Portfolio Manager
7 months ago
**Key Responsibilities**:
1. Examine and analyze financial and investment information, including company profiles, stock prices, bond yields, and future trends, to identify investment opportunities and risks.
2. Prepare company, industry, and economic outlooks, as well as analytical reports, briefings, and correspondence to provide insightful recommendations to clients, senior management, and stakeholders.
3. Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents, and associates based on thorough analysis and market insights.
4. Advise on and participate in the financial aspects of contracts and calls for tender, ensuring alignment with investment objectives and regulatory requirements.
5. Perform administrative tasks related to portfolio management, including maintaining accurate records, monitoring investment performance, and facilitating communication with clients and stakeholders.
**Qualifications**:
1. Bachelor's degree in Finance, Economics, Business Administration, or a related field; Post Graduate Diploma in Business or Accounts preferred.
2. Minimum of 5 years of experience in investment management, portfolio analysis, or related roles within the financial services industry.
3. Strong analytical skills with the ability to interpret complex financial data and trends.
4. Excellent communication skills, with the ability to convey technical information clearly and effectively to diverse audiences.
5. Proven track record of providing investment advice and recommendations, achieving targeted returns, and managing risk.
6. Knowledge of financial markets, investment products, and regulatory frameworks governing investment management activities.
7. Detail-oriented with strong organizational and time management skills to handle multiple tasks and priorities effectively.
8. Ability to work independently and collaboratively in a fast-paced environment, demonstrating adaptability and initiative.
**Job Types**: Full-time, Permanent
**Salary**: $38.00 per hour
Expected hours: 40 per week
**Benefits**:
- Extended health care
- Paid time off
Flexible Language Requirement:
- French not required
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
**Education**:
- Bachelor's Degree (preferred)
**Experience**:
- banking: 5 years (preferred)
Ability to Commute:
- Markham, ON L3S 4N8 (required)
Ability to Relocate:
- Markham, ON L3S 4N8: Relocate before starting work (required)
Work Location: In person
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