**Portfolio Analyst** recruitment

Essential Responsibilities:

• The incumbent will provide support to the Senior Portfolio Officers with responsibility for the management of assigned client relationships.

• These may include personal trusts, agency, estates, charitable, pension, and institutional accounts, which are most sensitive and will be characterized by a large recoverable (or terminable) component.

• Serve as point of contact for client relationships.

• Responsible for cash transaction management.

• Schedule/prepare materials for client meetings and entertainment.

• Provide weekly investment updates to clients.

• The incumbent will assist the Senior Portfolio Officer in articulating investment objectives and will review accounts to ensure they are meeting those objectives.

• Partner with Portfolio Management team to provide performance analysis to clients.

• Help to ensure the account is administered in accordance with the governing instrument and accepted fiduciary principals.

• Ad hoc projects as they arise.

Qualifications: