Associate Portfolio Manager (Contract) recruitment
Main responsibilities
Daily maintenance of portfolios by implementing changes based on trade recommendations, template changes, and tactical asset allocation changes
Monitoring discretionary accounts to ensure that there are no violations and/or deviation from the target benchmark
Monitoring the performance of client investment portfolios to ensure a fit with client’s objectives.
Planning implementation of new accounts to ensure client portfolios are optimized
Management of new portfolio funding, restructuring and costing. Investment restriction checking at stock and client level
Coordination of corporate action decisions, reporting and communicating investment issues to client facing colleagues
Monitoring of market changes and impact on trade generation - report to PMs.
Constantly reviewing UBS research to ensure client portfolios are optimized
Attendance at client meetings as required
Qualifications and Experience:
Must possess a minimum of 1-3 years as an assistant portfolio manager within a Canadian financial institution/investment counsellor (related PM systems experience would be a definite asset)
Proven ability to work effectively under minimal supervision
Canadian Securities Course
CFA level 2 preferable
University degree in Finance or Economics