Portfolio Manager
2 weeks ago
**ROLE: Portfolio Manager**
Location: Montreal (hybrid)
Duration: 12 months to permanent
Compensation: Competitive
**SUMMARY OF DAY TO DAY RESPONSIBILITIES**:
- Work with experienced portfolio managers to manage investment portfolios
- Conduct securities research and analysis, select suitable securities and structure portfolios according to investment guidelines;
- Manage discretionary investment funds, including investment decision making, trading, monitoring, rebalancing, performance analysis and risk management;
- Coordinates client onboarding process and fulfill KYC and KYP requirements
- Assist in marketing and presentations
- Opportunities to grow with the organization
**SKILLS**:
- Desire to learn and ability to adapt to a dynamic work environment
- Team player with the ability and confidence to work independently
- Strong client communication and interpersonal skills
- Attention to detail
- Excellent priority-driven organizational and time management skills
- Comfortable with the use of technology
**MUST HAVE**
- CFA designation with at least one year of investment experience, or CIM with at least four years of investment experience
- Qualified to be registered as Advising Representative by The Autorité des marchés financiers (AMF)
- University or College degree (Business majors preferred)
**Job Types**: Full-time, Permanent, Fixed term contract
Contract length: 12 months
Pay: $60,000.00-$150,000.00 per year
**Benefits**:
- Casual dress
- Dental care
- Extended health care
- Paid time off
- Work from home
Flexible Language Requirement:
- French not required
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
**Education**:
- Bachelor's Degree (required)
Work Location: In person
Application deadline: 2024-05-31
Expected start date: 2024-06-10
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