Portfolio Management Assistant
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• supporting the Investment Counsellor in the management of private client portfolios
• assistance with producing financial plans, portfolio rebalancing per the investment policy statement and preparing/updating Investment Policy Statements.
• pro-actively identify, investigate and resolve client inquiries and provide the Investment Counsellor with recommendations for resolution of complex situations, as well as assist in the construction of customized investment strategies, proposals and implement & monitor action plans for new funds and portfolio allocations.
• enter trades as directed by the Investment Counsellor, and works closely with the Private Client Associate to assist in the administration of client portfolios. Qualifications
• Candidates should be a self-directed individual with excellent organization skills, strong writing and communication, able to handle large volumes of information, interpersonal skills and critical thinking. Must Have
• Minimum of 2 years in a client facing role in a financial institution
• University Degree Nice to Have
• Completion of either CIM or CFA
• PFP or CFP
• Experience in Trading
• Tax planning experience
• Portfolio Management skills
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