Investment Portfolio Manager Jobs in Oakville
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Search Results - Investment Portfolio Manager Jobs in Oakville
Robert Half-Oakville
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 -
Pivotal Integrated HR Solutions-Oakville
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
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
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
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
>Analyze, open, and update client files Produce portfolio management reports Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings Ensure adherence...
Pivotal Integrated HR Solutions-Oakville
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
and sales of securities, necessary transaction adjustments) Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up Analyze, open, and update client files Produce portfolio...
Pivotal Integrated HR Solutions-Oakville
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...
Bellwether Investment Management-Oakville
Who We Are
Bellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families...
Royal Bank of Canada-Oakville
in this role:
• Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
• Leverage RBCs extensive investment and wealth management...
rbc.com -
Pivotal Integrated HR Solutions-Oakville
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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