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Senior Portfolio Analyst
1 month ago
We're seeking a highly skilled and detail-oriented Senior Portfolio Analyst to join our Implementation Equity team in Montreal. As a key member of our team, you will be responsible for implementing equity and fixed income rebalancing programs, ensuring pre-trade compliance, and providing accurate and timely reports to our Portfolio Managers.
Key Responsibilities:
- Implement equity and fixed income rebalancing programs in Bloomberg based on models and rebalancing guidelines.
- Ensure accounts are pre-trade compliant, adjusting orders baskets when there is a breach.
- Produce various reports and ensure they are accurate and released within established deadlines.
- Participate in key initiatives and projects that improve our capabilities and processes.
Requirements:
- Minimum 5 years of experience in the financial services industry, with knowledge of Bloomberg AIM or programming languages like VBA or Python.
- CFA designation or completion of the Canadian Securities Course (CSC) is an asset.
- Fluency in French and English to serve our clients in the community.
What We Offer:
- Competitive compensation and benefits package.
- Opportunities for professional growth and development.
- A dynamic and inclusive work environment.
About Us:
We're a leading financial institution committed to creating an inclusive environment where all team members and clients feel like they belong. We're passionate about building a relationship-oriented bank for the modern world and need talented professionals like you to help us achieve our goals.
