Our client, a private wealth company, is looking for a Portfolio Manager to join their St Catharines team! This Portfolio Manager job will allow you to partner with a successful Advisor to assist with modelling, analytics, business development and client retention and have the potential to take over a book of business. You will be required to utilize your experience to work on modelling stock portfolios, asset allocation, and analysis to generate performance and market reports.
This is a fantastic opportunity for individuals who are looking for long-term development and potential to take over a book of business!
- University Degree
- CFA (preferred)
- CSC designation
- Strong modelling experience
- Exceptional market knowledge
- Proven portfolio management experience
- Comfortable working in a fast-paced environment