Portfolio Manager

Job description: Support Portfolio Manager with client interactions and follow-up processes. Build relationships with clients and ensure the top-notch client experience. Support onboarding clients to Questwealth Portfolios. Assist the Portfolio Manager in collecting and analyzing customer information to determine the suitability. Assist in preparing daily...

Assistant Portfolio Manager - Toronto, CA July 10, 2023 The Portfolio Management Group is responsible for designing and constructing multi-asset portfolios for clients who have outsourced this to WTW. As a member of the Portfolio Management Group, you will be actively involved in portfolio construction, real time portfolio management and continuous...

ABOUT USYorkville Asset Management is a boutique wealth management service provider that caters to affluent Canadians and institutions. Yorkville operates from its head office in Toronto, and through two satellite offices in Calgary and Ottawa. Yorkville’s competitive advantage is derived from its focus on client services, natural bias to investing in the...

Portfolio Manager, Global Equities page is loaded Portfolio Manager, Global Equities Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2409127 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients....

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...

100 King Street West Toronto Ontario,M5X 1A1 **Department Overview**: Supervision, Support and Governance (SS&G) is responsible for managing the overall risk and governance for BMO Private Wealth. The Managed Portfolio Account (MPA) Supervision team, which is part of the broader SS&G team, provides regulatory oversight for BMO Nesbitt Burns Managed...

Posted Thursday, January 18, 2024 at 5:00 AM Job Summary Reporting to the VP, Insurance Risk, the Portfolio Insurance Manager will assume responsibility for and focus on the overall management of all portfolio insurance related activities within the business. Responsibilities Execute on the portfolio insurance strategy – optimize internal processes...

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. We’re...

Our client within investment management requires a Portfolio Administrator to join their team. As Portfolio Administrator, your primary responsibility will be to support the private wealth management group, fostering a solid relationship with clients through timely and accurate fulfilment of responsibilities, responsiveness to client requests and positive...

Work Term: Permanent - Work Language: English - Hours: 37.5 hours per week - Education: Master's degree - Experience: 5 years or more **Work setting**: - Trust company - Investment company **Tasks**: - Collect financial and investment information about companies, stocks, bonds and other investments - Examine and analyze financial and investment information...

Our client within investment management requires a Portfolio Administrator to join their team. As Portfolio Administrator, your primary responsibility will be to support the private wealth management group, fostering a solid relationship with clients through timely and accurate fulfilment of responsibilities, responsiveness to client requests and positive...

We’re building a relationship-oriented bank for the modern world. The Client Portfolio Manager, Private Markets will be CIBC Asset Management's (CAM) Subject Matter Expert (SME) on private alternative investment solutions. The candidate will be responsible for the commercialization of CAM’s private alternatives offerings, effectively developing and...

Sr Real Estate Portfolio Manager Our client is a Leading Real Estate Developer who builds and manages their portfolio of assets comprising of Office Retail, Residential, Hospitality properties in the GTA. We are conducting a search for a well-rounded Real Estate Manager with experience in Property Management, Leasing, Acquisitions and planning / Land...

~ Job description: Support Portfolio Manager with client interactions and follow-up processes. Build relationships with clients and ensure the top-notch client experience. Support onboarding clients to Questwealth Portfolios. Assist the Portfolio Manager in collecting and analyzing customer information to determine the suitability. Assist in preparing daily...

Job Description The Manager will join the Portfolio Management team within the Infrastructure business group, reporting directly to the Vice President. The objective of the team is to partner effectively with our each of our portfolio companies and internal stakeholders to drive performance, generate value, and act as a trusted resource on asset...

Reporting to the Director, Strategy & Programs - Automotive and Mobility, the Program Portfolio Manager is responsible for the day-to-day execution of programs within the Automotive and Mobility portfolio, with additional outward-facing program oversight responsibilities with funders and projects, including project monitoring, program administration...

Job Start Date: ASAP The Portfolio Group is hiring for a Health & Safety Advisor. You will provide health and safety advice, support, recommendations, and solutions as part of the my client’s health and safety support services. You will be working on-site on a full-time basis off of Union Station in the heart of downtown Toronto. There is significant...

We are seeking a highly skilled and motivated individual to join the Internal Audit Services Team for the position of Audit Portfolio Manager. Working with Associate Vice President, the Audit Portfolio Manager will help plan and complete risk-based audit engagements in Retail, Real Estate, and Corporate functions, including Jumpstart Charity. Assess and...

Matrix is currently looking to hire a **Manager - Global Strategic Portfolio Management **for an exciting client of ours located in Toronto Ontario. This is a One (1) year contract role and a hybrid of working at home, This is Monday to Friday with 3 days working in the office. **Description**: - Develop current state processes at Levels 1, 2, and 3 and...

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...