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Investment Portfolio Manager

2 months ago

London, Ontario, Canada NBC Full time
{"h1": "Investment Analyst Role at NBC", "p": "As an Investment Analyst at NBC, you will be part of a team of experienced professionals who share your passion for finance and wealth management. Your role will involve analyzing and tracking individual stocks, exchange-traded funds, and other securities to bring value to our clients. You will also create and regularly update model portfolios, track portfolio performance, and produce financial reports.

In this position, you will have the opportunity to work with a wide range of clients, from individual investors to institutional clients. You will be responsible for staying up-to-date on the latest economic news and market trends, and for contributing to the preparation of bi-monthly investment committee meetings.

We are looking for a highly motivated and detail-oriented individual who is passionate about finance and wealth management. If you have a strong analytical mind and excellent communication skills, we encourage you to apply for this exciting opportunity.

**Key Responsibilities:**

* Analyze and track individual stocks, exchange-traded funds, and other securities
* Create and regularly update model portfolios
* Track portfolio performance
* Produce financial reports
* Stay up-to-date on the latest economic news
* Contribute to the preparation of bi-monthly investment committee meetings

**Requirements:**

* Bachelor's degree in Finance or a related field
* Three years of experience in the securities industry
* Successful completion of the Canadian Securities Course and the Conduct and Practices Handbook Course
* CFA and/or CIM designation
* Knowledge of Croesus 8+ asset

**What We Offer:**

* Competitive compensation
* Flexible benefits package
* Ongoing learning opportunities
* Collaborative and dynamic work environment
* Opportunities for career growth and development

We are an equal opportunities employer and welcome applications from diverse candidates. If you require accommodation during the recruitment process, please let us know.

We look forward to hearing from you"}