Senior Client Associate, Asset Management - Client Growth

MIDDLEFIELD; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

An independent asset manager in Toronto is seeking a motivated Senior Client Associate to join their sales team. This role involves conducting portfolio analyses, preparing client reports, and developing client relationships. The ideal candidate will have 1-3 years of experience in the investment management industry and a degree in Finance or Business. Strong analytical skills and a keen interest in financial markets are essential. This full-time position offers a salary range of $70,000-$90,000 and direct communication with senior management.

Qualifications

• 1-3 years of experience in asset management/investment services preferred.
• Experience with portfolio analysis and performance comparisons is an asset but not required.

Responsibilities

• Conduct portfolio analyses and fund comparisons to identify how products fit within client’s portfolios.
• Prepare detailed reports for clients on portfolio performance and recommended strategies.
• Develop strong client relationships and respond to inquiries promptly.
• Participate in business development to attract new clients.
• Support client engagement strategies, including event coordination.
• Maintain accuracy and confidentiality of client records.

Skills

Interpersonal skills

Analytical skills

Organizational skills

Critical thinking

Self-starter

Education

Bachelor’s or Master’s Degree in Finance, Business, or related field

Tools

Salesforce

Pardot Lightning

Capintel

FactSet

Job description

An independent asset manager in Toronto is seeking a motivated Senior Client Associate to join their sales team. This role involves conducting portfolio analyses, preparing client reports, and developing client relationships. The ideal candidate will have 1-3 years of experience in the investment management industry and a degree in Finance or Business. Strong analytical skills and a keen interest in financial markets are essential. This full-time position offers a salary range of $70,000-$90,000 and direct communication with senior management.