Publié il y a 59 mois
Portfolio Manager
@ Bay Street Staffing
St. Catharines, Ontario
En bref
Bay Street Staffing is hiring a Financial Analyst to work directly with the Portfolio Manager and Principal of a wealth management firm. The role analyzes portfolios and returns, prepares performance reporting and recommends allocation changes. The posting states a full-time position with 0-3+ years of experience required.
Responsabilités :
- Analyze financial data, portfolios and returns to provide decision support
- Report on financial performance and prepare for leadership reviews
- Perform variance analysis, identify trends and recommend improvements
- Perform market research, data mining and business intelligence
Résumé des exigences :
- University degree in accounting, finance, commerce or economics
- Strong fluency with Excel formulas and functions
- Financial services program such as CSC, IFIC, CFA, CFP or CIM
- 0-3+ years of business finance or relevant experience
- Experience presenting to senior executives or clients
Outils et compétences
Source et dates
Type de source non vérifié · zoho
- Date publiée par l’employeur
- 2022-01-11
- Première détection par notre source
- 2026-10-15
- Mise à jour du dossier source
- 2026-10-15
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Débutant |
| Domaine | Finance et comptabilité |
| Expérience | 0 an(s) et plus |
| Heures par semaine | 40 (estimé) |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Permis et certifications | CSC, IFIC, CFA, CFP, CIM |
| Formation | Baccalauréat (exigé) |
| Domaines d’études | Accounting, Finance, Commerce, Economics |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Bay Street Staffing
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Bay Street Staffing is Canada's leading boutique recruitment agency.
Description complète de l’entreprise
Bay Street Staffing is a Leader in the boutique staffing sector—offering fast, agile, exceptional customer service. We have partnered with some of Canada’s largest organizations to help them deliver the talent they are looking for. Building solid relationships built on trust and integrity is our signature at Bay Street Staffing. Bay Street offers expert, specialized recruiting practices that result in sought-after matches between candidates and employers. Today’s challenging business climate demands that companies hire the best talent to maintain a competitive edge. Bay Street Staffing’s consultants offer specialized insight into local markets, employment trends, global networks and the impact on the Canadian workforce.
- Abonnés LinkedIn
- 131 054
- Personnes associées sur LinkedIn
- 38
- Bureaux déclarés
- 301 King St. West 2nd Floor, Toronto, ON M5V1J5, CA
- Autres noms enregistrés
- Bay Street Staffing
- Spécialités
- Recruitment
- Human resources
- Talent Acquisition
- Sales
- Capital Markets
- Agile
- Fintech
- Scrum
- Team Management
- Agile Methodologies
- Marketing
- Social Media Marketing
- CIM
- Finance
- Securities
- Investments
- Business Development
- and Employee Engagement
- Le profil indique une agence de recrutement
- Oui
Bay Street Staffing is a Leader in the boutique staffing sector—offering fast, agile, exceptional customer service. We have partnered with some of Canada’s largest organizations to help them deliver the talent they are looking for. Building solid relationships built on trust and integrity is our signature at Bay Street Staffing. Bay Street offers expert, specialized recruiting practices that result in sought-after…
| Champ | Valeur |
|---|---|
| Secteur | Staffing and Recruiting |
| Taille | 11-50 employees |
| Siège social | Toronto, ON |
| Type d’organisation | Privately Held |
| Fondée en | 2010 |
| Spécialités | RecruitmentHuman resourcesTalent AcquisitionSalesCapital MarketsAgileFintechScrumTeam ManagementAgile Methodologies |
| Offres sur Jobsy | 40 |
| Voir la page |
Working directly with the Portfolio Manager and Principal of this dynamic Wealth Management firm, the Financial Analyst, will utilize their knowledge of financial products and markets to proactively report and recommend changes and allocation of portfolios. Building out your knowledge of products and clients while also supporting the Portfolio Manager. The key responsibility is to provide timely and valuable data and reporting to support the firm in surpassing sales, service and activity targets. This firm offers flexibility and nimbleness while providing world class resources and infrastructure.
Responsibilities:
- Analyze financial data, portfolios and returns and provide recommendations for decision support
- Report on financial performance and prepare for regular leadership reviews
- Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
- Evaluate financial performance by comparing and analyzing actual results with plans and forecasts
- Provide analysis of trends and forecasts and recommend actions for optimization
- Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools,
- Perform market research, data mining, business intelligence
- Consistently demonstrate effective management and prioritization of work and reporting
- Supports the activities and follow-up requirements of Portfolio Manager
- Embrace accountability and have an entrepreneurial mindset
Qualifications
· 0-3+ years of business finance or other relevant experience
· Strong fluency with Excel Formulas and functions
· University degree in Accounting, Finance, Commerce, Economics
· Strong analytical and data gathering skills
· Good business acumen
· An interest and curiosity in capital markets
· Successful completion of a financial services industry program course (i.e. CSC, IFIC, CFA, CFP, CIM).
· Strong interpersonal skills, including written and oral communication skills
· Experience working with, and presenting to, senior executives and or clients
Journal
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