Portfolio Analyst

2 weeks ago


North York, Canada Sage Wealth Full time

**Job Title: Portfolio Analyst**

**Company Overview**:
We are a financial services firm specializing in financial planning & investment management. With a strong track record of success, we are dedicated to delivering exceptional results to our clients. We are seeking a highly skilled and motivated Portfolio Analyst to join our dynamic organization.

As a Portfolio Analyst, you will play a pivotal role in supporting the Financial Advisor team in analyzing and managing investment portfolios. You will work closely with the advisory team to provide critical insights and recommendations to optimize portfolio performance. As well, pitch new investment ideas to our team. Your expertise in financial analysis, risk assessment, and market research will be instrumental in shaping investment strategies and ensuring the achievement of our clients' financial goals.

**Responsibilities**:

- Conduct thorough financial analysis, including asset allocation, performance attribution, and risk assessment, to evaluate portfolio performance and identify areas for improvement.
- Collaborate with advisory team to develop and implement investment strategies that align with clients' investment objectives and risk profiles.
- Monitor market trends, economic indicators, and industry developments to identify investment opportunities and provide timely recommendations.
- Perform in-depth research and due diligence on potential investments, including fundamental analysis, valuation models, and risk assessment.
- Pitch new stock ideas to the advisor team and explain why they should be added to our clients’ portfolios.
- Maintain accurate and up-to-date investment data, ensuring data integrity and reliability for portfolio analysis.
- Assist in portfolio rebalancing and trade execution activities, ensuring compliance with regulatory guidelines and internal investment policies.
- Stay informed about industry best practices, market trends, and regulatory changes to continuously enhance portfolio management processes.
- Assist in completing Know Your Product for new investments that are added to our universe.

**Qualifications**
- Bachelor's degree in Finance, Economics, or a related field. A Master's degree or CFA designation is preferred.
- Proven experience as a Portfolio Analyst, Investment Analyst, or similar role within the financial services industry.
- Strong knowledge of financial markets, investment products, and portfolio management principles.
- Proficiency in financial analysis, including asset valuation, risk assessment, and performance attribution.
- Excellent quantitative and analytical skills, with the ability to interpret complex financial data and make informed investment recommendations.
- Advanced proficiency in Excel, Bloomberg, and other financial analysis tools.
- Strong attention to detail, organizational skills, and the ability to manage multiple tasks simultaneously.
- Excellent written and verbal communication skills, with the ability to present complex information in a clear and concise manner.
- Demonstrated ability to work effectively within a team and collaborate with professionals at all levels of the organization.
- High ethical standards and a commitment to maintaining confidentiality and complying with regulatory requirements.

**Compensation**

We offer a competitive salary package commensurate with qualifications and experience, along with a bonus package based on performance and opportunities for professional growth within our organization.

.Note: This job posting is intended to provide a general overview of the position and may not include all the responsibilities and qualifications required for the role.

**Salary**: $62,000.00-$70,000.00 per year

**Benefits**:

- Paid time off

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

Ability to commute/relocate:

- North York, ON: reliably commute or plan to relocate before starting work (required)

**Education**:

- Bachelor's Degree (required)

Work Location: In person

Application deadline: 2023-08-04
Expected start date: 2023-09-04



  • North York, Canada Apotex Inc. Full time

    **About Apotex Inc.** **Job Summary**: The primary accountabilities are: Market research and analysis to support product selection and portfolio management activities; Forecasting and financial analysis for solid / liquid dose and animal health products; Portfolio Rationalization / Pipeline assessment. **Responsibilities**: - Ensuring the right commercial...

  • IT Enablement Partner

    15 hours ago


    North York, Canada Apotex Inc. Full time

    **About Apotex Inc.** Apotex Inc. is a Canadian-based global health company that produces high-quality, affordable medicines for patients around the world. Apotex employs almost 7,200 people worldwide in manufacturing, R&D, and commercial operations. Apotex medicines are accessible to patients in more than 75 countries globally. Through vertical...

  • IT Enablement Partner

    Found in: beBee S CA - 3 weeks ago


    North York, Canada Apotex Full time

    About Apotex Inc. Apotex Inc. is a Canadian-based global health company that produces high-quality, affordable medicines for patients around the world. Apotex employs almost 7,200 people worldwide in manufacturing, R&D, and commercial operations. Apotex medicines are accessible to patients in more than 75 countries globally. Through vertical integration,...

  • Investment Analyst

    7 days ago


    North York, Canada DMSOLVING CORPORATION Full time

    DMSOLVING CORPORATION is looking for an Investment Analyst to join our team in North York, ON. This position will be responsible for the analysis of financial data and financial reports, as well as the preparation of quarterly and annual reports. This position will also be responsible for the development of investment strategies and strategies that are used...

  • Collateral Analyst

    4 days ago


    North York, Canada Garrington Group Full time

    **_Company Overview:_** Garrington Group of Companies is a full-service working capital and trade finance company. We place a great importance on our core values of empathy, integrity, respect, reliability, and excellence. We are committed to demonstrate these values in our culture, in every interaction and with every person involved within our...

  • Collateral Analyst

    4 days ago


    North York, Canada Garrington Group Full time

    **_Company Overview:_** Garrington Group of Companies is a full-service working capital and trade finance company. We place a great importance on our core values of empathy, integrity, respect, reliability, and excellence. We are committed to demonstrate these values in our culture, in every interaction and with every person involved within our...

  • Financial Analyst

    2 weeks ago


    North York, Canada Talize Full time

    Who We Are Talize is a proudly Canadian owned and operated for-profit thrift retailer. At Talize, we aspire to challenge boundaries and make fashion sustainable, unique, and affordable - we recognize the importance of shopping sustainably. We’re passionate about sustainable fashion because we know we’re helping the planet at the same time as providing...


  • North York, Canada COFACE NORTH AMERICA Full time

    **Bilingual in French required.** **WHO WE ARE** A modern and agile company with the most finely meshed international network, Coface is a reference in credit insurance and risk management. With over 70 years of experience as an industry leader, and a team of 4,100 experts in 100 countries, serving around 50,000 companies, Coface experts work to the beat of...

  • Financial Analyst

    5 days ago


    North York, Canada VSTACK.DEV IT MANAGEMENT INC. Full time

    Education: Bachelor's degree - Experience: 1 year to less than 2 years **Tasks**: - Assist in preparing operating and investment budgets - Develop, implement and use tools for managing and analyzing financial portfolio - Evaluate financial risk, prepare financial forecasts, financing scenarios and other documents concerning capital management - Plan short -...

  • Financial Analyst Industry Analysis

    Found in: Jooble CA O C2 - 2 weeks ago


    North Vancouver, BC, Canada Western Wealth Capital Full time

    Western Wealth Capital has developed a proven, reliable system for investing in multifamily properties in key real estate markets across the U.We offer Investment Partners the opportunity to invest in cash-flowing properties with substantial value-add opportunities. We are seeking a Portfolio Financial Planning and Analysis (FP&A) Analyst for our North...


  • Ahuntsic North, Canada CANARIE Full time

    About Us CANARIE connects Canada to the world. Our programs equip researchers, students, and startups in Canada to excel on the global stage. Together with our 13 provincial and territorial partners, we form Canada’s National Research and Education Network (NREN). This ultra-high-speed network connects Canada’s researchers, educators, and innovators to...


  • Ahuntsic North, Canada CANARIE Full time

    About Us CANARIE connects Canada to the world. Our programs equip researchers, students, and startups in Canada to excel on the global stage. Together with our 13 provincial and territorial partners, we form Canada’s National Research and Education Network (NREN). This ultra-high-speed network connects Canada’s researchers, educators, and innovators to...


  • Ahuntsic North, Canada CANARIE Full time

    About Us CANARIE connects Canada to the world. Our programs equip researchers, students, and startups in Canada to excel on the global stage. Together with our 13 provincial and territorial partners, we form Canada’s National Research and Education Network (NREN). This ultra-high-speed network connects Canada’s researchers, educators, and innovators to...

  • Business Analyst

    1 day ago


    North York, Canada Enbridge Contingent Talent Community Full time

    **Work options**: Hybrid In-Office (Monday, Tuesday & Thursday) Remote (Wednesday and Friday) - 1 Year Contract - Hybrid: 500 Consumers Rd, North York, Ontario, M2J 1P8 At Enbridge, our goal is to be the first-choice energy delivery company in North America and beyond—for customers, communities, investors, regulators and policymakers, and employees. To...

  • Financial Analyst

    4 days ago


    York, Canada Tofu Superior Co. Full time

    Education: Bachelor's degree - Experience: 3 years to less than 5 years **Tasks**: - 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, briefings notes and correspondence - Provide investment advice and...

  • Senior FP&A Analyst

    2 days ago


    North Sydney, Canada EssilorLuxottica Full time

    We are EssilorLuxottica, a global leader in the design, manufacture and distribution of ophthalmic lenses, frames and sunglasses. We bring together the expertise of two industry pioneers, one in advanced lens technologies and the other in the craftsmanship of iconic eyewear, creating a vertically integrated business that is uniquely positioned to address the...

  • Senior FP&A Analyst

    2 days ago


    North Sydney, Canada EssilorLuxottica Full time

    We are EssilorLuxottica, a global leader in the design, manufacture and distribution of ophthalmic lenses, frames and sunglasses. We bring together the expertise of two industry pioneers, one in advanced lens technologies and the other in the craftsmanship of iconic eyewear, creating a vertically integrated business that is uniquely positioned to address the...

  • Financial Analyst

    3 days ago


    North Vancouver, Canada Allego Global Corp Full time

    Education: Bachelor's degree - Experience: 3 years to less than 5 years **Work setting**: - Urban area **Tasks**: - Advise on and participate in the financial aspects of contracts and calls for tender - Analyze investment projects - Assist in preparing operating and investment budgets - Develop, implement and use tools for managing and analyzing financial...

  • FP&A Senior Analyst

    Found in: Jooble CA O C2 - 3 days ago


    North Sydney, NS, Canada EssilorLuxottica Full time

    We are EssilorLuxottica, a global leader in the design, manufacture and distribution of ophthalmic lenses, frames and sunglasses. We craft exclusive eyewear brands Ray-Ban, Oakley, Oliver Peoples, Persol, Costa and more, alongside esteemed licensed brands such as Tiffany & Co, Burberry, and CHANEL whilst our cutting-edge lenses Varilux and Transitions lead...

  • Senior FP&A Analyst

    Found in: Jooble CA O C2 - 3 days ago


    North Sydney, NS, Canada EssilorLuxottica Full time

    We are EssilorLuxottica, a global leader in the design, manufacture and distribution of ophthalmic lenses, frames and sunglasses. We bring together the expertise of two industry pioneers, one in advanced lens technologies and the other in the craftsmanship of iconic eyewear, creating a vertically integrated business that is uniquely positioned to address...