Senior Analyst, Investment Management

3 weeks ago

Montreal, Canada Altium Wealth Architecture Full time

Altium Wealth Architecture is an independent firm that provides clients with wealth management, investment management and a proprietary operating platform. Altium is a multi-family office that serves high-net-worth clients across Quebec and Canada. Its clientele is made up of entrepreneurs, executives and members of their families. Altium's mission is to care for our customers and protect their wealth for generations to come. It is not affiliated with any bank, financial institution or financial product. This strengthens its ability to operate with independence, conviction and impartiality.

POSITION SUMMARY
In the context of growth, Altium is looking for a motivated individual to fill a new Senior Analyst position within their team. Reporting to the Portfolio Manager, the Senior Analyst's main responsibilities will be to manage the process of monitoring and supervising investment strategies, both traditional and non-traditional. The Senior Analyst will also be responsible for gathering information on external managers' strategies and performance, as well as preparing comments. Finally, the candidate will be called upon to participate in the ongoing due diligence of clients' external portfolio managers and investment portfolios, as well as to maintain and update databases of portfolio managers and external suppliers.

Altium offers a collaborative, humane, and caring work environment. The candidate will have the opportunity to work across all asset classes, both traditional and non-traditional. The Senior Analyst will work closely with management teams and highly competent experts, all oriented towards continuous development. Finally, the candidate will be part of the investment committee and will actively participate in flagship projects within the organization.

ROLES AND RESPONSIBILITIES
Manage the process of supervising and monitoring investment strategies, both traditional and non-traditional (alternative investments):
Closely monitor updates of managers' strategies;
Ensure that information is transmitted to members of the Investment Management Department;
Collect information on managers' performance and their strategies;
Prepare comments on the performance of the strategies;
Prepare monthly performance reports;
Actively monitor news and movements in the financial markets;
Prepare weekly and ad hoc market summaries as required.
Maintain and update databases of portfolio managers and external suppliers;
Participate in ongoing due diligence of external portfolio managers and clients' investment portfolios;
Participate in the search for new investment opportunities;
Collaborate with the Wealth Management department in the preparation of presentations for meetings with clients and potential clients.

QUALIFICATIONS
Undergraduate degree in finance or a related discipline;
CFA designation obtained or advanced steps to obtain designation;
Minimum of 3 relevant years in the monitoring and follow-up of investment strategies and portfolio managers;
Knowledge of financial markets and investment products;
Knowledge and experience with non-traditional strategies (an asset);
Advanced proficiency in Excel and PowerPoint;
Programming and financial modeling skills (an asset);
Bilingual (English and French).

SKILLS
Autonomy, proactivity and sense of initiative;
Meticulousness, thoroughness and attention to detail;
Accountability and sense of responsibility;
Strong ability to work under pressure and manage deadlines;
Strong ability to learn, versatility and adapt to change;
Organizational skills and ability to carry out several projects in parallel;
Team player and excellent communication skills.

ADDITIONAL INFORMATION
To confirm your interest in the position of Senior Analyst, Investment Management at Altium Wealth Architecture Inc. , please submit your application by email, in strict confidence, to Christine Lalonde, Director, Executive Recruitment and Consulting Services at clalonde@groupemillesime.com.

The application deadline is Thursday, June 13th, 2024. Only successful applicants will be contacted.

Please be assured that all your personal information will be kept strictly confidential.

Altium Wealth Architecture Inc. is an equal-opportunity employer.

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