[Hiring] Portfolio Management Analyst @WTW

Role Description

As an Investment Analyst, Portfolio Management you will work as part of our delegated portfolio management team, combining top-down and bottom-up manager and asset class research and best in class analytics to direct portfolio investment decisions. You will be managing portfolio exposures across both multi-asset portfolios, as well as asset class specific funds (such as equities, alternative credit, real assets and liquid alternatives).

We welcome the opportunity to discuss your working preferences as we offer work location flexibility.

Performance Objectives

• Excellence:
  • Produce quarterly reports for delivery to clients by pre-determined deadlines
  • Support team members in the construction and delivery of presentations to clients
• People:
  • Build relationships internally and collaborate effectively on cross-functional teams
  • Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
• Clients:
  • Work together as part of dedicated client teams providing a variety of services to clients
  • Deliver on projects to meet or exceed client expectations

Qualifications

• Undergraduate degree with 1-3 years of experience
• Progress towards CFA desirable
• Interest in financial markets
• Oral and written communication skills
• Comfortable in a team environment
• Attention to detail
• Working knowledge of Excel
• Ability to work independently and manage time and projects individually
• Ability to deliver high-quality work while meeting deadlines

Requirements

• Visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

Compensation

• The base salary compensation range being offered for this role is $60,000 to $80,000 CAD per year.
• This role is also eligible for an annual short-term incentive bonus.

Additional Information

• Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel.
• This job posting is an advertisement for an existing vacancy.
• Equal Opportunity Employer