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Portfolio Management Specialist

2 months ago

Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time
Portfolio Management Analyst, Wealth

We are seeking a detail-oriented and organized Portfolio Management Analyst to join our team. As a key member of our investment operations team, you will be responsible for maintaining and reconciling client portfolio data and pooled funds, as well as analyzing performance discrepancies.

Key Responsibilities:
  • Portfolio Data Management: Verify NAV reporting for pooled funds, monitor and execute currency hedging strategies, and ensure client portfolios are on mandate and compliant.
  • Reporting and Coordination: Coordinate various reports, including Quarterly Performance Reports, and prepare financial statement request letters.
  • Client Support: Respond to ad hoc client portfolio queries from custodians, portfolio managers, financial advisors, and consultants, and manage new account set-ups and transfers.
  • Trade Monitoring: Manage capital calls for alternative assets, including wire transfers and banking logistics, and monitor trades and portfolio performance.
  • Relationship Management: Manage relationships with third-party service providers and work with portfolio management teams to ensure needs are met.
  • Investment Committee: Attend Investment Committee meetings, review investment performance, and stay up-to-date with valuation and policy changes.
Requirements:
  • A degree in finance, economics, or a relevant field.
  • Progress on the CFA or CIM designation is desirable.
  • A minimum of 3 years related experience; fund accounting experience is preferred.
  • Proficient Microsoft Excel.
  • Experience using Croesus Portfolio Management and Dataphile software is an asset.
  • Ability to communicate effectively and professionally in a team environment.

We are a boutique full-service financial planning firm serving individuals and families across Canada and the United States. Our team is dedicated to providing the best investment products, services, advice, and ideas in the financial industry. If you are a detail-oriented and organized individual with a passion for investment operations, we encourage you to apply for this exciting opportunity.