Current jobs related to Senior Portfolio Analyst, Technology Specialization - Montreal, Quebec - Scotiabank
-
Senior Portfolio Analyst
1 month ago
Montreal, Quebec, Canada JLL Full timeSenior Portfolio AnalystJLL is seeking a highly skilled Senior Portfolio Analyst to join our team. As a key member of our Asset Management group, you will be responsible for managing strategic reporting and responsibilities related to managing the relationship with JLL Property and Asset Management Clients.Key Responsibilities:Support the creation of annual...
-
Senior Portfolio Manager
4 weeks ago
Montreal, Quebec, Canada National Bank Full timeSenior Analyst Job DescriptionAs a Senior Analyst in the Portfolio Management team at National Bank Financial, you will play a key role in ensuring the quality of our portfolios. Your technical skills, financial experience, and knowledge of best practices in portfolio management will have a significant impact on our business.Key Responsibilities:Act as a...
-
Senior Portfolio Manager
4 weeks ago
Montreal, Quebec, Canada National Bank Full timeSenior Analyst Job DescriptionAs a Senior Analyst in the Portfolio Management team at National Bank Financial, you will play a key role in ensuring the quality of our portfolios. Your technical skills, financial experience, and knowledge of best practices in portfolio management will have a significant impact on our business.Key Responsibilities:Act as a...
-
Senior Portfolio Analyst, Implementation Equity
1 month ago
Montreal, Quebec, Canada CIBC Full timeAbout the RoleWe are seeking a highly skilled Senior Portfolio Analyst to join our Implementation team at CIBC Asset Management. As a key member of our team, you will be responsible for implementing equity and fixed income rebalancing programs, ensuring pre-trade compliance, and providing accurate and timely information to traders, portfolio managers, and...
-
Senior Portfolio Analyst, Implementation Equity
1 month ago
Montreal, Quebec, Canada CIBC Full timeAbout the RoleWe are seeking a highly skilled Senior Portfolio Analyst to join our Implementation team at CIBC Asset Management. As a key member of our team, you will be responsible for implementing equity and fixed income rebalancing programs, ensuring pre-trade compliance, and providing accurate and timely information to traders, portfolio managers, and...
-
Senior Portfolio Analyst
1 month ago
Montreal, Quebec, Canada Canadian Imperial Bank of Commerce Full timeUnlock Your Potential as a Senior Portfolio AnalystWe're seeking a highly skilled and detail-oriented Senior Portfolio Analyst to join our Implementation Equity team in Montreal. As a key member of our team, you will be responsible for implementing equity and fixed income rebalancing programs, ensuring pre-trade compliance, and providing accurate and timely...
-
Senior Portfolio Analyst
1 month ago
Montreal, Quebec, Canada Canadian Imperial Bank of Commerce Full timeUnlock Your Potential as a Senior Portfolio AnalystWe're seeking a highly skilled and detail-oriented Senior Portfolio Analyst to join our Implementation Equity team in Montreal. As a key member of our team, you will be responsible for implementing equity and fixed income rebalancing programs, ensuring pre-trade compliance, and providing accurate and timely...
-
Senior Portfolio Analyst
1 month ago
Montreal, Quebec, Canada Canadian Imperial Bank of Commerce Full timeSenior Portfolio Analyst - Implementation EquityWe're seeking a highly skilled Senior Portfolio Analyst to join our Implementation Equity team at CIBC Asset Management Inc. As a key member of our team, you will be responsible for implementing equity and fixed income rebalancing programs in Bloomberg, ensuring accounts are pre-trade compliant, and adjusting...
-
Senior Portfolio Analyst
1 month ago
Montreal, Quebec, Canada Canadian Imperial Bank of Commerce Full timeSenior Portfolio Analyst - Implementation EquityWe're seeking a highly skilled Senior Portfolio Analyst to join our Implementation Equity team at CIBC Asset Management Inc. As a key member of our team, you will be responsible for implementing equity and fixed income rebalancing programs in Bloomberg, ensuring accounts are pre-trade compliant, and adjusting...
-
Senior Portfolio Manager
4 weeks ago
Montreal, Quebec, Canada National Bank Full timeJob Title: Senior AnalystJoin National Bank Financial as a Senior Analyst in the Portfolio Management team and take on a key role in portfolio management oversight. As a specialist in portfolio management, you will leverage your technical skills, financial experience, and knowledge of best practices to drive the quality of portfolio management provided to...
-
Senior Portfolio Manager
4 weeks ago
Montreal, Quebec, Canada National Bank Full timeJob Title: Senior AnalystJoin National Bank Financial as a Senior Analyst in the Portfolio Management team and take on a key role in portfolio management oversight. As a specialist in portfolio management, you will leverage your technical skills, financial experience, and knowledge of best practices to drive the quality of portfolio management provided to...
-
Senior Portfolio Manager
4 weeks ago
Montreal, Quebec, Canada National Bank Full timeJob Title: Senior AnalystJoin National Bank Financial as a Senior Analyst in the Portfolio Management team and take on a key role in portfolio management oversight. As a specialist in portfolio management, you will leverage your technical skills, financial experience, and knowledge of best practices to drive the quality of portfolio management provided to...
-
Senior Portfolio Manager
4 weeks ago
Montreal, Quebec, Canada National Bank Full timeJob Title: Senior AnalystJoin National Bank Financial as a Senior Analyst in the Portfolio Management team and take on a key role in portfolio management oversight. As a specialist in portfolio management, you will leverage your technical skills, financial experience, and knowledge of best practices to drive the quality of portfolio management provided to...
-
Senior Portfolio Manager
3 weeks ago
Montreal, Quebec, Canada National Bank Full timeJob Title: Senior AnalystJoin National Bank Financial as a Senior Analyst in the Portfolio Management team and take on a key role in portfolio management oversight. As a specialist in portfolio management, you will leverage your technical skills, financial experience, and knowledge of best practices to drive the quality of portfolio management provided to...
-
Senior Portfolio Manager
3 weeks ago
Montreal, Quebec, Canada National Bank Full timeJob Title: Senior AnalystJoin National Bank Financial as a Senior Analyst in the Portfolio Management team and take on a key role in portfolio management oversight. As a specialist in portfolio management, you will leverage your technical skills, financial experience, and knowledge of best practices to drive the quality of portfolio management provided to...
-
Senior Portfolio Analyst
1 month ago
Montreal, Quebec, Canada Canadian Imperial Bank of Commerce Full timeSenior Portfolio Analyst - Implementation EquityWe're seeking a highly skilled Senior Portfolio Analyst to join our Implementation Equity team at CIBC Asset Management Inc. As a key member of our team, you will be responsible for implementing equity and fixed income rebalancing programs in Bloomberg, ensuring accounts are pre-trade compliant, and adjusting...
-
Senior Portfolio Analyst
1 month ago
Montreal, Quebec, Canada Canadian Imperial Bank of Commerce Full timeSenior Portfolio Analyst - Implementation EquityWe're seeking a highly skilled Senior Portfolio Analyst to join our Implementation Equity team at CIBC Asset Management Inc. As a key member of our team, you will be responsible for implementing equity and fixed income rebalancing programs in Bloomberg, ensuring accounts are pre-trade compliant, and adjusting...
-
Senior Portfolio Manager
4 weeks ago
Montreal, Quebec, Canada National Bank Full timeJob Title: Senior AnalystAs a Senior Analyst in the Portfolio Management team at National Bank Financial, you will play a key role in ensuring the quality of portfolio management provided to clients. Your technical skills, financial experience, and knowledge of best practices in portfolio management will have a significant impact on the team's success.Key...
-
Senior Portfolio Manager
4 weeks ago
Montreal, Quebec, Canada National Bank Full timeJob Title: Senior AnalystAs a Senior Analyst in the Portfolio Management team at National Bank Financial, you will play a key role in ensuring the quality of portfolio management provided to clients. Your technical skills, financial experience, and knowledge of best practices in portfolio management will have a significant impact on the team's success.Key...
-
Senior Portfolio Manager
3 weeks ago
Montreal, Quebec, Canada National Bank Full timeSenior Analyst Job DescriptionAs a Senior Analyst in the Portfolio Management team at National Bank Financial, you will play a key role in ensuring the quality of portfolio management provided to clients. Your technical skills, financial experience, and knowledge of best practices in portfolio management will have a significant impact on the team's...
Senior Portfolio Analyst, Technology Specialization
2 months ago
We are seeking a highly skilled and experienced Senior Portfolio Analyst to join our Investment Team at Scotiabank. As a key member of our team, you will be responsible for providing sector coverage on Technology, Media, and Telecom companies.
Key Responsibilities- Technology, Media, and Telecom sector coverage;
- Analyzing financial information to determine current and future financial performance;
- Evaluating annual reports and other regulatory filings;
- Organizing collected information in an easily accessible format and writing succinct research briefs for use by the investment team in equity selection for portfolios;
- Collecting tech. industry, company and economic information from multiple sources including on-line sources, institutional research, corporate reports, industry publications, management interviews, etc. to draft reports and make investment recommendations;
- Generating a reasonable thesis for each investment position;
- Providing ongoing coverage of relevant events to the investment team;
- Reading and summarizing research reports for the purpose of making presentations and written reports;
- Developing expertise on securities under their responsibility, and supporting other Analysts/PMs as necessary;
- Maintaining work on securities held within the team's funds:
- Maintaining current financial models on each company;
- Updating the investment team with material information (e.g. Annual / Semi-Annual Reports, AIFs, Press Releases, other Analyst reports);
- Meeting with company management regularly;
- Attending industry seminars, consolidating, and reporting back relevant information to the investment team;
- Actively participating in Analyst-focused activities across JFL;
- Collaborating with investment teams and contributing to sector-based discussions.
- University Degree preferably with a major in Economics, Finance, Business, Computer Science/Engineering or related field;
- 5+ years buy or sell-side securities analysis experience;
- Prior experience in analysing Technology, Media and Telecom sectors;
- Actively enrolled in the CFA program; CFA Charter Holder preferred;
- Strong financial modelling skills, able to create complex models with minimal assistance and supervision;
- Experience & knowledge of investment systems and software (e.g. Bloomberg, advanced Excel etc.);
- Excellent verbal and written communication skills;
- Ability to analyze and interpret research and make investment recommendations;
- Demonstrated passion for investing;
- Experience working within a team environment, and able to collaborate well across the team;
- Ability to work in a very fast paced environment;
- Ability to cope with stress and multiple tasks;
- Ability to make decisions quickly and accurately;
- Employment location is in either Montreal or Toronto with preference in Montreal;
- French and English communications skills are required for Montreal Candidates.
