Investment Portfolio Analyst Jobs
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Harbourfrontwealth-Toronto
quantitative analysis on 3^rd party holdings and performance measures to identify key risk factors of individual strategies.
• Assist with reconciliation and rebalancing of portfolios, ensuring accuracy and alignment with investment objectives.
• Assist...
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Harbourfront Wealth Management-Toronto
Analyst to work closely with a Portfolio Manager in all aspects of managing high-net-worth client relationships. This role combines investment support, portfolio analysis, client service, and operational execution.
Conduct ongoing portfolio analysis...
Scotiabank-Toronto
Analyst, Fixed Income is responsible for supporting the team’s investment and decision-making process. As the Portfolio Analyst, Fixed Income, you will will work closely with a team of Portfolio Managers and Analysts in support of their mandates...
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beBee Careers-Toronto
thorough portfolio analysis, prepare client-facing materials, and coordinate account transactions.
Key Responsibilities:
1. Collaborate with Portfolio Managers to support client relationship management and wealth planning initiatives
2. Analyze...
CPP Investments-Toronto
trends that may impact investments and quantify their potential impacts.
• Support the development of portfolio-level analytics, analysis, and reporting to communicate risk insights to senior management.
• Analyze the risk/return profile of investments...
beBee Careers-Toronto
About the Role
We are seeking a detail-oriented and analytical Private Client Analyst to work closely with a Portfolio Manager in all aspects of managing high-net-worth client relationships. This role combines investment support, portfolio analysis...
Harbourfront Wealth Management-Toronto
Analyst to work closely with a Portfolio Manager in all aspects of managing high-net-worth client relationships. This role combines investment support, portfolio analysis, client service, and operational execution.
Conduct ongoing portfolio analysis...
beBee Careers-Toronto
Job Summary:
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We are seeking a detail-oriented and analytical Private Client Analyst to work closely with a Portfolio Manager in all aspects of managing high-net-worth client relationships. This role combines investment support, portfolio...
Harbourfront Wealth Management-Toronto
Analyst to work closely with a Portfolio Manager in all aspects of managing high-net-worth client relationships. This role combines investment support, portfolio analysis, client service, and operational execution.
Conduct ongoing portfolio analysis...
Harbourfront Wealth Management-Toronto
investment support, portfolio analysis, client service, and operational execution. The ideal candidate brings strong financial acumen, a client-first mindset, and a high degree of professionalism in a dynamic, fast-paced environment.
Responsibilities...
Harbourfront Wealth Management-Toronto
Analyst to work closely with a Portfolio Manager in all aspects of managing high-net-worth client relationships. This role combines investment support, portfolio analysis, client service, and operational execution.
Conduct ongoing portfolio analysis...
Compunnel, Inc.-Halifax
of applications and expand that to full-scale Application Portfolio Management.
Integrated Portfolio Analysis:
Create and manage an integrated portfolio framework that includes business, financial, technology, and risk data, providing a holistic view of current...
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Fitch Ratings-Mississauga
and structured transactions, including portfolio analysis
• Review legal documentation for transactions, including indentures, prospectuses, etc.
• Develop financial models and databases
• Participate in on-site due diligence review meetings with fund managers...
Sun Life Financial-Montréal
/ Full-Service Brokerage, MFDA, and MGA advisors and team members - including but not limited to providing thought leadership, practice management and portfolio analysis promoting SLGI’s product line-up.
• Achieve sales targets for all products (mutual...
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myGwork - LGBTQ+ Business Community-Toronto
this position will support coverage of some of the group’s sub-sectors.
We’ll Count On You To
• Analyze quantitative and qualitative factors influencing the credit quality of funds and structured transactions, including portfolio analysis
• Lead on-site due...
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