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Asset management analyst • calgary ab
Portfolio Management Analyst, Wealth
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YMCA CalgaryCalgary, ABPortfolio Management Analyst, Wealth
Blue Chip Recruiting Ltd.Calgary, CanadaOur client, a registered Independent Fund Manager, is looking for a well-organized Portfolio Management Analyst to oversee and support many elements of the Firm’s pooled funds and investment operations. We want to help them find YOU : an ambitious BCom / Finance graduate who wants to continue developing a career working closely with independent Investment PMs. Learn from Success! Candidates will need very strong attention to detail and problem-solving ability, this is less client facing and more into the grit of the data. An interest in taking the CFA as a further career path is encouraged by the Firm, but not a requirement for success in this role. Ideally, you’ll already have a minimum 3 years in the Investment Management sector under your belt. The role is located in the FAR SOUTH end of Calgary. Let’s talk!
THE DETAILS…
- Responsible for maintaining and reconciling client portfolio data and pooled funds, as well as analyzing performance discrepancies.
Verify NAV reporting for pooled funds.
Manage capital calls for alternative assets, including wire transfers and other banking logistics.
Requirements
The Firm is a boutique full-service financial planning firm serving individuals and families across Canada and the United States. It’s a different kind of investment firm, one that stems from humble roots, entrepreneurial spirit, and a culture of integrity and professionalism. The goal is to offer the best investment products, services, advice, and ideas the financial industry has to offer from an experienced team holding Chartered Financial Analysts (CFA), Chartered Investment Managers (CIM), and Certified Financial Planners (CFP) designations.