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Asset management analyst Jobs in Calgary, AB

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Asset management analyst • calgary ab

Last updated: 1 day ago
Portfolio Management Analyst, Wealth

Portfolio Management Analyst, Wealth

Blue Chip Recruiting Ltd.Calgary, Canada
Our 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 ...Show moreLast updated: 30+ days ago
Healthcare Business Analyst

Healthcare Business Analyst

ARC Business SolutionsCalgary, AB, CA
Full-time
Quick Apply
Service delivery is focused in four main technology solution verticals : Systems Delivery, Enterprise Information Management, Training and Managed Services. with industry expertise in Energy, Utilit...Show moreLast updated: 30+ days ago
New Graduate Analyst - Power Advisory & Asset Management

New Graduate Analyst - Power Advisory & Asset Management

BBA ConsultantsCalgary, AB, CA
BBA is a national, employee-owned multi-disciplinary engineering and services firm with offices coast-to-coast, in the US and abroad. We have an established Power & Renewables business line which co...Show moreLast updated: 30+ days ago
New Graduate Analyst - Power Advisory & Asset Management

New Graduate Analyst - Power Advisory & Asset Management

BBA inc.Calgary, AB
BBA is a national, employee-owned multi-disciplinary engineering and services firm with offices coast-to-coast, in the US and abroad. We have an established Power & Renewables business line which co...Show moreLast updated: 30+ days ago
Business Analyst - Disruption Management

Business Analyst - Disruption Management

WestJetCalgary, AB
WestJet is looking for a highly skilled and analytical Business Analyst to join our Disruption Management Program.In this crucial role, you'll play a key part in shaping the way we handle irregular...Show moreLast updated: 30+ days ago
  • Promoted
Business Analyst

Business Analyst

Robert HalfCalgary, AB, CA
Quick Apply
We are seeking a detail-oriented and technically proficient individual to join our team as an Intermediate Digital Business Analyst. This role will facilitate the Customer Loyalty product developmen...Show moreLast updated: 30+ days ago
Accounting Analyst - Intermediate

Accounting Analyst - Intermediate

Citadel DrillingCalgary, AB, CA
Quick Apply
Accounting Analyst - Intermediate Citadel Drilling Ltd.Citadel / Opla”) is currently seeking candidates to fill the role of Accounting Analyst – Intermediate Level (“AAI”) bas...Show moreLast updated: 30+ days ago
Senior PeopleSoft Application Analyst

Senior PeopleSoft Application Analyst

CB CanadaCalgary, Alberta, Canada
CA$75.00 hourly
Senior PeopleSoft Application Analyst : .On behalf of our client, Procom is seeking Senior PeopleSoft Application Analyst for a 7-month engagement. Senior PeopleSoft Application Analyst.Our valued cli...Show moreLast updated: 30+ days ago
Senior Business Analyst with ServiceNow experience to work on the implementation of the HAM module.

Senior Business Analyst with ServiceNow experience to work on the implementation of the HAM module.

S.i. SystemsCalgary
CA$93,500.00–CA$119,274.00 yearly
Our Calgary client is looking for a.Senior Business Analyst (8+ years) with ServiceNow experience to work on the implementation of the HAM module. ServiceNow Hardware Asset Management (HAM).Show moreLast updated: 30+ days ago
Asset Manager

Asset Manager

Treasury Board of Canada SecretariatCalgary, Alberta
CA$104,829.00–CA$113,092.00 yearly
SVC-WST-EA-626007 Public Services and Procurement Canada.Calgary (Alberta), Edmonton (Alberta), Winnipeg (Manitoba), Regina (Saskatchewan). Acting, Assignment, Deployment, Indeterminate, Secondment,...Show moreLast updated: 30+ days ago
Fixed Asset Analyst

Fixed Asset Analyst

Dexterra GroupCalgary, Alberta, Canada
Full-time
Reporting directly to the Manager, Capital Assets, The Fixed Asset Analyst is responsible for providing analytical and operational support to the Capital Assets group and various operational depart...Show moreLast updated: 1 day ago
  • Promoted
Vulnerability Management Analyst

Vulnerability Management Analyst

CAECalgary
CA$75,649.00–CA$95,719.00 yearly
Full-time
Vos principaux rôle et responsabilités.Être un collaborateur individuel et excellent joueur d’équipe qui a à cœur d’améliorer et de soutenir l’entreprise. Coordonner et gérer la correction diligente...Show moreLast updated: 30+ days ago
SAP Enterprise Asset Management (EAM), Manager

SAP Enterprise Asset Management (EAM), Manager

PwCCalgary
Full-time
SummaryA career within SAP Consulting services, will provide you with the opportunity to help our clients maximise the value of their SAP investment with offerings that address sales, finance, supp...Show moreLast updated: 5 days ago
  • Promoted
Analyst, Group Benefits

Analyst, Group Benefits

Lloyd SaddAlberta, Canada
Full-time
The Group Benefits Analyst, based in our Edmonton office and reporting to the Technical Director, will assist in providing efficient support and data management for the operations and group benefit...Show moreLast updated: 18 days ago
  • Promoted
Associate Director Credit Risk

Associate Director Credit Risk

AY TalentCalgary, AB, Canada
Full-time
Our client is a real estate asset manager investing in debt, equity, and public securities on behalf of its account, LP, and institutional investors. They are a commercial real estate capital provid...Show moreLast updated: 12 days ago
Asset Manager

Asset Manager

Avmax Careers - CanadaCalgary, AB, CAN
Full-time +1
Quick Apply
We have locations, operations, and deployment worldwide.Avmax") is to simplify our customers' aviation needs through dependable, globally integrated services with trusted results.Established in 197...Show moreLast updated: 30+ days ago
Analyst Enterprise Risk Management

Analyst Enterprise Risk Management

BackstageCalgary, AB, CA
CA$171,300.00–CA$274,200.00 yearly
Nova Scotia; Alberta; Ontario; Québec.Stellarton, Calgary, Mississauga, Montréal.Embark on a rewarding career with Sobeys Inc. Canada’s Top 100 employers, where your talents contribute to our commit...Show moreLast updated: 30+ days ago
General Manager of Asset Management

General Manager of Asset Management

YMCA CalgaryCalgary, AB
CA$83,849.00 yearly
What qualifications are we looking for?.At YMCA Calgary we strive to ensure our employees are a fit based on their strengths, interests, and future goals. The successful candidate will have the foll...Show moreLast updated: 30+ days ago
Portfolio Management Analyst, Wealth

Portfolio Management Analyst, Wealth

Blue Chip Recruiting Ltd.Calgary, Canada
30+ days ago
Job description

Our 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.

  • Monitoring and executing currency hedging strategies.
  • Client portfolio management (ensuring client portfolios are on mandate, and not offside from a compliance standpoint)
  • Coordinating various reports (including Quarterly Performance Reports) and reviews, preparing financial statement request letters, and following up for information.
  • Responds to ad hoc client portfolio queries from custodians, portfolio managers, financial advisors, and / or consultants; and new account set-up and account transfers.
  • May also involve some trade input and monitoring as well as trade and portfolio reporting to the portfolio managers and / or brokers.
  • Manage capital calls for alternative assets, including wire transfers and other banking logistics.

  • Will also manage relationships with third party service providers and work with the various portfolio management teams to ensure that needs are met.
  • Attend all Investment Committee meetings, ongoing review of investment performance, and remain up to date with any important valuation or policy changes.
  • Perform regular administration duties of all investment files and compliance projects as assigned
  • Requirements

  • A degree in finance, economics, or a relevant field.
  • Progress on the CFA or CIM designation is desirable.
  • A minimum of 3 years related experience; fund accounting experience is preferred.
  • Proficient Microsoft Excel.
  • Experience using Croesus Portfolio Management and Dataphile software is an asset.
  • Ability to communicate effectively and professionally, in a team environment
  • 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.