portfolio manager

4 weeks ago


City of Langley, Canada Capstone Asset Management Inc. Full time

Overview Languages: English Education: Bachelor's degree or equivalent experience Experience: 2 years to less than 3 years Location: On site – work must be completed at the physical location. No option to work remotely. Responsibilities Evaluate financial risk Use portfolio management software Collect financial and investment information about companies, stocks, bonds and other investments Examine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends) Prepare company, industry and economic outlooks, analytical reports, briefing notes and correspondence Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates Analyze investment projects Prepare a regular risk profile for debt portfolios Develop risk management plans Experience and Specialization Computer and technology knowledge: Data analysis software MS Excel Additional Information Security and safety: Criminal record check Work Conditions and Physical Capabilities Attention to detail Personal Suitability Client focus Excellent oral communication Excellent written communication Ability to multitask Accountability Innovation Benefits Health benefits: Health care plan Financial benefits: Registered Retirement Savings Plan (RRSP) Other Benefits: Paid time off (volunteering or personal days) Seniority Level Entry level Employment Type Full-time Job Function Finance and Sales Industries: Investment Management #J-18808-Ljbffr


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