thinking skills.
Good resourcefulness and ability to manage priorities.
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
Transportation Underwriter Jobs
By Insurance Talent Group At Burlington, Ontario, Canada
Understanding and usage of a company operating system or broker management system
5 years of Commercial Fleet Automobile experience
Excellent verbal and written communication skills
Provide an eloquent and efficient message to broker and customer prospects, and provide them with product information as requested
Coordination of all data collection associated with Account Submissions received from Brokers.
Gathering of all pertinent submission or renewal information for Underwriting Analysis
Senior Portfolio Underwriter, Commercial Insurance
By Unica Insurance Inc. At Mississauga, Ontario, Canada
Computer skills that enable independent management of a variety of programs
Communicate results, outstanding issues, industry trends and business opportunities to the Commercial Management team
In-depth technical knowledge and experience working in both property/casualty and automobile lines
Necessary Knowledge, Skills And Attributes
Exceptional knowledge of underwriting principles, concepts and methodologies in a commercial environment
Extensive knowledge of commercial rates and pricing to effectively underwrite and attract target business
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;
Cyber & Tech Underwriter Jobs
By BOXX Insurance Inc. At Montreal, Quebec, Canada

You will enjoy working in a fast-paced, team-oriented environment and you’ll thrive on the challenge.

See the full posting here: https://boxxinsurance.com/job/cyber-underwriter/

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.
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.
Underwriter Jobs
By Sun Life At Edmonton, Alberta, Canada
Endless growth opportunities with multiple career paths in our dedicated channel, independent channel, high net worth and underwriting risk management teams.
Communicate with financial security advisors and/or clients’ physicians, to deliver critical updates, discuss additional requirements, and explain unique decisions.
Maintain medical knowledge and stay current on underwriting practices
Minimum 1-3 years of experience as an Individual Life Underwriter
Analytical, critical thinking, problem-solving and decision-making skills
Knowledge of medicine and risk factors
Production Underwriter (Canada) Jobs
By Coalition, Inc. At Canada
Identify new customers through effective pipelining, pre-qualification, and territory analysis/management
Exhibit thorough knowledge of the local cyber insurance marketplace and trends, Coalition’s capabilities within the geography, and corporate vision
Knowledge and experience with technical issues, compliance, coverage, products and pricing strategies
Work closely with sales and product staff to assess cyber products and capabilities
2+ years of multi-line underwriting experience within the Technology E&O/Cyber segment and be able to work independently within underwriting authority
Knowledgeable background in risk analysis (especially in technology and cyber insurance)
Northpoint Underwriter - En
By Laurentian Bank At Toronto, Ontario, Canada
Provide assistance to the AVP - Underwriting, CRO, AVP of Credit and Credit Manager when needed
Hold a Bachelor's Degree in Accounting, Business or Finance
Possess 3 years' worth of underwriting experience in secured lending (ABL experience is a plus)
Underwrite and document a combination of floorplan and, when necessary, asset-based loans
Participate in ad hoc and other projects related to reporting and compliance
Adhere to NCF's and LBC's Code of Conduct and embody the qualities identified in The Ideal Team Player by Patrick Lencioni
Underwriter (Cyber) Jobs
By Arch Capital Services LLC At Toronto, Ontario, Canada
Strong interpersonal and communication skills and the ability to work with management at a senior level
Knowledge of broader MPL classes of business is desirable
Ability to organize, prioritize and manage multiple priorities
Independent and innovative thinker with creative problem solving skills & strategic thinking
Strong analytical skills/judgement and mathematical skills
BA or BS, ideally with a degree/major in Economics, Business, Finance, Accounting or Computer Science
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.
U.s. Equity Portfolio Advisor
By RBC Wealth Management At Toronto, Ontario, Canada
Five years of experience in U.S. equity portfolio management and/or equity research (or similar).
Collaborate with Multi-Asset Advisory & Portfolio Practice Management colleagues to provide holistic portfolio management advice and leverage portfolio analysis tools.
Bachelor's Degree (or higher level education) and CFA Charterholder (or currently working towards obtaining).
Excellent communication skills (both written and oral) with the ability to distill complex ideas into clear, relevant and timely advice.
Current registration as a Portfolio Manager with relevant regulatory bodies.
Experience combining fundamental, quantitative and technical equity analysis techniques.
Portfolio Administrator Jobs
By Guardian Capital Advisors LP At Calgary, Alberta, Canada
Strong time-management and interpersonal skills, and the ability to consistently meet deadlines
Being responsible for the management and administration of the existing book of business;
Reviewing tax installments, scheduled contributions/withdrawals, RIF/LIF payments, RESP grants, and management fees;
Advanced skills and experience with Salesforce
Reporting and supporting the portfolio managers and referring advisors;
Preparing regular reports and client presentations to assist the portfolio managers;
Optical Portfolio Marketing Jobs
By Ciena At Ottawa, Ontario, Canada
We are committed to employee development, offering tuition reimbursement and a variety of in-house learning and mentorship opportunities.
We realize time away to recharge is non-negotiable. We offer unlimited paid time off!
Create compelling digital and other marketing content targeted and written to the right audiences to create demand for Ciena offerings
Strong understanding of customer requirements in the optical market, and coherent solutions in particular
Proven track record of working in a team-oriented environment while leveraging remote resources
Proven track record of presentation, interpersonal, and communications skills (internal/external)
Underwriter - Beazley Digital
By ClickJobs.io At Toronto, Ontario, Canada
Good people management skills Knowledge and Experience
Develop a good working relationship with the claims managers on this class of business. Client Management
Computer skills - good working knowledge of MS Office, advanced Excel skills
Develop best practice and disseminate business and class knowledge within the team and Beazley Digital.
Strong analytical skills with attention to detail
Ability to manage time, meet deadlines and prioritise
Portfolio Specialist Jobs
By TransAlta At Calgary, Alberta, Canada
Previous experience in electricity and gas markets
Experience in asset and mathematical modeling techniques
Computer programming skills in Python or other languages preferred
University degree in finance, mathematics, economics and/or computer science preferred
A ncillary trading and pricing TransAlta’s merchant portfolio in the AB market
Develop and execute market strategies to maximize margin, hedge commodity risk, and achieve financial targets