Investment Portfolio Manager

3 weeks ago

London, Ontario, Canada NBC Full time
Investment Analyst Role at NBC

As an Investment Analyst at NBC, you will be part of a dynamic team of professionals who are passionate about delivering exceptional results in wealth management. Your primary responsibility will be to analyze and manage investment portfolios, providing strategic recommendations to clients and contributing to the growth and success of our organization.

Key Responsibilities:
  • Analyze and track individual stocks, exchange-traded funds, and other securities to optimize portfolio performance
  • Develop and maintain model portfolios to meet client objectives
  • Monitor and report on portfolio performance, identifying areas for improvement
  • Collaborate with portfolio managers to prepare recommendations for new clients
  • Stay up-to-date on market trends and economic news to inform investment decisions
Requirements:
  • Bachelor's degree in Finance or a related field
  • Three years of experience in the securities industry
  • Canadian Securities Course and Conduct and Practices Handbook Course completion
  • CFA and/or CIM designation
  • Knowledge of Croesus 8+ asset management software
What We Offer:
  • Competitive compensation and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Access to ongoing learning opportunities and training
About NBC:

NBC is a leading financial institution that values innovation, teamwork, and customer satisfaction. We are committed to creating a positive impact on our clients' lives and fostering a culture of inclusivity and diversity.

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