Portfolio Management Specialist

3 weeks ago


Ottawa, Ontario, Canada beBee Professionals Full time
Portfolio Management Analyst

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.



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