Senior Portfolio Analyst

4 weeks ago

Toronto ON, Canada Guardian Partners Inc. Full time

JOB STATEMENT:Guardian Capital Group Limited (“GCG”) is a diversified financial services company which serves the needs of clients ranging from private clients to institutions. Guardian Partners Inc. is a multi-family office, often referred to as an Outsourced Chief Investment Officer. Our focus at GPI is to work with ultra high net worth families, and endowments and foundations, to achieve their wealth goals. To a lesser extent, our clients also include pension plans, ideally related to our client base. Our clients are coast to coast and reside primarily in Canada. As a trusted advisor for families we work closely with our clients’ taxation, estate planning, and insurance advisors delivering a holistic solution and client experience. The goals of our endowment and foundation clients reach beyond investment returns and include social impact and social and societal good.GPI ( presents a dynamic opportunity for a motivated individual who desires working in a progressive, team-based financial services environment.ESSENTIAL FUNCTIONS:Providing support to the Investment Counsellor team to assist in the managing of client relationships;Assisting in the preparation of customized portfolio strategy recommendations for clients, including Investment Policy Statement design, portfolio/manager structure and the selection of investment managers;Conducting qualitative and quantitative analysis of each client's individual portfolio;Assisting the Investment Counsellor in the preparation for client meetings/presentations;Preparing implementation plans for each client and effectively liaise with the administrative team to ensure that strategies are implemented with timeliness and accuracy; andAssisting in special projects relating to investment manager research, business development and client relationship management.QUALIFICATIONS:University degree – preferred major in business4-6 years’ experience in the financial industryStrong analytical and problem solving skillsExcellent written and verbal communication skillsStrong time management and interpersonal skillsUnderstanding the team culture, and leverage the offering of GCG as requiredCOMPENSATION:Commensurate with experience

  • Analyst/Senior Analyst, Portfolio Construction

    1 week ago

    Toronto, Ontario, Canada Investment Management Corporation of Ontario Full time

    At IMCO, our talent is among the best IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn, and grow your career. We offer a culture of collaboration and passion, creating unwavering value for the clients we serve. Our vision is to be the...

  • Analyst/Senior Analyst, Portfolio Construction

    1 week ago

    Toronto, Canada Investment Management Corporation of Ontario Full time

    At IMCO, our talent is among the best! IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn, and grow your career. We offer a culture of collaboration and passion, creating unwavering value for the clients we serve. Our vision is to be the...

  • Analyst, Portfolio Management, CFG

    2 weeks ago

    Toronto, ON, Canada Equitable Group Full time

    Thursday, May 13, 2021 Canada's Challenger Bank Equitable Group Inc. trades on the Toronto Stock Exchange (TSX: EQB and EQB.PR.C) and serves a growing number of Canadians through Equitable Bank, Canada's Challenger Bank. Equitable Bank has grown to become the country's eighth largest independent Schedule I bank with a clear mandate to drive real...

  • Portfolio Analyst

    4 weeks ago

    Toronto, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Analyst, Portfolio Management, CFG

    2 weeks ago

    Old Toronto, Canada Equitable Group Full time

    Thursday, May 13, 2021 Canada's Challenger BankEquitable Group Inc. trades on the Toronto Stock Exchange (TSX: EQB and EQB.PR.C) and serves a growing number of Canadians through Equitable Bank, Canada's Challenger Bank. Equitable Bank has grown to become the country's eighth largest independent Schedule I bank with a clear mandate to drive real change in...

  • Analyst, Portfolio Management, CFG

    2 weeks ago

    Old Toronto, Canada Equitable Group Full time

    Thursday, May 13, 2021 Canada's Challenger BankEquitable Group Inc. trades on the Toronto Stock Exchange (TSX: EQB and EQB.PR.C) and serves a growing number of Canadians through Equitable Bank, Canada's Challenger Bank. Equitable Bank has grown to become the country's eighth largest independent Schedule I bank with a clear mandate to drive real change in...

  • Analyst, Portfolio Management, CFG

    2 weeks ago

    Old Toronto, Canada Equitable Group Full time

    Thursday, May 13, 2021 Canada's Challenger BankEquitable Group Inc. trades on the Toronto Stock Exchange (TSX: EQB and EQB.PR.C) and serves a growing number of Canadians through Equitable Bank, Canada's Challenger Bank. Equitable Bank has grown to become the country's eighth largest independent Schedule I bank with a clear mandate to drive real change in...

  • Analyst, Portfolio Management Group

    6 days ago

    Toronto, Canada Willis Towers Watson Full time

    Analyst, Portfolio Management Group - Toronto, CA June 01, 2023 The Canada Portfolio Management Group is responsible for designing and constructing multi-asset portfolios for Canadian clients who have outsourced this to WTW. As an analyst in the Canada Portfolio Management Group, you will be supporting Portfolio Managers in portfolio construction, real...

  • Project Portfolio Analyst

    4 weeks ago

    Toronto, Canada Foresters Financial Services, Inc. Full time

    Career Opportunity Role Title Project Portfolio Analyst Purpose of role The Project Portfolio Analyst will be responsible for providing administrative, financial, resource and project governance support for Foresters projects. This position will be responsible for the project intake management, project estimation and initiation, project gating process,...

  • Portfolio Construction Analyst

    4 weeks ago

    Toronto, Canada Fidelity Investments Full time

    Description Who We Are At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace...

  • Portfolio Analyst

    1 month ago

    Toronto, Canada Habitat For Humanity Can Full time

    **Portfolio Analyst** **Position Type**:Full-Time **Date Ad Posted: November 28, 2023** **Territory**:National **Application Deadline: December 13, 2023** **Location(s)**:Toronto Office,** **Hybrid **Experience: 1-3 Years** **The Opportunity** Habitat for Humanity Canada is a national charitable organization working toward a world where everyone has...

  • Data Analyst senior Credit Risk

    2 weeks ago

    Toronto, ON, Canada ProViso Staffing Full time

    The Credit Risk Data Analyst will work directly with the Global Retail Data Office and credit risk departments across International banking to analyze, validate, and report on the performance of new and existing customers by ensuring data with the necessary granularity and accuracy is available for Portfolio Monitoring, modeling, and analytics. • Through...

  • Portfolio Management Team

    1 week ago

    Toronto, Canada Optimize Wealth Management Full time

    Company OverviewOptimize is a leading investment management firm dedicated to delivering a high-touch experience to our network of clients. We specialize in managing diverse portfolios across various asset classes, employing rigorous risk management practices to ensure the security and growth of our investments.Position OverviewWe are seeking a highly...

  • Portfolio Management Team

    1 week ago

    Toronto, Canada Optimize Wealth Management Full time

    Company OverviewOptimize is a leading investment management firm dedicated to delivering a high-touch experience to our network of clients. We specialize in managing diverse portfolios across various asset classes, employing rigorous risk management practices to ensure the security and growth of our investments.Position OverviewWe are seeking a highly...

  • Portfolio Management Team

    1 week ago

    Toronto, Canada Optimize Wealth Management Full time

    Company Overview Optimize is a leading investment management firm dedicated to delivering a high-touch experience to our network of clients. We specialize in managing diverse portfolios across various asset classes, employing rigorous risk management practices to ensure the security and growth of our investments. Position Overview We are seeking a highly...

  • Portfolio Consulting Analyst

    1 month ago

    Toronto, Canada Russell Investments Full time

    Business Unit: North America Advisor & Intermediary Solutions **Job Description**: Role Summary - The Portfolio Consulting Analyst is an essential member of the Portfolio Consulting Group (PCG), a team of investment professionals with a passion for financial markets and the wealth management industry. The responsibilities of the individual in this position...

  • PIC Portfolio Analyst

    4 days ago

    Toronto, Canada Scotiabank Full time

    Job Purpose:  Contributes to the overall success of the Central Registrant and Investment Advisory (CRIA) Team ensuring specific individual goals, plans and initiatives are executed / delivered in support of the team’s objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.  We are...

  • Senior Building Analyst

    4 weeks ago

    Toronto, ON, Canada People Corporation Full time

    We are seeking an Enterprise Senior Benefits Analyst to join our team in Ontario! As part of our Enterprise Group Solutions Consulting team, the Senior Benefits Analyst will provide group benefits consulting support, including design, financial management and ongoing servicing for existing clients and prospects. Reporting to the Senior Benefits Consultant...

  • Senior Analyst, Commercial Financing

    3 weeks ago

    Toronto, ON, Canada First National Financial LP Full time

    We are hiring a Senior Analyst in the Commercial Financing department! The Senior Analyst contributes to the production and development of the commercial mortgage portfolio by analyzing financial and supporting documents on incoming applications and ensuring information is consistent with internal, insurer and investor policies. The role is specific to...

  • Portfolio Management Team

    1 week ago

    Toronto, Ontario, Ontario, Canada Optimize Wealth Management Full time

    Company OverviewOptimize is a leading investment management firm dedicated to delivering a high-touch experience to our network of clients. We specialize in managing diverse portfolios across various asset classes, employing rigorous risk management practices to ensure the security and growth of our investments.Position OverviewWe are seeking a highly...