portfolio manager

1 day ago

Langley BC, Canada Capstone Asset Management Full time US$50,000 - US$80,000 per year
  • Education: Bachelor's degree
  • Experience: 2 years to less than 3 years
  • or equivalent experience
  • Tasks
  • Evaluate financial risk
  • Use portfolio management software
  • Collect financial and investment information about companies, stocks, bonds and other investments
  • Examine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends)
  • Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence
  • Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
  • Analyze investment projects
  • Prepare a regular risk profile for debt portfolios
  • Develop risk management plans
  • Computer and technology knowledge
  • Data analysis software
  • MS Excel
  • Security and safety
  • Criminal record check
  • Work conditions and physical capabilities
  • Attention to detail
  • Personal suitability
  • Client focus
  • Excellent oral communication
  • Excellent written communication
  • Ability to multitask
  • Accountability
  • Innovation
  • Screening questions
  • Are you authorized to work in Canada?
  • Do you have experience working in this field?
  • Health benefits
  • Health care plan
  • Financial benefits
  • Registered Retirement Savings Plan (RRSP)
  • Other benefits
  • Paid time off (volunteering or personal days)
  • Work Term: Permanent
  • Work Language: English
  • Hours: 30 to 40 hours per week

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