High-Performance Investment Strategist
2 weeks ago
We are seeking a highly skilled Investment Performance Analysis, Vice President to join our team at Stonewood Group Inc. in Toronto.
About the RoleThis is an excellent opportunity for a seasoned investment professional to leverage their expertise and take on a leadership role in shaping our firm's investment strategy and client service offerings.
The ideal candidate will have a strong background in investment management, a CFA designation, and experience working with high net worth individuals or family offices.
Key Responsibilities- Investment Strategy Development - Oversee the development and implementation of our firm's investment strategy, ensuring it aligns with our clients' goals and risk tolerance.
- Leadership and Mentorship - Provide guidance and mentorship to junior staff members, helping them develop their investment analysis skills and industry knowledge.
- Client Relationship Management - Work closely with our client management team to provide exceptional service to our clients, understanding their needs and developing tailored investment solutions.
The successful candidate will be a team player with excellent communication and interpersonal skills, able to build strong relationships with both internal stakeholders and external clients.
Preferred Qualifications- Undergraduate degree and CFA designation required.
- Strong knowledge of the wealth/investment management industry, preferably with experience working with private family offices or high net worth individuals.
- Superior communication and presentation skills, with the ability to simplify complex financial concepts for non-technical audiences.
- Advanced analytical skills, with the ability to examine and interpret data to inform investment decisions.
Salary: $120,000 - $180,000 per annum, depending on experience.
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