Investment Portfolio Manager

4 days ago


London, Ontario, Canada Banque Nationale du Canada Full time
Overview

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 Summary

This 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
Qualifications
  • 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
Benefits
  • 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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