Portfolio manager

Found in: Adzuna CA C2 - 7 days ago


Montreal Quebec, Québec, Canada Bloomridge Full time

Company Description

Bloomridge is an investment management firm based in Montreal, QC. We provide a wide range of financial services to individuals, families, foundations, and corporations. Our services include investment management, wealth management, and consolidated reporting of client assets.


Role Description

This is a full-time role for a Portfolio Manager / Relationship Manager at Bloomridge. The Portfolio Manager / Relationship Manager will be responsible for managing client portfolios, providing investment advice, and building and maintaining client relationships. This is a hybrid role, with the majority of work performed in our Montreal office and some flexibility for remote work.


Qualifications

  • Analytical Skills, Finance, and Portfolio Management
  • Experience in Investments and Trading
  • Strong understanding of financial markets and investment strategies
  • Excellent communication and interpersonal skills
  • Ability to build and maintain client relationships
  • Attention to detail and strong organizational skills
  • Relevant professional certifications (e.g., CFA) are a plus
  • Bachelor's or Master's degree in Finance, Economics, or related field



We are looking for independent thinkers with an entrepreneurial mindset.


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