Portfolio Management Assistant

Job summary

Support the Investment Counsellor in managing private client portfolios, preparing financial plans and Investment Policy Statements, rebalancing portfolios, and developing customized investment strategies and proposals. Resolve client inquiries, recommend solutions for complex situations, implement and monitor portfolio action plans, enter trades as directed, and assist with portfolio administration.

Job details

Role Description supporting the Investment Counsellor in the management of private client portfolios assistance with producing financial plans, portfolio rebalancing per the investment policy statement and preparing/updating Investment Policy Statements. pro-actively identify, investigate and resolve client inquiries and provide the Investment Counsellor with recommendations for resolution of complex situations, as well as assist in the construction of customized investment strategies, proposals and implement & monitor action plans for new funds and portfolio allocations. enter trades as directed by the Investment Counsellor, and works closely with the Private Client Associate to assist in the administration of client portfolios. Qualifications Candidates should be a self-directed individual with excellent organization skills, strong writing and communication, able to handle large volumes of information, interpersonal skills and critical thinking. Must Have Minimum of 2 years in a client facing role in a financial institution University Degree Nice to Have Completion of either CIM or CFA PFP or CFP Experience in Trading Tax planning experience Portfolio Management skills

What you’ll do

Support the Investment Counsellor in managing private client portfolios, preparing financial plans and Investment Policy Statements, rebalancing portfolios, and developing customized investment strategies and proposals. Resolve client inquiries, recommend solutions for complex situations, implement and monitor portfolio action plans, enter trades as directed, and assist with portfolio administration.

Requirements

Requires a university degree and at least two years of experience in a client-facing role at a financial institution. Candidates should be self-directed, organized, strong communicators, able to manage large volumes of information, and demonstrate interpersonal and critical-thinking skills; CIM, CFA, PFP, or CFP completion and experience in trading, tax planning, or portfolio management are preferred.

Listed skills

• Financial planning · Preferred
• Organization · Preferred
• written communication · Preferred
• interpersonal skills · Preferred
• Critical Thinking · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Portfolio Management
• Financial Planning
• Portfolio Rebalancing
• Investment Policy Statements
• Client Inquiry Resolution
• Investment Strategy Development
• Investment Proposals
• Action Plan Implementation
• Trade Entry
• Client Portfolio Administration
• Organization
• Written Communication
• Interpersonal Skills
• Critical Thinking
• Trading
• Tax Planning

Job areas

• Finance & Accounting
• Customer Service & Support
• Administrative