PORTFOLIO MANAGER REQUIRED
Pro-Financial Asset Management is one of Canada's fastest growing asset management firms offering unique products and services through its four divisions; Pro-Index Funds, Pro-Hedge Funds, Pro-Performance Funds and Pro-Financial Private Client Group. Due to our expanding growth, we are looking for an energetic, knowledgeable and customer focused individual to join our team.
Investment Management:
· Develop trading and investment strategies for discretionary investment accounts
· Assist with the management of existing book of business
· Monitor trading by other members of the team
· Candidates with existing or potential discretionary investment accounts preferred.
Equity Trading:
- Maintain Index Mutual Funds with existing and new holdings
- Monitor mutual fund cash levels
- Develop trade lists and execute trades as required
- Develop & Manage trading for various hedge funds as required
- Verify trade confirmations
Research (as required):
- Prepare Reports on Mutual and Hedge Fund performance monthly
- Compile monthly marketing and performance reports for hedge funds and Notes
- Compile Mutual Fund Portfolio holdings and performance data for distribution
- Liaise with sales, product partners & service providers
- Recommend action to take on Corporate Actions
- Perform due diligence on third party financials
- Provide research on products or financial markets for the sales team
- Calculate or verify NAVs
Education and/or Experience:
§ University degree in commerce, finance
§ Canadian Securities Course (CSC), CIM or CFP
§ CFA designation or substantial completion a strong asset
§ Minimum 3 years of experience in the financial services or investment industry.
§ Able to analyze financials, calculate financial ratios and statistics (including SD), work quickly and accurately.
§ Excellent organizational and communication skills
§ Ability to work effectively and independently while managing several tasks
§ Computer knowledge including Word, Powerpoint and Excel
Qualified applicants should email resumes along with a cover letter to pro-financial@pro-financial.ca
We thank all applicants in advance, however, only those individuals selected for an interview will be contacted.
