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David Aplin Group, one of Canada's Best Managed Companies, has partnered with one of Saskatoon's most successful and dynamic investment management firms to recruit a Portfolio Manager, in Saskatoon, Sask. to be an integral part of their team. They are focused on successful, long-term client relationships with a value-oriented approach. The ideal candidate will have completed their CFA, and be dedicated, driven, hard-working and possess an entrepreneurial spirit.
The Role: SEE OUR WEBSITE FOR FULL ROLE EXPECTATIONS
Assist Senior Portfolio Manager (SPM) with processing and confirming client transactions as well as developing short-term and long-term investment strategies to achieve specific investment goals
Assist the SPM in developing research and analysis that contributes to market strategies, asset allocation policies and tactics
Oversee client portfolios in terms of risk/ return parameters and the inclusion of recommendations from the research team
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The Ideal Candidate: SEE OUR WEBSITE FOR FULL LIST OF REQUIREMENTS
Completion of Bachelor Degree and CFA
4 - 5 years' experience of brokerage or investment experience
Detail-oriented and organized
Client-focused, ensure investment and service expectations are met
Demonstrated ability to meet deadlines and work under pressure with a strong ability to multi-task
Strong interpersonal skills, with the ability to work effectively and communicate with employees and clients at all levels
Excellent verbal and written communication skills
Strong initiative and ability to work effectively without supervision
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