Portfolio Associate

IFG International Financial Group Ltd; South Frontenac; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A financial institution is looking to hire a Portfolio Associate for a 6-month contract. The role is hybrid, requiring 2 days in office weekly. Key responsibilities include data processing, managing investments, and supporting client accounts. Ideal candidates will have a degree in Business or Finance, relevant experience, and strong investment management skills.

Qualifications

• 1-3 years of relevant experience in the investment or financial services industry.
• CFA, Level 1 or CSC is considered an asset.

Responsibilities

• Utilizing custom models for data processing.
• Operating within a portfolio management system.
• Assisting investment counselors by preparing portfolio proposals.
• Supporting senior team members with trading tasks.

Skills

Strong investment management knowledge

Solid relationship management skills

Strong technical skills

Education

Post-secondary degree in Business or Finance

Tools

Microsoft Office

Job description

Overview

Our client, a financial institution, is looking to hire a Portfolio Associate, Private Wealth, on a 6-month contract. This position is hybrid, 2 days in office, including Wednesdays.

Responsibilities

• Utilizing custom models for data processing
• Operating within a portfolio management system
• Assisting investment counselors by preparing portfolio proposals
• Supporting senior team members with trading tasks, including GICs
• Managing investments effectively
• Assisting with client accounts and reports
• Understanding and following compliance policies

Qualifications

• Post-secondary degree in Business or Finance
• 1-3 years of relevant experience in the investment or financial services industry
• CFA, Level 1 or CSC is considered an asset
• Strong investment management knowledge
• Solid relationship management skills
• Strong technical skills - Microsoft Office

How to apply

If you are interested in this opportunity, kindly send your resume in MS Word format to [e-mail] today!

Other opportunities can be viewed at www.ifg-global.com.