Portfolio Manager Coordinator
20 hours ago
Are you passionate about providing exceptional client service and supporting a high-performing team? We are seeking a skilled Investment Associate to join our wealth management team in Montreal, Canada.
About the OpportunityThis is an exciting opportunity to work with a sophisticated clientele and provide dedicated support to our portfolio management team. As an Investment Associate, you will be responsible for general administrative duties, including executing trades, reviewing portfolios, and managing risk dashboards.
Key Responsibilities- Support the portfolio management team in general administrative duties
- Request information and documentation from clients to keep client files up-to-date
- Execute on trades as directed by the portfolio management team
- Follow up on orders to ensure proper settlement and delivery
- Review portfolios regularly
- Rebalance portfolios with guidance from the portfolio management team
- Manage risk dashboard, bulk trading, Investment Policy Statements (IPS), etc.
- Post-secondary degree in finance or a related area of study
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Minimum of 2 years of professional work experience within the investment industry
- Bilingualism (English and French) required
- Strong working knowledge of Microsoft 365 apps
We offer a comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders support your development through coaching and managing opportunities, and you will work in a dynamic, collaborative, progressive, and high-performing team.
Location and SalaryThis role is based in Montreal, Canada, and we offer a salary range of $60,000 - $80,000 per annum, depending on experience.
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