Portfolio Analyst
Do you have a passion for the financial investment industry and enjoy working with financial data! Our client is a strong reputation in the investment industry and offer a stellar benefit package, opportunity for growth, paid lunch and parking, flexible hybrid schedule and opportunity to learn the investments.
You will be responsible for updating monthly and quarterly client portfolio information and responding to client RFP requests.
You will also assist with quarterly reports and proposals updating client data. You need to have strong attention to detail.
You will also assist with updating client marketing materials as it relates to investment portfolio details, graphs, and tables.
Updating and creating materials needed. You will also assist with trade, operations, and special projects.
Strong knowledge of Microsoft Excel and Bachelor's degree in Finance or Marketing required.
Systematic Portfolio Analyst
At least 3-5 years of working experience in building and managing portfolios, portfolio optimization/construction tools/processes etc. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. The candidate will w...
Portfolio Manager/Analyst
The investment team currently consists of three time-tested portfolio managers/analysts, of which, two have worked together at CN since 2005. Both strategies feature high-quality biased, high conviction portfolios that utilize the same bottom-up driven research process. They are differentiated by th...
Portfolio Manager/Analyst
The investment team currently consists of three time-tested portfolio managers/analysts, of which, two have worked together at CN since 2005. Both strategies feature high-quality biased, high conviction portfolios that utilize the same bottom-up driven research process. They are differentiated by th...
Systematic Portfolio Analyst
At least - years of working experience in building and managing portfolios, portfolio optimization/construction tools/processes etc. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. The candidate will wor...
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