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Portfolio Manager

2 months ago

Montreal, Quebec, Canada Bloomridge Full time

Bloomridge is a leading investment management firm based in Montreal, Canada. We provide a wide range of financial services to individuals, families, foundations, and corporations.

**Role Overview**

We are seeking an experienced Portfolio Manager / Financial Planner with an existing portfolio of clients to join our team. As a key member of our team, you will be responsible for managing client relationships, providing investment advice, and developing customized financial plans.

**Key Responsibilities**

  • Manage and maintain a portfolio of clients, providing exceptional customer service and ensuring their financial goals are met.
  • Develop and implement investment strategies, taking into account clients' risk tolerance, financial objectives, and market conditions.
  • Conduct thorough financial analyses, providing recommendations on investment opportunities and risk management.
  • Build and maintain strong relationships with clients, understanding their needs and preferences.
  • Stay up-to-date with market trends, regulatory changes, and industry developments, applying this knowledge to inform investment decisions.
  • Collaborate with internal teams, including research, trading, and operations, to ensure seamless execution of investment strategies.
  • Develop and maintain a deep understanding of financial markets, investment products, and risk management techniques.
  • Stay organized, prioritizing tasks and managing multiple projects simultaneously to meet deadlines.

**Requirements**

  • Existing relationships and a portfolio of clients.
  • Strong analytical skills, with the ability to interpret financial data and make informed investment decisions.
  • Experience in investments, trading, and portfolio management.
  • Strong understanding of financial markets, investment strategies, and risk management techniques.
  • Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients.
  • Attention to detail and strong organizational skills, with the ability to prioritize tasks and manage multiple projects simultaneously.
  • Relevant professional certifications, such as the Chartered Financial Analyst (CFA) designation, are a plus.
  • Bachelor's or Master's degree in Finance, Economics, or a related field.