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Investment Portfolio Administrator
2 months ago
We are seeking an experienced Investment Portfolio Administrator to join our team at Blue Chip Recruiting Ltd. in Calgary, Alberta.
The estimated salary for this position is $85,000 - $110,000 per year, depending on experience and qualifications.
Job Description- Responsibilities:
- Maintain and reconcile client portfolio data and pooled funds, analyzing performance discrepancies and verifying NAV reporting for pooled funds.
- Coordinate various reports, reviews, and financial statement requests, responding to ad hoc client portfolio queries from custodians, portfolio managers, financial advisors, and consultants.
- Manage relationships with third-party service providers and work with the portfolio management teams to ensure needs are met.
- 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.
We offer a unique opportunity to work with a boutique full-service financial planning firm serving individuals and families across Canada and the United States. Our goal is to provide the best investment products, services, advice, and ideas the financial industry has to offer from an experienced team holding Chartered Financial Analysts (CFA), Chartered Investment Managers (CIM), and Certified Financial Planners (CFP) designations.
