Associate Portfolio Manager

7 months ago

Montréal, Canada Nour Private Wealth Full time

**JOB DESCRIPTION**

**RESPONSIBILITIES**
- Perform trading in accounts as instructed by CIO, including bulk trades in managed, ensuring fairness policy for all clients.
- Perform administration for managed accounts platform, including processing documentation and adding client details to NPW’s platforms.
- Perform client service for managed accounts platform, ensuring strong communication and always an excellent service to advisors.
- Examine and assess economic and market trends, earnings prospects, financial statements, and various other indicators and factors to determine suitable investment strategies.
- Monitor closely financial press and keep track of market trends, opportunities, risks, and new investment products.
- Product Officer duties, including:

- Reviewing new products for the Product Review Committee and communicating results as instructed to the advisors (i.e., direct communication as well as assisting with creating PRC bulletins).
- Participate in Product Review Committee meetings.
- Be a resource and guide to NPW advisors for their KYP duties.
- Complete firm-required KYP (monitor existing approved products, provide notice to firm and advisors when material changes occur).
- Create monthly reviews, reporting, and communication to advisors and clients, as determined by the CIO.
- Responsible to know and follow all policies and procedures as provided in NPW’s policies and procedures and what is otherwise provided by the Compliance Department and NPW Bulletins (Compliance and Operations bulletins etc).
- Responsible for reporting how to improve procedures or create efficiencies related to the platforms and the Committees/teams when seeing a way to do so.
- Perform other duties as assigned.

**REQUIREMENTS**
- Bachelor’s degree in finance/accounting or related field.
- Master's degree in finance is an asset.
- 5+ years experience as Investment and portfolio management experience.
- Eligible to be registered as a Portfolio Manager.
- CFA designation obtained or in progress is an asset.
- Experience using financial analysis software’s.
- Outstanding analytical and problem-solving skills.
- Outstanding Excel skills (VBA knowledge an asset).
- Ability to manage multiple projects and deadlines.
- Excellent communication skills, both oral and written in English and French (an asset).

**INCLUSIVENESS**

At Nour Private Wealth, we are committed to fostering an inclusive, accessible environment where all employees and clients feel valued, respected, and supported. We are dedicated to building a workforce that reflects our clients' diversity and the communities we live and serve. If you require any accommodation for the recruitment/interview process (including alternate formats of materials, accessible meeting rooms, or other accommodations), please let us know, and we will work with you to meet your needs.

**Job Field**: Head Office

**Primary Location**: Montreal, QC

**Schedule**: Full-time/Regular

**Hours**: Monday to Friday

**Salary**: will be commensurate with experience and marketplace. TBD

We thank all applicants; however, only those selected for an interview will be contacted.

**Job Type**: Full-time, Permanent
- **Inclusion and Equal Opportunity Employment**_
- We thank all applicants; however, only those selected for an interview will be contacted._
- Joining us if you qualify will be the best career decision ever._
- **Note**:_ _Please note that we do not offer sponsorship. This job is for Canadian citizens, work permit holders, and PR only._

**Job Types**: Full-time, Permanent

**Benefits**:

- Dental care
- Extended health care
- On-site parking
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care

Schedule:

- Monday to Friday

Application question(s):

- Do you have the following license or certification: CIM (Chartered Investment Manager)?
- Are you currently eligible to be registered as a Portfolio Manager?

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- Investment management: 3 years (required)
- Portfolio management: 1 year (required)

**Language**:

- French and English (required)

Licence/Certification:

- Chartered Financial Analyst (CFA)? (required)
- CIM (Chartered Investment Manager) (required)

Ability to Commute:

- Montréal, QC H4C 2C7 (required)

Work Location: In person

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