Portfolio Manager

Compass Private Wealth

Visualizza: 124

Giorno di aggiornamento: 23-05-2024

Località: Guelph Ontario

Categoria: Finanza / Banca / Azione

Industria:

Tipo di lavoro: Full-time

Stipendio: From $80,000 a year

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Contenuto del lavoro

Our firm is looking for an experienced Portfolio Manager to join our team. The successful candidate will be responsible for managing a portfolio of investments, monitoring market trends, researching potential investments, and making decisions on the best strategies to achieve financial goals. The ideal candidate will have a strong understanding of financial markets and be able to make sound investment decisions in a fast-paced environment.

Responsibilities:

  • Analyze and monitor investments to ensure they meet the portfolio’s objectives.
  • Develop and implement strategies to maximize returns and minimize risk.
  • Conduct research on potential investments and analyze their performance.
  • Monitor the performance of existing investments and make adjustments as needed.
  • Provide regular reports to clients on the performance of their portfolios.
  • Maintain relationships with clients, brokers, and other financial professionals.

Job Type: Full-time

Salary: From $80,000.00 per year

Benefits:

  • Extended health care
  • On-site parking
  • Paid time off
  • Tuition reimbursement
  • Vision care
  • Work from home

Flexible Language Requirement:

  • French not required

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus pay
  • Signing bonus

Education:

  • Secondary School (required)

Experience:

  • Investment: 5 years (required)

Licence/Certification:

  • CFA or CIM designation (required)

Ability to Commute:

  • Guelph, ON N1C 0A1 (required)

Willingness to travel:

  • 25% (required)

Work Location: Hybrid remote in Guelph, ON N1C 0A1

Expected start date: 2023-09-05

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Scadenza: 07-07-2024

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