Portfolio Management Specialist
3 weeks ago
About the Role:
Gilmore Partners is seeking an experienced Portfolio Management Specialist to join our team in Downtown Toronto. This role offers a unique opportunity to work with a single family office, providing administrative and operational support for client investments.
Job Description:
- Maintain and update client account information, ensuring accuracy and confidentiality.
- Liaise with investment managers, custodians, brokers, and third-party administrators to address inquiries and resolve account-related issues.
- Assist with onboarding new clients, including preparation of account opening documents, verifying client details, and ensuring compliance with regulatory requirements.
- Prepare and distribute investment reports, statements, and performance summaries to clients.
- Process and monitor trades, including equities, fixed income, mutual funds, alternative investments, and cryptocurrency, ensuring accuracy and timeliness.
- Engage with the internal accounting team, custodians, brokers, and third-party administrators, facilitating reconciliation between front and back office functions.
Requirements:
- Proven experience in financial services, ideally in investment administration, asset management, or similar roles.
- Strong understanding of financial markets, investment products, cryptocurrency platforms, and portfolio administration.
- Proficiency with financial software and tools (e.g., Bloomberg, Excel, portfolio management systems).
About Us:
Gilmore Partners is a leading firm specializing in investment administration and asset management. Our team is committed to delivering exceptional service and results-driven solutions to our clients.
Compensation:
The estimated salary range for this position is $85,000 - $110,000 per year, depending on experience.
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