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Portfolio Administrator/Analyst

Schwaben Capital Group Limited

This is a Contract position in Montreal, QC posted September 12, 2021.

A boutique investment management and wealth management firm in Toronto is seeking a Portfolio Administrator/Analyst to support the President in managing the day to day tasks required to run the firm.

Daily tasks include but are not limited to: Receiving, and acting in response to all client queries and requests Ensuring recurring items such as quarterly reporting, asset movement, and cash flow needs of clients are fulfilled Coordinating with the custodians to ensure smooth operations of the firm Assisting in the portfolio management process, which includes financial planning, investment research, trading, and rebalancing Assisting in the business development activities of the firm which includes preparing presentations, webinars, and implementing a social media & web presence strategy The Ideal Candidate: 2 years of experience in the financial services sector Undergraduate degree related to business/finance or computer science.

Computer science and/or social media is considered a bonus and highly desired.

Enrolled in the CFA program Excellent understanding of the Microsoft Office suite, especially Word, Excel and PowerPoint.

Experience/understanding of databases is considered a bonus and highly desired.

Experience with managing social media Entrepreneurial spirit, and a proven track record of great performance This position is a salaried position with the opportunity for performance based bonuses, and further monetary incentives for the generation of business.

The salary will be decided based on the skills, qualifications, and experience of the candidate.

This is not a remote role, and the successful candidate will be required to come in to the office, should the local laws continue to allow to do so.