Portfolio Analytics Assistant

Richardson GMP Limited
Montréal, Quebec (CA)
Compensation according to experience
Jul 18, 2017
Sep 16, 2017
Industry Sector
Finance - General
Employment Type
Full Time
  • Must be able to apply principles of asset allocation to client portfolios,
  • Researching dividend growing stocks,
  • Understanding and thoroughly researching the 8200 Canadian ETFs, Mutual Funds and alternative strategies funds,
  • Will be responsible for producing reports monitoring client positions to ensure they are in line with model portfolios and proposals,
  • Meeting with wholesalers and going to investment presentations,
  • Producing reports
  • Special / other projects,
  • Reviewing and optimizing investment processes,
  • Trade execution
  • Autonomous and resourcefulness,
  • Demonstrated interest in finance field through work experience and/or education
  • Must be proficient in excel, powerpoint and word
  • Capable of working under pressure
  • Capacity to learn new systems quickly
  • Perfectly bilingual, written and spoken
  • Strong sense of organization and managing priorities
  • Team spirit
  • A knowledge of financial and Tax planning would be an asset