Analyst

  • 33212
  • Life - Other
  • |
  • Quebec, Canada
  • |
  • Jan 10, 2018
  • |
  • French
Asset Management Firm
RESPONSIBILITIES
  • Promptly respond to client information needs regarding management of their portfolios.
  • Draft commentaries on the economy and the portfolios managed for our clients;
  • Prepare sales presentations to support our partners;
  • Perform a market watch and track the competition’s product offerings;
  • Develop tools (dashboards);
  • Track portfolio performance and prepare explanatory reports;
  • Be involved in the account opening process, including coordinating the implementation of new portfolios with the relevant departments (portfolio administration, compliance, portfolio management and performance);
  • Participate in the coordination of cash management activities (inflows and outflows);
  • Contribute to a variety of operational and client-service projects;
  • Perform all other tasks delegated by other members of the team.
QUALIFICATIONS
  • University degree in business administration or a related field (finance, accounting, economics, actuarial science, etc.);
  • Certified Financial Analyst (CFA) designation, or currently in the process of qualifying, an asset;
  • Master’s degree in finance or a related field, an asset.
  • 2 year of related experience in an investment firm, a consultation firm or with an investment advisor;
  • Excellent communications skills, both written and spoken;
  • Fluently bilingual (French and English);
  • Good knowledge of Microsoft Office Suite, especially Excel and including VBA programming;
  • Experience with Bloomberg;
  • Capacity to take initiative, to be thorough and rigorous, to work autonomously as well as in a team setting;
  • Capacity to manage priorities in a fast-paced environment presenting tight deadlines.