Analyst, Portfolio Management Group
3 weeks ago
Description The Canada Portfolio Management Group is responsible for designing and constructing multi-asset portfolios for Canadian clients who have outsourced this to WTW. As an analyst in the Canada Portfolio Management Group, you will be supporting Portfolio Managers in portfolio construction, real time portfolio management and continuous oversight of these portfolios. You will have exposure to the end-to-end investment process and have an opportunity to contribute to positive outcomes of discretionary clients as you build knowledge of our processes and develop portfolio management and asset class knowledge. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role You will have the opportunity to learn as well as apply any existing experience and knowledge to a range of activities including: Analysis and support of portfolio construction decisions for portfolio invested across a range of global asset classes Support the development of proposals for portfolio construction, identifying and following up on areas requiring further analysis Support preparation of agendas and create materials for Canada Portfolio Management Group meetings including formal portfolio reviews Prepare written and analytic materials that present and support investment recommendations and actions Draft and maintain clear documentation of portfolio decisions, including support for an audit trail regarding client specific differences from model portfolios Analysis and management of cash flow needs and movements as well as trade simulations for consideration by portfolio managers Building effective working relationships on cross-functional teams in Canada across Operations, Strategy, Investment and Retirement and Business Development. Exercising project management skills as you collaborate with others to ensure projects are delivered efficiently Contribute to the growth of the delegated business supporting business development by modeling proposed portfolios under the supervision of portfolio managers Applying a critical focus on process proactively seeking enhancements to improve efficiency and consistency in the delivery of portfolio management Qualifications The Requirements An undergraduate degree with an interest in financial markets both Canadian and global, institutional investing and multi asset investment management Currently pursuing or with the potential to pursue the Chartered Financial Analyst or other industry designation We are looking for an individual who:- thrives in an inclusive, highly collaborative work environment- has a keen appreciation of process and strong organizational skills with a detail orientation- is comfortable working in a dynamic and usually fast-paced environment- displays sound analytical skills; ability to grasp key issues and offer effective solutions- has a track record of delivering accurate, high-quality work- applies their working knowledge Excel and databases to our internal processes and systems French/English bilingualism an asset but not a requirement Equal Opportunity Employer #J-18808-Ljbffr
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Analyst, Portfolio Management Group
4 weeks ago
Toronto, Canada WTW Full timeDescription The Canada Portfolio Management Group is responsible for designing and constructing multi-asset portfolios for Canadian clients who have outsourced this to WTW. As an analyst in the Canada Portfolio Management Group, you will be supporting Portfolio Managers in portfolio construction, real time portfolio management and continuous oversight of...
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Analyst, Portfolio Management Group
4 weeks ago
Toronto, Canada WTW Full timeDescription The Canada Portfolio Management Group is responsible for designing and constructing multi-asset portfolios for Canadian clients who have outsourced this to WTW. As an analyst in the Canada Portfolio Management Group, you will be supporting Portfolio Managers in portfolio construction, real time portfolio management and continuous oversight of...
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Toronto, Canada SLC Management Full timeSLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over...
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Portfolio Analyst
7 days ago
Toronto, Canada CI Financial Full time**ABOUT US** CI Global Asset Management is one of the country’s largest investment fund companies. CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors. It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI is part of CI Financial, a diverse group...
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Portfolio Analyst
2 weeks ago
Toronto, Canada IFG - International Financial Group Full timeLead Recruitment at IFG - Banking - IT / Functional Our client is a multi‑national major financial powerhouse that is publicly listed. They are looking for an interim Junior insurance/re‑insurance Portfolio Manager for an initial term of 6 months. This is an on‑site role, located downtown Toronto. As the insurance/re‑insurance Portfolio Manager, you...
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Portfolio Services Group Manager
2 weeks ago
Toronto, Canada Fidelity International Full timePortfolio Services Group Manager page is loaded## Portfolio Services Group Managerlocations: Toronto Officetime type: Full timeposted on: Posted Yesterdayjob requisition id: J61677# **Job Description***You will be working on a Hybrid office schedule as part of Fidelity’s dynamic working arrangement.**Current work authorization for Canada is...
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Portfolio Services Group Manager
2 weeks ago
Toronto, Canada Fidelity International Full timePortfolio Services Group Manager page is loaded## Portfolio Services Group Managerlocations: Toronto Officetime type: Full timeposted on: Posted Yesterdayjob requisition id: J61677# **Job Description***You will be working on a Hybrid office schedule as part of Fidelity’s dynamic working arrangement.**Current work authorization for Canada is...
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Portfolio Services Group Manager
2 weeks ago
Toronto, Canada Fidelity International Full timePortfolio Services Group Manager page is loaded## Portfolio Services Group Managerlocations: Toronto Officetime type: Full timeposted on: Posted Yesterdayjob requisition id: J61677# **Job Description***You will be working on a Hybrid office schedule as part of Fidelity’s dynamic working arrangement.**Current work authorization for Canada is...
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Portfolio Services Group Manager
2 weeks ago
Toronto, Canada Fidelity International Full timePortfolio Services Group Manager page is loaded## Portfolio Services Group Managerlocations: Toronto Officetime type: Full timeposted on: Posted Yesterdayjob requisition id: J61677# **Job Description***You will be working on a Hybrid office schedule as part of Fidelity’s dynamic working arrangement.**Current work authorization for Canada is required for...
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Senior Portfolio Manager
2 days ago
Toronto, Canada Neris Wealth Management Full timeNeris Wealth Management, pending approval from the Cayman Islands Monetary Authority (CIMA), will offer discretionary portfolio management and trade execution services to a global clientele. Operating from the Cayman Islands, the company will manage client investment portfolios based on individualized mandates. Services will also include assisting clients...
