Wealth planning firm
4 weeks ago
Established in 1988, our client is a leading independently-managed investment management and wealth planning firm providing customized services to high net worth families, foundations and endowments across Canada.
With approximately $2.5B of assets under management, our client has an enviable reputation for unwavering commitment to excellence and integrity and its business success is aligned with that of its clients’.
With a growing client base and an eye toward the future, our client is adding a new member to its investment team.
Scope of Position
As an integral member of the Investment Committee, the Senior Equity Analyst / Portfolio Manager will work collaboratively with other committee members to determine asset allocation, select specific investments and contribute to overall portfolio construction.
The Senior Equity Analyst / Portfolio Manager will have primary responsibility for research and analysis across several sectors of the North American equity market and make buy / sell recommendations that align with the client’s investment approach of owning high-quality businesses with reasonable valuations.
Functional Tasks
- Conduct fundamental investment analysis on companies and industries by researching and analyzing competitive environments, business strategies, and financial information
- Undertake research and monitoring of the firm’s existing equity portfolio – individual securities and overall portfolio
- Identify and analyze potential new equity investments consistent with the firm’s investment philosophy
- Perform financial statement analysis to interpret a business and understand the value it generates
- Prepare research summaries and proposed portfolio changes for consideration at Investment Committee meetings
- Present ideas and research in written and oral form
- Exercise judgement in making value-added investment decisions in conjunction with the Investment Committee
- Attend investment conferences, company presentations, monitor news and remain current with economic, market and company developments
- Use investment, portfolio management, portfolio analytics, and attribution tools
- Support the client relationship and business development team by providing high-quality economic, market and portfolio overviews in individual and group meetings, as well as responses to information requests
- New business is key to the firm – act as an ambassador to actively assist in creating and expanding client relationships
Preferred Experience
- Minimum eight years of investment and research experience
- Advanced knowledge of principles and practices of investment management, analytics and portfolio management
- Knowledge of and experience with economics, industry sectors, trends, competitive dynamics and individual corporations
- Ability to examine, interpret and evaluate data and exercise good judgement to make value-added investment decisions
- Ability to proactively identify, manage and mitigate risks and issues
- Excellent industry reputation based on credibility, integrity and a strong work ethic
- A team player, with exceptional interpersonal skills — ability to interact successfully with all levels of staff and clients in a positive, collaborative way
- Strong communicator able to make compelling presentations to a variety of audiences
- Operates comfortably under pressure and stays focused on accomplishing results
- Astute math skills; strong working knowledge of Microsoft Office, Bloomberg
- Integrity, sincerity, and focus, with an entrepreneurial spirit
- Shares the following core values:
- Loves to learn
- Values respect
- Is a clear communicator
- Takes ownership
- Brings a positive attitude
- Acts as a collaborative team player
Education
- Masters, or at minimum, an undergraduate degree in a related discipline (Finance, Commerce, Economics)
- CFA
- A compensation package commensurate with experience #J-18808-Ljbffr
-
Data analyst co-op student
1 week ago
Canada Mehra Wealth Management - CIBC Private Wealth Full timeWe’re building a relationship-oriented bank for the modern world. The Client Data Management and Process Re-engineering (CDM&PR) is a new team which has the mandate to onboard direct clients, funds, shared clients and broker counterparties for the Capital Markets lines of business as well as to manage a robust and effective client lifecycle process for...
-
, ON, Canada Scotiabank Full timeReporting to the VP, Global Wealth Management, the Head Salesforce Engineering and Architecture is responsible for creating, guiding and executing the Salesforce architecture for Global Wealth Management, acting as a technology advisor, strategist and governor of architectural and data management standards. The Head Salesforce Engineering and Architecture...
-
Client Data Analyst
4 weeks ago
Canada Mehra Wealth Management - CIBC Private Wealth Full timeWe’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.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...
-
Client Data Analyst
4 weeks ago
Canada Mehra Wealth Management - CIBC Private Wealth Full timeWe’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. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Client Data Analyst
4 weeks ago
Canada Mehra Wealth Management - CIBC Private Wealth Full timeWe’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.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...
-
Client Data Analyst
4 weeks ago
Canada Mehra Wealth Management - CIBC Private Wealth Full timeWe’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. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Tax Manager, Corporate Planning
4 weeks ago
Canada Andersen Tax LLC Full timea member firm of Andersen Global, is looking for an experienced tax professional interested by a professional experience in a growing firm and by Canadian and international tax challenges. Reporting to the Partners of the firm, the Tax Manager is responsible for compliance and planning tax mandates including but not limited to: Tax compliance In charge...
-
IT Support Specialist
1 week ago
Canada FNZ (UK) Ltd Full timeSenior IT Support 1st Level Specialist page is loaded Senior IT Support 1st Level Specialist Apply locations Sulzbach - Germany Hof - Germany time type Full time posted on Posted 12 Days Ago job requisition id REQ-10487 Specific role responsibilities Conception and implementation of service processes at 1st level Acceptance, documentation and...
-
Legal Administrative Assistant
5 days ago
Canada, CA Robert Half Full timeOur global law firm client is seeking an experienced and dedicated Legal Administrative Assistant to join one of their busiest Wealth Practice Groups at their downtown Vancouver office. This is an excellent opportunity for anyone looking to join a high-performing team at a prestigious law firm.Responsibilities:Draft, edit, and proofread legal documents such...
-
, , Canada Collage HR Full timeCo-Founder & CTO, New Venture: Insurance Distribution & Data Platform We are launching an end-to-end insurance technology solution that empowers wealth management firms to drive insurance sales and streamline their insurance operations across North America. We are looking for an entrepreneurial and highly motivated Co-Founder and Chief Technology Officer to...
-
Investment Advisor
4 weeks ago
Canada Genesis 创信财富 Full timePositions in Toronto Branch: Richmond Hill, ON Genesis Wealth Management Corp, a reputable and established asset management firm, is currently looking for licensed Dealing Representatives (registered with Exempt Market Dealer) to join our team of financial professionals to support our growing client needs. The Dealing Representative will work to solicit...
-
Experienced Financial Professional
4 weeks ago
Canada Additionwealth Full timeAt Addition Wealth, our mission is to make personalized financial expertise accessible and inclusive, empowering employees to make the most of their money. We partner with leading companies to provide financial wellness as an employee benefit. Addition Wealth is expanding our global presence and searching for financial professionals (CFP, PFA etc) in...
-
Experienced Financial Professional
4 weeks ago
Canada Additionwealth Full timeAddition Wealth is expanding our global presence and searching for financial professionals (CFP, PFA etc) in Canada who are passionate about our mission, financial planning and providing a great customer experience. This will be for a part-time, contractor position. You would join our team of financial professionals in Canada, helping guide and shape...
-
Director of Financial Planning and Analysis
5 days ago
Canada, CA GuestTek Interactive Entertainment Ltd. Full timePosition: Financial Director – Financial Planning & AnalysisDepartment: Global FinanceLocation: Calgary, ABPosition Type: Full-time, PermanentReports to: CEOReporting to the CEO, the Financial Director – FP&A will be responsible for conducting financial planning and analysis aimed at meeting the short and long-term financial goals of GuestTek. This...
-
Accountant (January 2025)
4 weeks ago
Canada Craig Keen Despatie Markell LLP Full timeInspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact with our Assurance & Accounting team as an Accountant. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly...
-
Senior Manager, Regulatory Compliance Management
2 weeks ago
Canada Edward Jones Full timeJoin a financial services firm where your contributions are valued. We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. Edward...
-
Tax Specialist
4 weeks ago
Canada Levy Pilotte Full timeBased in Montreal, near the Snowdon subway station, Levy Pilotte fuses its heritage to updated **know-how,** adapted to its clients’ needs. We are recognized, since the early 1940s, for the quality of our services, for the **thoroughness** and **professionalism** of our team and our integrated personalized service. As a partnership of eight partners and...
-
Senior Supervisor
3 weeks ago
Canada work-in-de.de - Jobboard Full time对行业没有要求,做销售公司财务最好,欧洲这边多是销售、售前售后技术支持,BD,商务类的人多一些。当地有事务所可以帮忙处理一些负杂的财务,税务和会计工作。 ü Oversee comprehensive accounting functions for the Germany entity, ensuring the accuracy and punctuality of financial reports....
-
Advisor - Strategic - Risk Management
4 weeks ago
Canada Desjardins Full timeAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...
-
Systems Administrator
7 days ago
Canada Desjardins Full timeAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...