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Senior Investment Officer Jobs

Senior Investment Strategist Jobs
By Invest Ontario At Toronto, Ontario, Canada
recommendations to senior management and the Board on proposed new/revised strategic business planning and priority setting.
Program Development and Project Management
BENEFITS OF WORKING WITH INVEST ONTARIO:
Employer-paid health benefits with optional employee paid upgrades
· Master’s degree in Business, Finance, Business Administration, Economics, Statistics, Business Analytics/Business Intelligence, or related field.
· Minimum 7 years’ experience in investment related strategy and program
Senior Operations Officer - En
By Laurentian Bank At Toronto, Ontario, Canada
Assists the management team with special projects and other tasks to ensure a balanced workload amongst all team members
2 to 4 years commercial real estate mortgage, commercial banking lending, deposits or administration experience
Strong computer, mathematical and financial analysis skills
Prepares monthly billings for collection of payments, interest, and fees
Processes loans disbursements and renewals of advances including Bankers Acceptances, Visa or Settlement facilities, Lines of Credit, Letters of Credit
Keeps up to date with current laws and with the Bank's programs, policies and procedures
Chief Investment Officer (Private Equity)
By ClickJobz At Toronto, Ontario, Canada
Excellent leadership and team management abilities, with a track record of building and leading high-performing investment teams.
Exceptional communication and presentation skills, with the ability to interact confidently and effectively with investors, executives, and portfolio company management.
Extensive experience in closing private equity transactions, demonstrating strong deal origination and execution skills.
Exceptional financial acumen and analytical skills, with the ability to evaluate complex investment opportunities and assess risk-reward profiles effectively.
Strong negotiation and influencing skills, with the ability to structure and negotiate favorable terms for the firm.
Bachelor's degree in finance, business administration, or a related field (advanced degree preferred).
Senior Manager, Investment Product
By ATB Financial At Edmonton, Alberta, Canada
Accountable for delivery of business outcomes; discovers, designs, develops and manages activities for ATBIM's products through entire lifecycle
Delivers feasible, viable and desirable client experience for product and/or product line by leveraging data insights, partners, and stakeholders
Works with the product distribution team to support product launches, and product marketing to gain maximum benefit from each product
A minimum of 5 -10 years of experience as defined below:
AIPMM certified, or equivalent experience
As ATB's next Senior Manager, Investment Product,
Senior Manager, Investment Product
By ATB Financial At Calgary, Alberta, Canada
Accountable for delivery of business outcomes; discovers, designs, develops and manages activities for ATBIM's products through entire lifecycle
Delivers feasible, viable and desirable client experience for product and/or product line by leveraging data insights, partners, and stakeholders
Works with the product distribution team to support product launches, and product marketing to gain maximum benefit from each product
A minimum of 5 -10 years of experience as defined below:
AIPMM certified, or equivalent experience
As ATB's next Senior Manager, Investment Product,
Chief Investment Officer Jobs
By Alberta Indigenous Opportunities Corporation At Northeast Edmonton, Alberta, Canada

The Company Alberta Indigenous Opportunities Corporation (AIOC) bridges the gap between Indigenous groups seeking commercial partnerships in major projects and their financial capacity. AIOC has been ...

Chief Investment Officer Jobs
By Alberta Indigenous Opportunities Corporation At Edmonton, Alberta, Canada
Proven experience working with executives, senior management and the board, and with the Government of Alberta.
Proven experience as a CIO, Executive, Managing Director, or other senior finance professional.
Previous capital allocation experience with an Endowment or Pension manager, Private Equity fund or similar.
Experience working with Indigenous communities including a knowledge of culture.
Problem-solving and management of issues:
Strong and proven leadership to manage the complexity of investment opportunities involving Indigenous communities and stakeholders..
Chief Investment Officer Jobs
By Unblock Ventures At Vancouver, British Columbia, Canada
Help manage and uphold current client relationships.
A degree in finance or a relevant field from an accredited institution.
A minimum of 5-8 years related experience.
Strong experience leading, supervising, and motivating a team of investment professionals.
Establish effective and well-organized investment processes.
Write clear and well-informed investment recommendations based on thorough research and analysis.
Senior Investment Banker, Vp
By Wells Fargo At Toronto, Ontario, Canada
Collaborate and consult with Investment Banking peers, colleagues, and middle level managers to resolve issues and achieve goals
Lead Investment Banking projects and teams, or serve as a mentor for less experienced analysts/associate
Strong analytical skills with high attention to detail and accuracy
Excellent verbal, written, and interpersonal communication skills
Very comfortable and efficient in Excel with experience writing formulas; organizing, analyzing, and formatting data; and recognizing and auditing errors
Direct client interaction experience, including solid experience interacting with senior decision makers
Senior Manager, Investment Research
By ATB Financial At Calgary, Alberta, Canada
Creates investment education materials (e.g., fund fact-sheets) to market ATB products in accordance with regulatory requirements
Develops relationship with industry leading investment managers
Knowledge of Capital Markets; Equities; Exchange Traded Funds; Alternative Investments and Mutual Funds
As ATB's next Senior Manager, Investment Research,
Experience In The Following Would Also Be An Asset
At ATB, we know that as you develop in your career, you gain many transferable skills.
Chief Investment Officer Jobs
By BG Wealth Group At Toronto, Ontario, Canada
transformation and management of real estate assets. This core business model
Demonstrated knowledge of marketing and advertising theories and practices
with them. We manage acquired projects drawing on the over-100-years of combined
lessons learned from both our experiences and those of our clients, we deliver viable
•Work closely with Family Offices, Retail Investors and Finance Organizations
•Develop, manage, and nurture new business accounts and partnerships to accomplish profit and volume goals.
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 ...

Are you looking for an exciting opportunity to make a difference in the world of investments? We are looking for a Senior Investment Officer to join our team and help us create a better future for our clients. As a Senior Investment Officer, you will be responsible for developing and executing investment strategies, analyzing financial markets, and providing guidance to our clients. If you have a passion for investing and a commitment to excellence, this could be the perfect job for you!

Overview:

A Senior Investment Officer is responsible for managing investments and portfolios for clients. They are responsible for researching and analyzing investments, making recommendations, and monitoring the performance of investments. They must also be able to develop and maintain relationships with clients, as well as stay up to date on the latest trends in the financial markets.

How To Become an Senior Investment Officer:

To become a Senior Investment Officer, you will need to have a bachelor’s degree in finance, economics, or a related field. You may also need to have a master’s degree in finance or a related field. You will also need to have experience in the financial industry, such as working as an investment analyst or portfolio manager. You will also need to have a strong understanding of financial markets and investment strategies.

Senior Investment Officer Skills:

• Financial analysis
• Investment research
• Portfolio management
• Risk management
• Relationship building
• Communication
• Negotiation
• Problem-solving
• Time management
• Attention to detail

What is Senior Investment Officer Knowledge?

• Financial markets
• Investment strategies
• Risk management
• Tax laws
• Accounting principles
• Financial regulations
• Investment products
• Portfolio management
• Asset allocation

What is Senior Investment Officer Responsibilities?

• Research and analyze investments
• Make recommendations to clients
• Monitor the performance of investments
• Develop and maintain relationships with clients
• Stay up to date on the latest trends in the financial markets
• Prepare reports and presentations
• Negotiate terms with clients
• Manage portfolios
• Ensure compliance with financial regulations

What is Senior Investment Officer Experience?

• Previous experience in the financial industry
• Experience as an investment analyst or portfolio manager
• Knowledge of financial markets and investment strategies
• Understanding of financial regulations
• Ability to analyze financial data
• Ability to make sound investment decisions
• Ability to communicate effectively

What is Senior Investment Officer Qualifications?

• Bachelor’s degree in finance, economics, or a related field
• Master’s degree in finance or a related field (preferred)
• Professional certifications (e.g. CFA, CFP, etc.)
• Relevant work experience
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills

Senior Investment Officer Education:

• Bachelor’s degree in finance, economics, or a related field
• Master’s degree in finance or a related field (preferred)
• Professional certifications (e.g. CFA, CFP, etc.)

Tools to Help Senior Investment Officer Work Better:

• Financial analysis software
• Investment research tools
• Portfolio management software
• Risk management software
• Relationship management software
• Communication tools
• Negotiation software
• Time management software

Good Tips to Help Senior Investment Officer Do More Effectively:

• Stay up to date on the latest trends in the financial markets.
• Develop and maintain relationships with clients.
• Analyze financial data and make sound investment decisions.
• Prepare reports and presentations to communicate your findings.
• Negotiate terms with clients to ensure their best interests are met.
• Monitor the performance of investments and make adjustments as needed.
• Ensure compliance with financial regulations.

Common Senior Investment Officer Interview Questions:

• What experience do you have in the financial industry?
• What is your understanding of financial markets and investment strategies?
• How do you analyze financial data and make sound investment decisions?
• What strategies do you use to develop and maintain relationships with clients?
• How do you stay up to date on the latest trends in the financial markets?
• What experience do you have in preparing reports and presentations?
• How do you ensure compliance with financial regulations?