Senior Portfolio Analyst, Global Portfolio Insights and Analytics - Toronto
Toronto, ON, CA, M5H 1H1
CAD 81K-115K (estimate) Senior-level Full Time
Tasks
- Apply data quality controls and reconciliation
- Coordinate proposal workflow
- Create and maintain reports and tools
- Maintain approved securities list
- Maintain proposal templates
- Perform quality review on proposals
- Prepare proposal collateral
- Source and validate investment data
- Update investment data from internal and external sources
- Update performance and risk metric reports
- Use analytics platforms for reporting
Perks/Benefits
- N/A
Skills/Tech-stack
Bloomberg | Data Management | Data Quality | Data Reconciliation | Data Validation | FactSet | Financial markets | Investment analytics | Microsoft Office | Morningstar Direct | Performance reporting | Portfolio Management | Power BI | Risk Metrics
Education
Bachelor of Arts | Bachelor of Business Administration | Bachelor of Commerce | Bachelor of Engineering | Bachelor of Science
Roles
Analyst | Financial Analyst | Investment Analyst | Portfolio Analyst
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