Investment Portfolio Manager Jobs in Burlington
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Search Results - Investment Portfolio Manager Jobs in Burlington
Portland Investment Counsel Inc.-Burlington
reporting, fund administration, marketing and portfolio management.
Essential Functions:
• Assist in the maintenance and monitoring of compliance with Portland’s Compliance Manual and escalate compliance items to the CCO as required.
• Assists in writing...
Robert Half-Oakville, 13 km from Burlington
Administration to contribute to a growing portfolio of diverse investments. This role offers a unique opportunity to gain exposure to both private placement debt and equity markets while building your expertise in investment administration and project financing...
roberthalf.com -
Portland Investment Counsel Inc.-Burlington
reporting, fund administration, marketing and portfolio management.
Essential Functions:
• Assist in the maintenance and monitoring of compliance with Portland’s Compliance Manual and escalate compliance items to the CCO as required.
• Assists in writing...
Pivotal Integrated HR Solutions-Oakville, 13 km from Burlington
portfolio management system and various custodian systems, as well as assisting the team with trading support, client proposals and Investment Policy Statement preparation.
Position Responsibilities:
Trading Support
• Scrub extracts from various systems...
Pivotal Integrated HR Solutions-Oakville, 13 km from Burlington
portfolio management system and various custodian systems, as well as assisting the team with trading support, client proposals and Investment Policy Statement preparation. Data Integrity Complete Daily Reconciliation responsibilities between the portfolio...
Edward Jones-Mississauga, 28 km from Burlington
responsibility for the development and execution of trade strategies based on client requests for portfolio customization or tax management, while ensuring consistency with both the portfolios and client's investment objectives.
• Overall responsibility...
appcast.io -
Pivotal Integrated HR Solutions-Oakville, 13 km from Burlington
portfolio management system and various custodian systems, as well as assisting the team with trading support, client proposals and Investment Policy Statement preparation. Data Integrity Complete Daily Reconciliation responsibilities between the portfolio...
National Bank-Oakville, 13 km from Burlington
for new members of your team. Supervise the process of onboarding new clients. Work with investment advisors to develop innovative portfolio management and marketing strategies to maximize results.
Pivotal Integrated HR Solutions-Oakville, 13 km from Burlington
portfolio management system and various custodian systems, as well as assisting the team with trading support, client proposals and Investment Policy Statement preparation. Data Integrity Complete Daily Reconciliation responsibilities between the portfolio...
Pivotal Integrated HR Solutions-Oakville, 13 km from Burlington
portfolio management system and various custodian systems, as well as assisting the team with trading support, client proposals and Investment Policy Statement preparation. Data Integrity Complete Daily Reconciliation responsibilities between the portfolio...
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