Assistant Portfolio Manager

Assistant Portfolio Manager - Toronto, CA July 10, 2023 The Portfolio Management Group is responsible for designing and constructing multi-asset portfolios for clients who have outsourced this to WTW. As a member of the Portfolio Management Group, you will be actively involved in portfolio construction, real time portfolio management and continuous...

**Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

**Job Summary** **What is the Opportunity?** **What will you do?** - Conduct one-on-one meetings with both discretionary and non-discretionary teams to determine their investment philosophy and implementation strategy. - Build and maintain relationships with new and existing Portfolio Managers (discretionary licensed Investment Advisors) and their teams...

Mark Anthony Group is the largest, privately held beverage alcohol company in Canada. Effective June 1st, 2024, we will be launching a 4th stand-alone selling division to be named **Declaration Wine & Spirits Inc**. The name of our new agency, **Declaration Wine & Spirits Inc**., was chosen for its powerful connotation of starting a new path forward. This...

Job Description The Manager will join the Portfolio Management team within the Infrastructure business group, reporting directly to the Vice President. The objective of the team is to partner effectively with our each of our portfolio companies and internal stakeholders to drive performance, generate value, and act as a trusted resource on asset...

**Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

Fujitsu North America is seeking a talented and motivated Offering Portfolio Product Manager to join our dynamic team. You will play a crucial role supporting the lifecycle of a large offerings portfolio, leading project-level reviews, identifying areas for improvement, reporting analyses. You will assist product owners in aligning their solutions to the...

100 King Street West Toronto Ontario,M5X 1A1 **Department Overview**: Supervision, Support and Governance (SS&G) is responsible for managing the overall risk and governance for BMO Private Wealth. The Managed Portfolio Account (MPA) Supervision team, which is part of the broader SS&G team, provides regulatory oversight for BMO Nesbitt Burns Managed...

100 King Street West Toronto Ontario,M5X 1A1 The Portfolio Management Group (PMG) is responsible for supporting BMO Private Banking Canada’s Investment Counselors (ICs) with the effective administration and implementation and monitoring of client investment accounts which are to be in line with BMO Privates Investment Counsel (BPIC)’s philosophy,...

Job description: Support Portfolio Manager with client interactions and follow-up processes. Build relationships with clients and ensure the top-notch client experience. Support onboarding clients to Questwealth Portfolios. Assist the Portfolio Manager in collecting and analyzing customer information to determine the suitability. Assist in preparing daily...

Job description: Support Portfolio Manager with client interactions and follow-up processes. Build relationships with clients and ensure the top-notch client experience. Support onboarding clients to Questwealth Portfolios. Assist the Portfolio Manager in collecting and analyzing customer information to determine the suitability. Assist in preparing daily...

Job description: Support Portfolio Manager with client interactions and follow-up processes. Build relationships with clients and ensure the top-notch client experience. Support onboarding clients to Questwealth Portfolios. Assist the Portfolio Manager in collecting and analyzing customer information to determine the suitability. Assist in preparing daily...

Job description: Support Portfolio Manager with client interactions and follow-up processes. Build relationships with clients and ensure the top-notch client experience. Support onboarding clients to Questwealth Portfolios. Assist the Portfolio Manager in collecting and analyzing customer information to determine the suitability. Assist in preparing daily...

Canada - Product Management and Development - Global Wealth Management **Job Reference #** - 285531BR **City** - Toronto **Job Type** - Full Time **Your role** - Do you have experience in Alternative Investment and Structured Products? We’re looking for you to: - lead the Portfolio Management Team at UBS Bank (Canada) - be a Member of the Local...

Work Term: Permanent - Work Language: English - Hours: 37.5 hours per week - Education: Master's degree - Experience: 5 years or more **Work setting**: - Trust company - Investment company **Tasks**: - Collect financial and investment information about companies, stocks, bonds and other investments - Examine and analyze financial and investment information...

Fiduciary Trust International is a wealth management firm founded in 1931 by families for families, with a singular focus on growing and protecting our clients’ wealth through generations. We work closely with individuals, families and foundations to build and manage personalized investment portfolios, and to develop estate plans that extend wealth to...

100 King Street West Toronto Ontario,M5X 1A1 Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls,...

Job Description: Seeing beyond numbers At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 3,000 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers...

**_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you....

Matrix is currently looking to hire a **Manager - Global Strategic Portfolio Management **for an exciting client of ours located in Toronto Ontario. This is a One (1) year contract role and a hybrid of working at home, This is Monday to Friday with 3 days working in the office. **Description**: - Develop current state processes at Levels 1, 2, and 3 and...