Portfolio Manager
- St. Catharines, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Posting language
- English
- Posted
Original job description
Working directly with
the Portfolio Manager and Principal of this dynamic Wealth Management firm, the
Financial Analyst, will utilize their knowledge of financial products and
markets to proactively report and recommend changes and allocation of
portfolios. Building out your knowledge of products and clients while also
supporting the Portfolio Manager. The key responsibility is to provide timely
and valuable data and reporting to support the firm in surpassing sales,
service and activity targets. This firm offers flexibility and nimbleness while
providing world class resources and infrastructure.
Responsibilities:
- Analyze financial data, portfolios and
returns and provide recommendations for decision support
- Report on financial performance and
prepare for regular leadership reviews
- Analyze past results, perform variance analysis, identify trends, and
make recommendations for improvements
- Evaluate financial performance by
comparing and analyzing actual results with plans and forecasts
- Provide analysis of trends and forecasts
and recommend actions for optimization
- Identify and drive process improvements,
including the creation of standard and ad-hoc reports, tools,
- Perform market research, data mining,
business intelligence
- Consistently
demonstrate effective management and prioritization of work and reporting
- Supports the
activities and follow-up requirements of Portfolio Manager
- Embrace
accountability and have an entrepreneurial mindset
Qualifications
· 0-3+ years of business finance or other relevant experience
· Strong fluency with Excel Formulas and functions
· University degree in Accounting, Finance, Commerce, Economics
· Strong analytical and data gathering skills
· Good business acumen
· An interest and curiosity in capital markets
· Successful completion of a financial services industry program course (i.e. CSC, IFIC, CFA, CFP, CIM).
· Strong interpersonal skills, including written and oral communication skills
· Experience working with, and presenting to, senior executives and or clients
More about this job
Responsibilities
The Financial Analyst at Bay Street Staffing will analyze financial data and portfolio returns, then report performance and recommend changes. The role also covers variance analysis, forecasts, market research and building reports and tools.
Requirements
Candidates need a university degree in accounting, finance, commerce or economics, plus strong Excel skills and analytical ability. A financial services course such as CSC, IFIC, CFA, CFP or CIM is required, along with strong communication and senior-level presentation experience.
Skills
- Excel formulas and functions
- Financial analysis
- Portfolio analysis
- Variance analysis
- Forecasting
- Financial reporting
- Market research
- Data mining
- Business intelligence
- Report building
- Business acumen
- Capital markets knowledge
- Analytical thinking
- Data gathering
- Written communication
- Oral communication
- Client presentation
- Executive presentation
- Prioritization
- Process improvement
Categories
- Finance & Accounting
- Data & Analytics
- Consulting
Keywords
- Financial Analyst
- Portfolio Management
- Wealth Management
- Investment Analysis
- Portfolio Analysis
- Financial Reporting
- Variance Analysis
- Forecasting
- Market Research
- Business Intelligence
- Data Mining
- Excel
- Capital Markets
- CSC
- IFIC
- CFA
- CFP
- CIM
- Financial Analysis
- Investment Advisory
Seniority
Entry level
Licences and certifications
- CSC
- IFIC
- CFA
- CFP
- CIM
Tools
- Excel
Languages
- English
Fields of study
- Accounting
- Finance
- Commerce
- Economics