Senior Portfolio Analyst

2 months ago

Toronto, Ontario, Canada Brookfield Asset Management Full time

**Job Summary**

Brookfield Asset Management is seeking a highly skilled Senior Portfolio Analyst to join our Portfolio Management, Risk and Insurance team. As a key member of our team, you will work closely with our North American operating businesses to assess, understand, and mitigate key business risks.

**Key Responsibilities**

  • Support in due diligence review of potential acquisitions and assist in onboarding new acquisitions and setting up of insurance programs across a global portfolio.
  • Coordinate with and support our in-house team, various portfolio company teams, and service providers to review and respond to requests from internal and external stakeholders.
  • Manage projects with Broker partners and third-party vendors, compile data, and work with Broker partners on renewal strategy, market submissions, and renewal process.
  • Manage risk and control surveys and engineering reports, and assist in the placement of surety bonds, obtaining insurance reports, and COI's.
  • Review and provide feedback on insurance provisions of third-party contracts/financing agreements, and analyze insurance policies and provide feedback for enhancements.
  • Track insurance market updates and report on notable trends to impacted portions of our business, and manage various tasks such as presentations and training, insurance summaries, and administrative guidance for portfolio companies.
  • Organize and maintain accurate insurance records for Corporate and Portfolio Companies related to communications, renewals, loss surveys, invoicing, premium allocation, premium estimates, etc.

**Qualifications & Experience**

  • Bachelor's degree with a minimum of three (3) years' related experience in risk management, insurance carrier, or broker.
  • Industry-relevant certifications (CIP, FCIP, CRM, CPA, CA, CIA or equivalent) preferred but not required.
  • Demonstrated and proven project management or coordination skills, strategic thinking, and strong analytical skills and problem-solving ability.
  • Demonstrated and proven ability to work effectively in a team environment and maintain positive interpersonal relationships.
  • Experience working with insurance organizations is considered an asset.
  • Strong verbal, written communication, and presentation skills, and strong influencing skills: ability to present points of view effectively and gain support for their position while balancing technical and business considerations.
  • Experience working with growing organizations with changing needs and multiple complex business transactions.
  • Able to work and travel between Canada and US.

  • Portfolio Analyst

    1 month ago

    Toronto, Ontario, Canada CPP Investments Full time

    Job Title: Analyst, Portfolio ConstructionAbout CPP InvestmentsCPP Investments is a global investment management organization that invests the funds of the Canada Pension Plan (CPP) to ensure long-term sustainability. With assets under management valued in excess of $500 billion, we are one of the most respected and fastest-growing institutional investors in...

  • Portfolio Analyst

    1 month ago

    Toronto, Ontario, Canada CPP Investments Full time

    Job Title: Analyst, Portfolio ConstructionAbout CPP InvestmentsCPP Investments is a global investment management organization that invests the funds of the Canada Pension Plan (CPP) to ensure long-term sustainability. With assets under management valued in excess of $500 billion, we are one of the most respected and fastest-growing institutional investors in...

  • Investment Portfolio Analyst

    1 week ago

    Toronto, Ontario, Canada Alliance REIT Management Corp. Full time

    Job Title: Investment Portfolio AnalystAbout the Role:We are seeking a highly skilled Investment Portfolio Analyst to join our team at Alliance REIT Management Corp. As an Investment Portfolio Analyst, you will be responsible for collecting and analyzing financial and investment information to provide valuable insights to our clients.Key...

  • Portfolio Analyst

    1 month ago

    Toronto, Ontario, Canada CPP Investments Full time

    Job Title: Analyst, Portfolio ConstructionCPP Investments is a global investment organization that manages the funds of the Canada Pension Plan. We are currently recruiting for an Analyst to join our Active Equities (AE) Portfolio Construction & Risk (PC&R) team in the Toronto office.Job SummaryWe are seeking a highly motivated and detail-oriented Analyst to...

  • Portfolio Analyst

    1 month ago

    Toronto, Ontario, Canada CPP Investments Full time

    Job Title: Analyst, Portfolio ConstructionCPP Investments is a global investment organization that manages the funds of the Canada Pension Plan. We are currently recruiting for an Analyst to join our Active Equities (AE) Portfolio Construction & Risk (PC&R) team in the Toronto office.Job SummaryWe are seeking a highly motivated and detail-oriented Analyst to...

  • Portfolio Research Analyst

    1 week ago

    Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Portfolio Research Analyst to join our Institutional Asset Allocation Team. As a key member of the team, you will be responsible for supporting the day-to-day management of institutional asset allocation mandates and contributing to the growth of the business.Key ResponsibilitiesSupport...

  • Portfolio Analyst

    3 weeks ago

    Toronto, Ontario, Canada CPP Investments Full time

    Job Title: Portfolio AnalystCPP Investments is seeking a highly skilled Portfolio Analyst to join our Active Equities (AE) Portfolio Construction & Risk (PC&R) team in Toronto.Job SummaryWe are looking for a talented individual to contribute to the design and implementation of quantitative short/hedging strategies, portfolio construction, and risk...

  • Portfolio Analyst

    3 weeks ago

    Toronto, Ontario, Canada CPP Investments Full time

    Job Title: Portfolio AnalystCPP Investments is seeking a highly skilled Portfolio Analyst to join our Active Equities (AE) Portfolio Construction & Risk (PC&R) team in Toronto.Job SummaryWe are looking for a talented individual to contribute to the design and implementation of quantitative short/hedging strategies, portfolio construction, and risk...

  • Senior Portfolio Risk Analyst

    1 month ago

    Toronto, Ontario, Canada Brookfield Asset Management Full time

    Job Title: Senior Portfolio Risk AnalystAbout the Role:The Senior Portfolio Risk Analyst will work with the North American operating businesses to assess, understand, and mitigate key business risks. This role requires an ability to work with individuals across all levels of the organization, strong analytical and organizational skills, and the willingness...

  • Senior Portfolio Risk Analyst

    1 month ago

    Toronto, Ontario, Canada Brookfield Asset Management Full time

    Job Title: Senior Portfolio Risk AnalystAbout the Role:The Senior Portfolio Risk Analyst will work with the North American operating businesses to assess, understand, and mitigate key business risks. This role requires an ability to work with individuals across all levels of the organization, strong analytical and organizational skills, and the willingness...

  • Portfolio Analyst

    4 weeks ago

    Toronto, Ontario, Canada CPP Investments Full time

    Job Title: Portfolio AnalystCPP Investments is seeking a highly skilled Portfolio Analyst to join our Active Equities (AE) Portfolio Construction & Risk (PC&R) team in Toronto.About the RoleWe are responsible for designing and implementing quantitative short/hedging strategies, portfolio construction, and risk optimization activities across all regions. The...

  • Portfolio Analyst

    4 weeks ago

    Toronto, Ontario, Canada CPP Investments Full time

    Job Title: Portfolio AnalystCPP Investments is seeking a highly skilled Portfolio Analyst to join our Active Equities (AE) Portfolio Construction & Risk (PC&R) team in Toronto.About the RoleWe are responsible for designing and implementing quantitative short/hedging strategies, portfolio construction, and risk optimization activities across all regions. The...

  • Portfolio Analyst

    4 weeks ago

    Toronto, Ontario, Canada CPP Investments Full time

    Job Title: Portfolio AnalystCPP Investments is seeking a highly skilled Portfolio Analyst to join our Active Equities (AE) Portfolio Construction & Risk (PC&R) team in Toronto.Job SummaryWe are looking for a talented individual to contribute to the design and implementation of quantitative short/hedging strategies, portfolio construction, and risk...

  • Portfolio Analyst

    4 weeks ago

    Toronto, Ontario, Canada CPP Investments Full time

    Job Title: Portfolio AnalystCPP Investments is seeking a highly skilled Portfolio Analyst to join our Active Equities (AE) Portfolio Construction & Risk (PC&R) team in Toronto.Job SummaryWe are looking for a talented individual to contribute to the design and implementation of quantitative short/hedging strategies, portfolio construction, and risk...

  • Portfolio Analyst

    4 weeks ago

    Toronto, Ontario, Canada CPP Investments Full time

    Job Title: Portfolio AnalystCPP Investments is seeking a highly skilled Portfolio Analyst to join our Active Equities (AE) Portfolio Construction & Risk (PC&R) team in Toronto.About the RoleWe are responsible for designing and implementing quantitative short/hedging strategies, portfolio construction, and risk optimization activities across all regions. The...

  • Portfolio Analyst

    4 weeks ago

    Toronto, Ontario, Canada CPP Investments Full time

    Job Title: Portfolio AnalystCPP Investments is seeking a highly skilled Portfolio Analyst to join our Active Equities (AE) Portfolio Construction & Risk (PC&R) team in Toronto.About the RoleWe are responsible for designing and implementing quantitative short/hedging strategies, portfolio construction, and risk optimization activities across all regions. The...

  • Investment Portfolio Analyst

    2 weeks ago

    Toronto, Ontario, Canada Green Square Research Inc. Full time

    At Green Square Research Inc., we are seeking a skilled Investment Portfolio Analyst to join our team. As an Investment Portfolio Analyst, you will be responsible for evaluating financial risk, collecting financial and investment information, and examining and analyzing financial and investment data. You will also prepare company, industry, and economic...

  • Portfolio Analyst

    4 weeks ago

    Toronto, Ontario, Canada CPP Investments Full time

    Job Title: Portfolio AnalystCPP Investments is seeking a highly skilled Portfolio Analyst to join our Active Equities (AE) Portfolio Construction & Risk (PC&R) team in the Toronto office.About the RoleWe are responsible for designing and implementing quantitative short/hedging strategies, portfolio construction and risk optimization activities, across all...

  • Portfolio Analyst

    4 weeks ago

    Toronto, Ontario, Canada CPP Investments Full time

    Job Title: Portfolio AnalystCPP Investments is seeking a highly skilled Portfolio Analyst to join our Active Equities (AE) Portfolio Construction & Risk (PC&R) team in the Toronto office.About the RoleWe are responsible for designing and implementing quantitative short/hedging strategies, portfolio construction and risk optimization activities, across all...

  • Portfolio Analyst

    4 weeks ago

    Toronto, Ontario, Canada CPP Investments Full time

    Job Title: Portfolio AnalystCPP Investments is seeking a highly skilled Portfolio Analyst to join our Active Equities (AE) Portfolio Construction & Risk (PC&R) team in Toronto.Job SummaryWe are looking for a talented individual to assist in the design and implementation of quantitative short/hedging strategies, portfolio construction, and risk optimization...