Investment Portfolio Manager
4 days ago
Banque Nationale du Canada is a leading financial institution committed to providing exceptional service to its clients. As an Investment Analyst, you will be part of a dynamic team that strives to make a positive impact on people's lives.
Job SummaryThis role involves analyzing and tracking individual stocks, exchange-traded funds, investment funds, and other securities that may be included in investment portfolios. You will also create and regularly update model portfolios, stay up-to-date on the latest economic news, and help managers prepare recommendations for new clients.
Responsibilities- Analyze and track individual stocks, exchange-traded funds, investment funds, and other securities that may be included in investment portfolios
- Create and regularly update model portfolios
- Stay up-to-date on the latest economic news
- Help managers prepare recommendations for new clients
- Contribute actively to the preparation of bi-monthly investment committee meetings
- 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 management system
- Competitive compensation package
- Flexible benefits program to promote wellbeing and family support
- Health and wellness program with various options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities to get involved in community initiatives
- Telemedicine service
- Virtual sleep clinic
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