Portfolio Analyst, Overlay Management
$61,600–$113,900 year
On-siteToronto, Ontario, Canada
Toronto, Ontario, CanadaOn-siteFull Time$61,600–$113,900 yearBANKINGEnterprise
Full TimeEnterpriseBANKING
Job Summary
Process and review trades resulting from sub-advisors' instructions and account-level requests to ensure accurate execution and continuous trade-order flow. Monitor client accounts daily, manage corporate action reviews, model reconciliations, and constraint processes. Identify, research, and resolve operational problems related to trade corrections within a fast-paced environment. Collaborate with compliance functions to verify activities meet regulatory guidelines and assist in developing operational policies. Manage internal and external relationships while performing other assigned duties.
Required Qualifications
- Successful completion of Canadian Securities Course
- 3+ years in investment industry experience
- 3+ years of portfolio management and trade-related experience
- University Degree (Business, Economics, Accounting, Finance)
- Strong understanding of overlay/portfolio management and trade-related concepts
- Strong analytical and investigative skills
- Strong attention to detail and ability to work in a fast-paced, dynamic environment
- Ability to think clearly under pressure
- Able to work independently as well as collaboratively within a team environment
- Effective time-management and ability to learn, prioritize and execute quickly to meet deadlines consistently
- Highly flexible and adaptable to change
- Excellent oral and written communication skills
- Understanding of tax-related issues affecting investments
- Proficient computer literacy, advanced Excel Skills
Desired Qualifications
- Enrollment in or completion of the Chartered Financial Analyst (CFA) or Chartered Investment Manager (CIM) designation
- Sufficient qualifications and experience to attain the Associated Portfolio Manager or Portfolio Manager designation with the Canadian Investment Regulatory Organization (CIRO)
- Experience in problem resolution
- Experience in client support management
- Proficient utilizes investment-related software with a preference to overlay management software
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