Current jobs related to Portfolio Management Specialist - Ottawa, Ontario - beBee Professionals
-
Portfolio Management Specialist
4 weeks ago
Ottawa, Ontario, Canada Hire Intellect Full timeAbout the RoleWe are seeking a highly skilled Portfolio Management Specialist to support our Portfolio Strategy and Planning Lead in coordinating strategic portfolio planning and implementation.The successful candidate will have strong analytical skills, with the ability to collect, organize, analyze, and disseminate significant amounts of information with...
-
Portfolio Management Specialist
4 weeks ago
Ottawa, Ontario, Canada Hire Intellect Full timeAbout the Company:Hire Intellect is a leading provider of trade knowledge, financial solutions, equity insurance connections, and business growth strategies for Canadian companies.About the Role:The Associate Project Portfolio Manager supports the Portfolio Strategy and Planning Lead in initiative and project oversight, aligning with the company's strategic...
-
Portfolio Management Specialist
4 weeks ago
Ottawa, Ontario, Canada beBee Professionals Full timePortfolio Management RoleBeBee Professionals is seeking a skilled Portfolio Management Analyst to provide portfolio management services to our clients. The successful candidate will be responsible for analyzing portfolios, allocating assets, and constructing portfolios that meet our clients' needs.The ideal candidate should have a Bachelor's degree in...
-
Portfolio Management Specialist
4 weeks ago
Ottawa, Ontario, Canada Hire Intellect Full timeAbout the Company:Hire Intellect is a leading provider of trade knowledge, financial solutions, equity insurance connections, and business growth strategies for Canadian companies.About the Role:The Associate Portfolio Manager supports the Portfolio Strategy and Planning Lead in initiative and project oversight, ensuring alignment, facilitation, and...
-
Strategic Portfolio Coordinator
2 weeks ago
Ottawa, Ontario, Canada Hire Intellect Full timeAbout the Role:We are seeking a highly skilled Portfolio Management Specialist to support the Portfolio Strategy & Planning Lead with initiative and project oversight.The ideal candidate will have a strong background in portfolio management methodologies and be able to manage portfolio activities to meet goals.Key responsibilities include partnering with the...
-
Portfolio Management Associate
3 weeks ago
Ottawa, Ontario, Canada Hire Intellect Full timeAbout the Role:We are seeking a skilled Associate Portfolio Manager to support our Portfolio Strategy and Planning Lead in initiative and project oversight. As a key member of our team, you will work closely with our Portfolio Strategy and Planning Lead to coordinate strategic portfolio planning, develop criteria for evaluation and portfolio proposals, and...
-
Strategic Portfolio Coordinator
4 weeks ago
Ottawa, Ontario, Canada Hire Intellect Full timeAbout the Company:Hire Intellect is a leading provider of innovative solutions for businesses looking to grow and succeed in the global market. Our team of experts is dedicated to helping clients achieve their goals through strategic portfolio planning and management.About the Role:The Associate Portfolio Management Specialist will support the Portfolio...
-
Academic Portfolio Manager
4 weeks ago
Ottawa, Ontario, Canada TriCert Investment Counsel Inc. Full timeTriCert Investment Counsel, a registered portfolio management firm, seeks a skilled Investment and Portfolio Manager to join our team. As an investor, not a trader, we utilize a quality, sector-based methodology to match clients' risk tolerance with tailored portfolios.Our approach involves a holistic view of clients' financial affairs, including tax plans,...
-
Senior Financial Advisor
4 days ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout the RoleAs a Senior Financial Advisor – Portfolio Growth Specialist at ScotiaMcleod, you will play a vital role in helping our clients achieve their financial goals. This is an excellent opportunity to work with a renowned wealth management firm and contribute to the success of our clients.
-
Financial Portfolio Manager
4 weeks ago
Ottawa, Ontario, Canada Minto Group Full timeFinancial Portfolio ManagerWe are seeking a highly skilled Financial Portfolio Manager to join our team at Bridgegreen Capital.About the Role:The Financial Portfolio Manager will be responsible for managing and organizing the financial portfolio of our shareholders, including cash management, treasury services, financial reporting, and investment...
-
Master Portfolio Manager – Ottawa
4 days ago
Ottawa, Ontario, Canada NAV CANADA Full timeJob SummaryWe are seeking a highly skilled and experienced Master Portfolio Manager to lead our operational, technology, and strategic projects. As a key member of our Portfolio Delivery Group, you will be responsible for leading multidisciplinary teams, establishing strong relationships with internal and external stakeholders, and driving project...
-
Investment Portfolio Manager
4 weeks ago
Ottawa, Ontario, Canada Bank of Montreal Full timeInvestment Portfolio ManagerAs an Investment Portfolio Manager at Bank of Montreal, you will be responsible for managing a portfolio of clients to retain and grow relationships. You will evaluate clients' personal and investment needs, creating investment policy statements, asset allocations, investment portfolios, and financial plans. Your goal will be to...
-
Strategic Portfolio Manager
3 weeks ago
Ottawa, Ontario, Canada CB Canada Full timeJob DescriptionAs a Portfolio Manager at CB Canada, you will be responsible for developing and maintaining strong relationships with your assigned client base. Your primary goal will be to understand their business needs, identify areas for improvement, and recommend existing or customized solutions. You will be the key contact for your clients and will work...
-
Strategic Portfolio Manager
1 week ago
Ottawa, Ontario, Canada Staffing In Motion Full time{"title":"Financial Services Opportunity","subtitle":"Private Client Advisor","text":"Firm Overview: Our partner, a large global portfolio management firm, manages over $200 billion in assets. Each client receives a customized portfolio tailored to their needs, with a focus on global diversification and individual stocks and bonds.Role Description: As a...
-
Residential Portfolio Manager
4 days ago
Ottawa, Ontario, Canada Claridge Homes Full timeJob OverviewClaridge Homes is a leading land developer in Ottawa, Ontario, with over 250 full-time employees and a diverse portfolio of residential communities, condos, retirement communities, and the Andaz hotel.Job SummaryWe are seeking an experienced Residential Portfolio Manager to join our team. The successful candidate will be responsible for managing...
-
Portfolio Manager
4 weeks ago
Ottawa, Ontario, Canada CB Canada Full timeJob DescriptionAs a Portfolio Manager at CB Canada, you will be responsible for developing and maintaining strong relationships with our clients. You will work closely with customers to understand their business needs, identify areas for improvement, and recommend solutions to meet their objectives. This role requires a strong understanding of our clients'...
-
Director of Portfolio Management
4 days ago
Ottawa, Ontario, Canada Domus Building Cleaning Company Ltd. Full timeJob Description:The Director of Portfolio Management is responsible for overseeing and managing all aspects of their portfolio of buildings. This includes conducting regular inspections and reviews to ensure compliance and best-in-class service delivery.Key Responsibilities:Oversee day-to-day management of current contractsConduct regular site visits and...
-
Investment Portfolio Manager
4 weeks ago
Ottawa, Ontario, Canada BMO Financial Group Full timeJob Summary:We are seeking a highly skilled Investment Portfolio Manager to join our team at BMO Financial Group. As an Investment Portfolio Manager, you will be responsible for managing a portfolio of clients to retain and grow the relationships. You will evaluate client's personal and investment needs and create an investment policy statement, asset...
-
Senior Financial Portfolio Manager
2 weeks ago
Ottawa, Ontario, Canada Minto Group Full timeJob Title: Senior Financial Portfolio ManagerThe Senior Financial Portfolio Manager will oversee the financial portfolio of our shareholders, ensuring accurate and timely financial reporting. This position will be responsible for cash management, treasury services, financial reporting, and investment planning.Key Responsibilities:Manage the financial...
-
Investment Portfolio Manager
4 weeks ago
Ottawa, Ontario, Canada BMO Full timeJob Summary:We are seeking a highly skilled Investment Portfolio Manager to join our team at BMO. As a key member of our Wealth Sales and Service team, you will be responsible for managing a portfolio of clients to retain and grow relationships. You will evaluate clients' personal and investment needs, creating an investment policy statement, asset...
Portfolio Management Specialist
1 month ago
BeBee Professionals is seeking a skilled Portfolio Management Analyst to provide portfolio management services to our clients. The ideal candidate will have a Bachelor's degree in finance, economics, or a related field, and a minimum of two years of experience in portfolio management.
Key Responsibilities:
- Provide portfolio analysis and asset allocation services to clients
- Construct and manage investment portfolios to meet client objectives
- Develop and implement portfolio optimization strategies
- Collaborate with clients to understand their investment goals and risk tolerance
Requirements:
- Bachelor's degree in finance, economics, or a related field
- Minimum of two years of experience in portfolio management
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
What We Offer:
- Competitive salary and benefits package
- Health and dental insurance
- 401(k) plan
- Paid vacation
If you are a motivated and detail-oriented individual with a passion for portfolio management, we encourage you to apply for this exciting opportunity.