Asset Management Portfolio Administrator
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Key Responsibilities
• Oversee client account management on custodial systems
• Execute trades according to client agreements
• Implement and track trade restrictions for compliance
• Prepare monthly billings for client accounts
• Support market research for investment strategies
Requirements:
• Post-secondary degree in a relevant field
• At least 3 years of experience in the investment sector
• Currently pursuing CFA Level I certification
• Strong skills in MS Office Suite, especially Excel
• English fluency required; French proficiency is a plus Utilize your expertise in portfolio management to enhance Aviso's dedication to financial excellence and client service.
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