Elevate your career with IGM Financial as a Portfolio Analyst in a hybrid role. Utilize your expertise in securities analysis to support Advisors and HNW clients in portfolio management.
As a Portfolio Analyst, you will join IGM Financial's dedicated team, focusing on comprehensive portfolio analysis of high-value client accounts over $500,000. This position requires robust analytical skills using tools like Eikon and Morningstar to provide actionable insights and recommendations. Collaborate with Advisors to optimize client portfolios and conduct in-depth evaluations of investment products.
Key Responsibilities:
• Provide portfolio analysis using Eikon and Morningstar
• Conduct client discovery meetings with Advisors and clients
• Prepare detailed presentations ensuring suitability criteria




• Participate in client meetings for strategic discussions
• Deliver training as required for the sales team
Requirements:
• Seven years in securities with client portfolio analysis experience
• Valid Securities License or ability to obtain quickly
• University Degree in finance or related field
• Proficiency in Excel, PowerPoint, and investment software
• Excellent communication skills in French and English
Bring your analytical expertise and client-focused approach to elevate IGM Financial's portfolio offerings.
J-18808-Ljbffr

📌 Portfolio Analyst At Igm Financial Toronto (Canada)
🏢 IGM Financial
📍 Canada