Portfolio manager / relationship manager
Company Description
Bloomridge is an investment management firm based in Montreal, QC. We provide a wide range of financial services to individuals, families, foundations, and corporations.
Our services include investment management, wealth management, and consolidated reporting of client assets.
Role Description
This is a full-time role for a Portfolio Manager / Relationship Manager at Bloomridge. The Portfolio Manager / Relationship Manager will be responsible for managing client portfolios, providing investment advice, and building and maintaining client relationships.
This is a hybrid role, with the majority of work performed in our Montreal office and some flexibility for remote work.
Qualifications
- Analytical Skills, Finance, and Portfolio Management
- Experience in Investments and Trading
- Strong understanding of financial markets and investment strategies
- Excellent communication and interpersonal skills
- Ability to build and maintain client relationships
- Attention to detail and strong organizational skills
- Relevant professional certifications (e.g., CFA) are a plus
- Bachelor's or Master's degree in Finance, Economics, or related field
We are looking for independent thinkers with an entrepreneurial mindset.
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