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Investment Associate
2 months ago
As an Associate, you will be a key member of a professional team responsible for building and managing a high-performance investment counselling franchise. You will work with experienced Investment Counsellors to construct customized investment strategies for high net worth individuals, trusts, and charitable foundations.
Key Responsibilities- Proactively identify, investigate, and resolve client inquiries and provide recommendations for resolution for complex situations.
- Attend client meetings as required, including prospect and annual review meetings.
- Proactively maintain timely written, verbal, and electronic communication with other support groups internally and with external contacts.
- Assist in implementing action plans and proactively manage client portfolios to ensure best performance and service results for every client portfolio.
- Assist in monitoring and rebalancing portfolios to ensure they are managed consistently with current Investment Policy Statements and portfolio risk management strategies and policies.
- Contribute to meeting team objectives by retaining and growing the team's high net worth customers.
- Develop a profile for each client, including next steps to increase and solidify the relationship.
- Input trades where required, address compliance requirements, and assist with ensuring all account documentation is completed.
- University Degree in a related field (Economics and/or Business).
- CFA Designation (Chartered Financial Analyst).
- Minimum 3 years portfolio management experience.
- Minimum 5 years investment industry experience.
- Challenging work.
- Variety of assignments.
- Financial strength and a strong brand.
- Prestige.
- Management that supports your work and progression.
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.
We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
