Portfolio Management Analyst

WTW

Toronto, Canada

On-siteCareer-pivot friendly

Who this role is best for

A natural match if you have experience in portfolio management or investment research.

Best fit for

Candidates with 1-3 years of experience in investment consulting or portfolio management
— “Undergraduate degree with 1-3 years of experience”
Professionals with a demonstrated ability to produce high-quality client reports and presentations
— “Produce quarterly reports for delivery to clients by pre-determined deadlines”

Things to consider

No visa sponsorship is available for this role, which may limit eligibility for non-Canadian candidates
— “Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.”
The role requires managing time and projects independently, which may demand strong self-direction and organizational skills
— “Ability to work independently and manage time and projects individually”

How to stand out

Emphasize your experience with asset allocation and portfolio management in your resume and interview responses
— “managing portfolio exposures across both multi-asset portfolios, as well as asset class specific funds”
Demonstrate your communication skills by showcasing examples of client or team collaboration in your application materials
— “Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels”
Showcase your proficiency with Excel and analytical tools relevant to investment research
— “Working knowledge of Excel”

Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

Produced quarterly reports for clients
Supported team members in presentations

Typical background

Undergraduate degree with 1-3 years of experience in finance

Skills & requirements

Required

Investment ConsultingPortfolio ManagementAsset AllocationInvestment Performance Evaluation

Preferred

CFAFinancial Modeling

Stack & domain

ExcelCommunicationCFAFinance

About the role

Original posting from WTW

WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has over 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at wtwco.com.
As a leading investment consulting firm, we help organizations manage investment complexity, establish risk tolerance and improve governance. We are a global investment consulting practice providing advice to institutional investors (primarily defined benefits and defined contribution plans) in the areas of asset allocation, investment policy, investment manager evaluation and research, investment performance evaluation and miscellaneous investment research.
The Role
As an Investment Analyst, Portfolio Management you will work as part of our delegated portfolio management team, combining top-down and bottom-up manager and asset class research and best in class analytics to direct portfolio investment decisions. You will be managing portfolio exposures across both multi-asset portfolios, as well as asset class specific funds (such as equities, alternative credit, real assets and liquid alternatives).
We welcome the opportunity to discuss your working preferences as we offer work location flexibility.
Performance Objectives:
Excellence
Produce quarterly reports for delivery to clients by pre-determined deadlinesSupport team members in the construction and delivery of presentations to clients
People
Build relationships internally and collaborate effectively on cross-functional teamsDemonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
Clients
Work together as part of dedicated client teams providing a variety of services to clients Deliver on projects to meet or exceed client expectations
Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
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The Requirements
Undergraduate degree with 1-3 years of experienceProgress towards CFA desirableInterest in financial marketsOral and written communication skillsComfortable in a team environmentAttention to detailWorking knowledge of ExcelAbility to work independently and manage time and projects individuallyAbility to deliver high-quality work while meeting deadlines
Compensation
The base salary compensation range being offered for this role is $60,000 to $80,000 CAD per year.
This role is also eligible for an annual short-term incentive bonus.
Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel.
This job posting is an advertisement for an existing vacancy.
Equal Opportunity Employer

Source: WTW careers