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Senior Investment Associate And Portfolio Manager 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
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 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 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
Associate Portfolio Manager- En
By RBC At Montréal-Ouest, Quebec, Canada
Review and respond to risk management reports
Proactively identify and review client portfolio management issues and recommend solutions to investment counsellors to resolve them
Implement action plans and proactively manage client portfolios to achieve or exceed performance goals
Undergraduate degree (preferably in business, finance or economics)
Strong written and verbal communication skills in French and English (in order to serve English-speaking clients in the Québec market)
Strong working knowledge of Microsoft 365 apps, especially Excel
Associate Portfolio Manager Jobs
By OneVest At Toronto, Ontario, Canada
5+ years of relevant experience in wealth or asset management, preferably in a discretionary decision-making capacity
Maintain up-to-date knowledge repository of the North American investment product landscape
Conduct ad-hoc industry and product research as required for new product development and to ensure continued competitiveness of OneVest’s existing offerings
Assist with managing client interactions to ensure overall client satisfaction in the OneVest partner experience and OneVest investment products
Bachelor degree or higher in commerce, finance, economics, engineering or a related field
Experience with due diligence and oversight of third-party investment 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 ...