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Conduct preliminary portfolio assessment, research, and pull information and data from various available sources to assist Portfolio Managers (Zephyr / Bloomberg /Morningstar and/or Thompson One)
Prepare, create and customize various internal reports (Power BI / MS Forms / MS List)
Extrapolate research reports from various sources to assist in KYP for “Suitability Assessment” by the registrants.
Provide input to the portfolio analysis and recommendation process (process enhancement)
Prepare client packages, charts, tables to request and document information (Power Point decks incorporating analysis)
Actively support the implementation of client wealth strategies through detailed and accurate management of portfolio administration tasks and activities
Resolve issues expeditiously and accurately and/or escalate problem situations when appropriate
Review processes and provide recommendations to add value and enhance efficiencies through implementation of best practices and ongoing process reengineering
Administrative items that support portfolio management activities
Accurate management of client information and data through use and knowledge of applicable systems
Senior Portfolio Analyst, Centralized Investment Advisory - Toronto
Toronto, ONPosted 1 weeks ago