Portfolio Analyst

Direct message the job poster from Guardian Capital Advisors

HR Manager | Recruiting Top Talent @ Guardian Capital | Passionate About Volunteerism

JOB STATEMENT :

Guardian Capital Group Limited ("GCG") is a diversified financial services company that serves the needs of clients within the financial services sector. Guardian Capital Advisors LP ("GCA") is a subsidiary of GCG, provides customized investment solutions to high net worth clients. GCA (https : / / www.guardiancapital.com / private-wealth-management) has a dynamic opportunity for a motivated individual who desires working in a progressive, team-based financial services environment.

Working closely with the Client Portfolio Managers (CPM) in a challenging and highly motivated environment, you will be a member of a top-performing team serving a clientele of sophisticated, high-net‑worth investors. The successful candidate will be responsible for various aspects of the research process, client service, compliance, documentation, monitoring, portfolio analytics, implementing investment mandates and assisting in the management of portfolios.

ESSENTIAL FUNCTIONS

• Provide back‑up support for Client Portfolio Managers (CPMs) situated in the Calgary office.
• Assist in trading, cash management and client portfolios.
• Assist in managing select client relationships and / or portfolios.
• Attend client meetings with CPMs.
• Assisting in the preparation of client marketing presentations, proposals, questionnaires and data requests.

Ongoing Client Support (30%)

Research and Analysis (20%)

Interpersonal Development (5%)

QUALIFICATIONS

COMPENSATION

Seniority level

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