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Investment Portfolio Manager

2 months ago


London, Ontario, Canada NBC Full time
About the Role

We are seeking a highly skilled Investment Analyst to join our team at NBC. As an Investment Analyst, you will play a critical role in managing investment portfolios and providing strategic advice to clients.

Key Responsibilities
  • Portfolio Management: Analyze and track individual stocks, exchange-traded funds, investment funds, and other securities to optimize portfolio performance.
  • Research and Analysis: Conduct thorough research and analysis to identify investment opportunities and provide recommendations to clients.
  • Financial Reporting: Prepare and present financial reports to clients and management, highlighting portfolio performance and investment opportunities.
  • Staying Up-to-Date: Stay current with market trends, economic news, and regulatory changes to ensure informed investment decisions.
  • Team Collaboration: Work closely with portfolio managers and other team members to contribute to the preparation of bi-monthly investment committee meetings.
Requirements
  • Education: Bachelor's degree in Finance or a related field.
  • Experience: Three years of experience in the securities industry.
  • Certifications: Successful completion of the Canadian Securities Course and the Conduct and Practices Handbook Course.
  • Designations: CFA and/or CIM designation.
  • Technical Skills: Knowledge of Croesus 8+ asset.
What We Offer
  • Competitive Compensation: A competitive salary and benefits package.
  • Professional Development: Opportunities for ongoing learning and professional growth.
  • Collaborative Environment: A dynamic and supportive team environment.