Portfolio Construction Analyst

NT Global Advisors; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Toronto seeks a candidate to assist senior partners in managing investment relationships and funds. Responsibilities include performing investment analysis, monitoring portfolios, and developing investment strategies. Expertise in financial analysis and a university degree in finance-related fields are essential. This full-time position offers an engaging work culture focused on collaboration and flexibility.

Qualifications

• 3-5 years industry related experience, preferably in the Manager of Managers business.
• Advanced knowledge of financial analysis and optimization software.

Responsibilities

• Assist in the management and risk analysis of investment accounts.
• Conduct asset allocation studies.
• Develop new tools for investment management.
• Research and analyze investment data for recommendations.
• Communicate with external investment managers.

Skills

Analytical skills

Investment recommendations

Project Management

Portfolio Management

Teamwork

Knowledge of financial analysis

Education

University Degree in Finance, Economics, or related fields

CFA or CSI's CIM designation

Tools

MS Office applications (Excel, PowerPoint, Word)

VBA, R, or Python

Job description

Overview

About Northern Trust :

Northern Trust a Fortune 500 company is a globally recognized award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the worlds most successful individuals families and institutions by remaining true to our enduring principles of service expertise and integrity. With more than 130 years of financial experience and over 22000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.

Summary

The successful candidate will be responsible for assisting senior partners in the management of investment relationships and funds for high net worth and institutional clients in a multi-asset framework. Will work with senior partners to help develop investment objectives and guidelines for clients and perform investment and risk analysis to support these relationships. Responsibilities also include monitoring client portfolios external investment managers and the production of client reporting.

Primary Duties and Responsibilities

• Assist senior partners in the management and risk analysis of investment accounts.
• Conduct asset allocation studies to identify optimal portfolios tailored to achieve client goals incorporating client risk tolerance levels funding and income needs and knowledge of current Economic and financial market conditions.
• Assist in the construction oversight and marketing of multi-asset and multi-manager portfolios used to fulfill target asset allocations.
• Assist in developing new tools to improve the strategist teams investment management capabilities. Research for new ideas and opportunities found in academic literature and creatively apply to current investment processes.
• Gather analyze and compile various statistics on pooled funds and separate accounts (i.e. asset types bond quality rates performance statistics etc.) from external investment managers to create investment summaries for internal and external use.
• Provide senior partners with statistical and market data such as market outlook and graphs for use in creating marketing booklets and other materials for Northern Trust clients. Oversee distribution of reports.
• Research and analyze investment data to formulate investment recommendations to select and / or replace external investment managers.
• Assist in the monitoring and management of the relationships with external investment managers.
• Display high level of teamwork toward achieving Northern Trusts goals. Maintain a positive influence in the group. Proactively advise Northern Trust partners of issues that may affect client / prospects in either a positive or negative way.
• Work with Legal and Compliance to help ensure all aspects of the client relationship investment process and reporting adhere to the policies and procedures.

Necessary Knowledge Skills and Experience

• 3 - 5 years industry related experience preferably in the Manager of Managers business.
• Strong analytical skills and ability to provide investment recommendations based on qualitative and quantitative information.
• Advanced knowledge of MS Office applications (Excel Powerpoint Word) required. Experience with macros and programming (VBA R or Python) preferred.
• Knowledge of returns based positions based risk analysis and optimization software.
• CFA or CSIs CIM designation is required with CAIA designation preferred.
• University Degree required preferably BComm / BS / BA in Finance Economics or related fields.

Working with Us

As a Northern Trust partner greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged senior leaders are accessible and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

Wed love to learn more about how your interests and experience could be a fit with one of the worlds most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process please email our HR Service Center at .

We hope youre excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Key Skills

• Project / Program Management
• Project Portfolio Management
• Portfolio Management
• Credit Analysis
• Banking
• Pricing
• Analysis Skills
• Project Management
• Financial Analysis
• Budgeting
• Property Management
• Contracts

Employment Type : Full-Time

Experience : years

Vacancy : 1