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Portfolio Management Specialist

2 months ago

Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time
{"title": "Portfolio Management Analyst", "description": "Job Summary

We are seeking a highly organized and detail-oriented Portfolio Management Analyst to join our team. As a key member of our investment operations team, you will be responsible for maintaining and reconciling client portfolio data, analyzing performance discrepancies, and coordinating various reports and reviews.

Key Responsibilities
  • Maintain and reconcile client portfolio data and pooled funds, including verifying NAV reporting for pooled funds and monitoring and executing currency hedging strategies.
  • Coordinate various reports, including Quarterly Performance Reports, and reviews, preparing financial statement request letters and following up for information.
  • Respond to ad hoc client portfolio queries from custodians, portfolio managers, financial advisors, and/or consultants, and new account set-up and account transfers.
  • Manage capital calls for alternative assets, including wire transfers and other banking logistics.
  • Manage relationships with third-party service providers and work with the portfolio management teams to ensure needs are met.
  • Attend all Investment Committee meetings, ongoing review of investment performance, and remain up to date with any important valuation or policy changes.
  • Perform regular administration duties of all investment files and compliance projects as assigned.
Requirements
  • A degree in finance, economics, or a relevant field.
  • Progress on the CFA or CIM designation is desirable.
  • A minimum of 3 years related experience; fund accounting experience is preferred.
  • Proficient Microsoft Excel.
  • Experience using Croesus Portfolio Management and Dataphile software is an asset.
  • Ability to communicate effectively and professionally, in a team environment.

We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for investment operations, we encourage you to apply for this exciting opportunity.", "company": "Blue Chip Recruiting Ltd.", "location": "Calgary"}