Current jobs related to Portfolio Associate - Canada - Swoon
-
Portfolio Associate
1 month ago
Canada, CA Valnet inc Full timeJob Description Posted Friday, March 8, 2024 at 5:00 AM Who we are: Valnet Inc., the world’s premier media investment company, owns and operates over 25 highly authoritative brands across various verticals, including entertainment, sports, technology, automotive, gaming, and travel. Specializing in acquiring, operating, and growing properties that are...
-
Associate Portfolio Manager
1 month ago
Canada, CA Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 195546 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused...
-
Commercial Credit Portfolio Associate
4 weeks ago
Canada Hyundai Capital Full timeJob OverviewPosition: Commercial Credit Portfolio AssociateAbout Us: At Hyundai Capital, we specialize in providing tailored financial solutions through our service brands, including Hyundai Motor Finance, Genesis Finance, and Kia Motors Finance. Our offerings encompass dealer inventory and facility financing, as well as indirect vehicle financing and...
-
Commercial Credit Portfolio Associate
4 weeks ago
Canada Hyundai Capital Full timeJob OverviewPosition: Commercial Credit Portfolio AssociateAbout Us: At Hyundai Capital, we specialize in delivering financial solutions through our service brands, including Hyundai Motor Finance, Genesis Finance, and Kia Motors Finance. Our offerings are designed to cater to the diverse needs of dealerships across the nation, providing essential financing...
-
Associate Portfolio Manager
1 month ago
Canada, CA Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 195546 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused...
-
Commercial Portfolio Supervisor
4 weeks ago
Canada Equipment Finance Advisor, Inc. Full timeCommercial Portfolio Supervisor - Equipment FinanceIn the role of a Commercial Portfolio Supervisor at Equipment Finance Advisor, Inc., you will oversee a diverse portfolio of commercial floorplan dealers and vendor partners across multiple sectors. Your primary objective will be to ensure risk management, enhance collections, and uphold outstanding service...
-
Canada Rosspolice Full timeOverviewIn the role of Portfolio Value Creation Analyst/Associate, you will collaborate with our value enhancement team, portfolio enterprises, and the Rosspolice investment group to drive growth and optimize operational efficiency. This analyst position offers a unique opportunity to engage with rapidly expanding technology, franchise, and service-oriented...
-
Commercial Credit Portfolio Associate
4 weeks ago
Canada Hyundai Capital Full timeJob OverviewPosition: Commercial Credit Portfolio AssociateRole Summary:*Candidates must reside within a specified distance from designated locations.*About Us: At Hyundai Capital, we offer a suite of financial solutions through our service brands, including Hyundai Motor Finance, Genesis Finance, and Kia Motors Finance. Our aim is to provide tailored...
-
Canada Rosspolice Full timeOverviewAs a Portfolio Value Creation Analyst/Associate at Rosspolice, you will collaborate with our value enhancement team, portfolio enterprises, and the Rosspolice investment division to drive growth and enhance operational efficiency. This analyst position presents a unique opportunity to engage with rapidly expanding technology, franchise, and...
-
Regulatory Portfolio Manager
1 month ago
Canada, CA ADAMA Agricultural Solutions Canada Ltd. Full timeWith our customers, we Listen. Learn. DeliverGuided by the values of the company, the Regulatory Portfolio Manager combines scientific and regulatory knowledge along with industry best practices to ensure ADAMA products are developed, manufactured, or distributed to meet required legislation.Our People Promise:· No Nonsense - We are bold and direct· High...
-
VP Retail Wealth Canada
2 weeks ago
Canada Capital Markets Advisors LLC Full timeAbout Capital Markets Advisors LLCCapital Markets Advisors LLC is a boutique staffing and consultancy firm specializing in the placement of high-caliber professionals in the wealth management industry.Job Title: VP Retail Wealth Canada - Portfolio Management SalesWe are seeking an experienced Investment Advisor to join our client's team as a VP Retail Wealth...
-
Canada, CA Rosspolice Full timeOverview As a Portfolio Value Creation Analyst/Associate, you will work with our value creation team, portfolio companies, and the Susquehanna investment team to accelerate growth and increase efficiency. The analyst role is an opportunity to work with high-growth technology, franchise, and services companies (with $5-100M+ revenue) on a breadth of strategic...
-
Condominium Property Manager
2 months ago
Canada, CA FirstService Residential Ontario Full timeCondominium Property Manager - PortfolioFirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United States and Canada.Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification,...
-
Investment Counsel Associate
4 weeks ago
Canada TD Bank Full timePosition Overview:The Investment Counsel Associate role at TD Bank is designed for individuals eager to embark on a rewarding career in wealth management. This position offers a hybrid work environment, allowing for flexibility while engaging with high-net-worth clients.Work Location:CanadaHours:37.5Business Unit:TD WealthCompensation Details:At TD, we...
-
Manager, Real Estate Portfolio Operations
4 weeks ago
Canada https:elevatehub.casitemap Full timeTo be considered for this role, applications MUST be submitted online, by clicking on 'Apply' below.Join one of BC's Top EmployersBe part of an exceptional company culture with great employee benefits and a healthy work/life balanceTHE ORGANIZATIONBC Housing is a provincial Crown Corporation dedicated to developing, managing, and administering a diverse...
-
Investment Strategy Associate Manager
4 weeks ago
Canada Sun Life Financial Full timeJoin a Team of Experts At Sun Life Financial, you will collaborate with talented professionals who are leaders in their respective fields, ready to share their insights and experiences with you. Empower Your Career Your mentors will motivate you to unlock your full potential and achieve remarkable success. Discover how your contributions can positively...
-
Senior Strategy Associate
1 month ago
Canada, CA Incognito Software Systems Inc Full timeSenior Strategy AssociateJob Summary:We are searching for a uniquely talented Senior Strategy Associate to join the strategy team at Vencora, a key operating group under Constellation Software Inc. (TSX: CSU), a global conglomerate specializing in acquiring and nurturing vertical market software companies worldwide.Job Description:What You'll Do:In this...
-
Associate, Private Investment Council
1 month ago
Canada, CA TD Bank Full timeAssociate, Private Investment Council page is loaded Associate, Private Investment Council Apply remote type Hybrid locations Montréal, Québec time type Full time posted on Posted Yesterday job requisition id R_1359002 Work Location:CanadaHours:37.5Line of Business:TD Wealth Pay Details: We’re committed to providing fair and equitable compensation to...
-
Associate Director, ALM Investment Strategy
1 month ago
Canada, CA Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day,...
-
Associate - Operations
1 month ago
Canada, CA Anixter International Full timeLaunch your career! We are hiring immediately for Warehouse workers! We will teach you about distribution and supply chain techniques valued by Fortune 250 companies around the globe. We are Wesco! We enable the connected world – you help turn on the lights. Shift: Monday through Friday; 8:00am - 4:30pm Why You’ll Love Wesco When you join Wesco, you...
Portfolio Associate
4 months ago
Title: Portfolio AssociateContract Length: 6 monhtsLocation: Toronto, Ontario (Going into the office twice a week)Pay Rate: $23-$26/HrRole Mandate:The Portfolio Management Group is responsible for supporting Private Banking Canada’s Investment Counselors (ICs) with the effective implementation, construction and monitoring of client investment accounts which are to be in line with Privates Investment Counsel philosophy, strategies and mandates. The Portfolio Associate, PMG supports the PMG Managers in the effective implementation, construction, and monitoring of client investment accounts. The Portfolio Associate must exhibit strong investment management, communications and team building skills.Team culture: 8-10 members working collaboratively. The selected candidate will be supported by the team lead and a senior associate.Day-to-Day Preview:Processing custom modelsWorking in portfolio management systemSupporting portfolio proposals for investments councillorsHelping senior members with trading activities such as GICsCommunication reconciliation workRole Responsibilities:1. Investment & Relationship ManagementHas a good level of investment management understanding and proficiency.Proactively assists the PMG Managers in the effective implementation, construction and monitoring of client accounts.Assists PMG Managers with standard & custom spreadsheets and reports. This includes portfolio summaries, asset allocation targets, bond analysis reports, maturity schedules, sector analysis and income projections.Prepare and/or assist VP & National Director, Investment Platform and Head, Investment Management, with regular communications to the ICs and other stakeholders.Proactively liaises with the trading desk to enhance synergies.Support PMG Managers with the implementation of block trades for clients (per policy changes) relative to client constraints.Assist PMG Managers with duration and asset allocation analysis against model portfolios.Assist PMG Managers in maintaining low portfolio variability and in alignment with policy models.2. Leadership & Team EffectivenessSupports a work environment that inspires innovation, creativity, collaboration, diversity and demonstrates a high tolerance and flexibility for change.Provides insight and shares expertise with team members in regard to financial markets, economic developments and investment management.Has a strong level of understanding of the compliance policies and procedures relating to private client money management and ensures that existing risk management procedures and controls are being followed.Must be willing to take initiative, is entrepreneurial and achievement orientated.3. Project ManagementAssist, as subject matter experts, with ad-hoc projects in support of Private Wealth Canada initiatives, along with VP & National Director, Investment Platform and Head, Investment Management.4. Risk Management & ControlProtect the Bank’s assets by ensuring proper adherence to all aspects of First Principles, Our Code of Conduct, Ethics, and compliance policies and procedures relating to private client money management.Must Have Skills:University Degree – ideally in Business, FinanceExperience in the investment and/or financial services industry either in a similar role or within the Investment Research, Investment Banking, or Portfolio Management divisions.Very good investment management knowledge and skills.Very good client service, interpersonal and communication skills.Very good relationship management skills.A solid understanding of the financial markets and genuine interest in economics, with the ability to communicate the impact of financial conditions succinctly.Very good financial analysis knowledge and familiarity with taxation issues.Ability to work within a compliance framework.Strong attention to detail, organized, able to work independently, ability to multitask and take initiative.Displays high energy and self-confidence.Strong computer skills (e.g. MS Office)Nice to Have Skills:CFA, Level 1 preferred (or expressed interest in this designation)CSC or other financial certificationsExposure to Charles River systems (CRIMS & CRA), FIS Global Plus, Bloomberg and Microsoft Office Suite would be an asset.
