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Investment Portfolio Manager

2 months ago

London, Ontario, Canada NBC Full time
Investment Analyst Job Description

As an Investment Analyst at National Bank Financial – Wealth Management, you will be part of a dynamic team of 1,000 investment advisors in the 5th largest investment brokerage firm in Canada.

Key Responsibilities:
  • Analyze and track individual stocks, exchange-traded funds, investment funds, and other securities that may be included in investment portfolios.
  • Create and regularly update model portfolios to optimize investment returns.
  • Monitor portfolio performance and provide recommendations for improvement.
  • Produce financial reports to stakeholders, including clients and management.
  • Stay up-to-date on the latest economic news and market trends.
  • Collaborate with managers to prepare recommendations for new clients and contribute to the preparation of bi-monthly investment committee meetings.
Requirements:
  • Bachelor's degree in Finance or a related field.
  • Three years of experience in the securities industry.
  • Successful completion of the Canadian Securities Course and the Conduct and Practices Handbook Course.
  • CFA and/or CIM designation.
  • Knowledge of Croesus 8+ asset management software.
What We Offer:
  • Competitive compensation and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and collaborative work environment.
  • A wide range of flexible benefits to promote your wellbeing and that of your family.
Our Culture:

We are a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates who share our values and are passionate about making a difference in the lives of our clients and communities.