Portfolio Associate

3 days ago

Toronto, Ontario, Canada Yorkville Asset Management Full time

The Portfolio Associate supports Portfolio Managers in the administration and ongoing management of client portfolios for both institutional and private clients. This role involves preparing portfolio reviews and client presentations, maintaining analytical models and reporting, and ensuring high-quality client documentation. The Portfolio Associate also plays a key role in portfolio administration and client onboarding, coordinating account setup, transfers, and required documentation to ensure a seamless client experience. The ideal candidate is detail-oriented, analytically minded, and comfortable working with Excel and PowerPoint, with a strong interest in investments and financial markets. Remuneration is competitive and is based on experience and qualifications.

Responsibilities

  • Work closely with Portfolio Managers by providing support for the administration of the portfolios and client relationships (institutional & private clients)
  • Preparing portfolios reviews and presentations to clients and prospects in PowerPoint
  • Prepare and/or update Excel models with client data, portfolio performance, and market indicators
  • Reviewing and drafting client reporting statements, ensuring quality and consistency
  • Perform ongoing portfolio administration for client portfolios, which may include account transfers, updating client documentation, completing forms.
  • Supporting the onboarding of new clients by coordinating required documentation, setting up accounts, and ensuring a smooth transition into ongoing service.

Qualifications & Skills

  • Undergraduate degree in business (specialization in finance or accounting is an asset)
  • 1-2 years of experience in a related role within the financial services or investment industry is an asset
  • Excel & PowerPoint proficiency
  • Client services skills – verbal & written
  • Well organized, detail oriented, focused on accuracy & time management
  • Enjoys analytical work
  • Works well independently & as part of a team
  • Interest in investments and financial markets

About Us

Yorkville Asset Management is a boutique wealth management service provider that caters to

affluent Canadians and institutions. Yorkville operates from its head office in Toronto, and through

two satellite offices in Calgary and Ottawa. Yorkville's competitive advantage is derived from its

focus on client services, natural bias to investing in the health care sector, and comprehensive

wealth solution offerings to clients.

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