Portfolio Analyst
2 weeks ago
**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
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