Investment Analyst Position Focused on Portfolio Analysisand Research

Join a talented team as an Investment Analyst focused

on analyzing and managing diverse investment portfolios. Use your

finance skills to evaluate stocks and produce comprehensive

financial insights.

In this integral position,

you will support clients through detailed analysis and

recommendation preparation. Your work will involve tracking a

variety of securities, creating and updating model portfolios, and

assisting in performance tracking. Contributing to bi-monthly

investment committee meetings will further enrich your experience

and professional growth.

Key Responsibilities :

• Analyze individual stocks, ETFs, and portfolios • Create and

regularly update model portfolios • Monitor portfolio performance

closely • Generate insightful financial reports • Help prepare

client investment

recommendations

Requirements : • Bachelor’s

degree in Finance or relevant field • Three years' experience in

the securities industry • Successful completion of Canadian

Securities Course • CFA and / or CIM designation required • Knowledge

of Croesus 8+ asset management

Leverage your

analytical mindset and passion for finance to enhance client

success and foster your professional development in a collaborative

setting. #J-18808-Ljbffr