Portfolio Analyst

Guardian Capital Advisors; Calgary; On-site; CAD 60,000 - 80,000; Full time

Job summary

A financial services provider in Calgary seeks a Portfolio Analyst to support Client Portfolio Managers and assist in managing high net worth client relationships. The role requires a minimum of 3 years of experience in the financial services industry with a focus on investment analysis. Candidates should have strong communication skills and be proficient in Microsoft Office. Competitive compensation is offered based on experience.

Qualifications

• Minimum 3 years of meaningful work experience in financial services.
• Proficient in Microsoft Office, especially Excel with macros.
• Strong written and verbal communication skills.

Responsibilities

• Provide back-up support for Client Portfolio Managers.
• Assist in managing client portfolios and relationships.
• Review client reports and statements for accuracy.

Skills

Investment analysis

Time management

Interpersonal skills

Communication skills

Microsoft Office proficiency

Education

Post-secondary education in business

Completed CFA Level 1 preferred

Tools

Salesforce

Eagle

Charles River

Job description

JOB STATEMENT

Guardian Capital Group Limited (“GCG”) is a diversified financial services company that serves the needs of clients within the financial services sector. Guardian Capital Advisors LP (“GCA”) is a subsidiary of GCG, provides customized investment solutions to high net worth clients. GCA has a dynamic opportunity for a motivated individual who desires working in a progressive, team-based financial services environment.

Working closely with the Client Portfolio Managers (CPM) in a challenging and highly motivated environment, you will be a member of a top-performing team serving a clientele of sophisticated, high-net-worth investors. The successful candidate will be responsible for various aspects of the research process, client service, compliance, documentation, monitoring, portfolio analytics, implementing investment mandates and assisting in the management of portfolios.

ESSENTIAL FUNCTIONS

Portfolio Manager Support (45%)

• Provide back-up support for Client Portfolio Managers (CPMs) situated in the Calgary office.
• Assist in trading, cash management and client portfolios.
• Assist in managing select client relationships and/or portfolios.
• Attend client meetings with CPMs
• Assisting in the preparation of client marketing presentations, proposals, questionnaires and data requests.

Ongoing Client Support (30%)

• Respond to inquiries from clients, referral agents and associates on account information.
• Oversee the tracking and follow-up on client service issues related to the management of client portfolios.
• Work with CPMs on maintaining and reviewing clients’ portfolio performances
• Review ad hoc client reports and quarterly client statements to ensure accuracy.

Research and Analysis (20%)

• Review CPM's client portfolios looking for potential gaps and variances from stated clients’ IPS.
• Conduct asset reviews based on the needs of CPMs.
• Analyze cash and near-cash positions to ensure that routine client withdrawals and client payments are managed effectively and efficiently.
• Develop/build ad hoc analysis and reporting for PMs based on need.

Interpersonal Development (5%)

• Skills development (CE credits, courses)
• Training in systems relevant to Guardian.
• Be a part of the Portfolio Analyst team to ensure Guardian Capital operations and client services standards are met, and be part of continuous improvement.

QUALIFICATIONS

• Post-secondary education in business
• Completed CFA Level 1 preferred
• A minimum 3 years of meaningful work experience, in the financial services industry with a focus on investment analysis and/or mid or front office support
• Proficient in Microsoft Office, including Word, Power Point, Excel (macros, VBA skills is an asset)
• Strong written, time management and interpersonal skills
• Impeccable written and verbal communication skills
• Ability to multitask and maintain confidentiality
• Professional, polished presentation and the ability to interact with clients and prospects
• Experience with Salesforce, Eagle and Charles River is a definite asset
• Ability to work independently as well as within a team environment

COMPENSATION

• Commensurate with experience