Prospective Portfolio Analysis Advisor

Desjardins • Montreal, QC

5d

About The Position

As a Prospective Portfolio Analysis Advisor, your role is to support wealth management account managers and caisse advisors with specific investment strategies. You’re responsible for conducting comparative portfolio analyses and providing relevant information and observations. You also perform other tasks that draw on your expertise. Your initiatives require extensive, in-depth knowledge of the investment field.

Requirements

• Bachelor’s degree in finance or a related field
• A minimum of two years of relevant experience
• Knowledge of French is required
• Intermediate advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
• Expertise in analysis and research
• Knowledge of the funds industry
• Business insight
• Collaborates
• Innovation
• Interpersonal Savvy

Nice To Haves

• Other combinations of qualifications and relevant experience may be considered

Responsibilities

• Carry out high-quality and compliant comparative portfolio analyses for the caisse network and Signature Service.
• Collect, compile and analyze portfolios.
• Write reports and make recommendations.
• Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field.

Benefits

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level