Explore a specialized role at Ginsler Wealth in Toronto as a Portfolio Management Specialist. This in-office position focuses on in-depth investment research and strategic portfolio development.
The role involves reporting directly to the Chief Investment Officer, providing you with substantial autonomy in managing research and due diligence for high-net-worth client portfolios. A solid command of AI tools is critical to streamline research processes and enhance decision-making.
Key Responsibilities: • Execute and refine the portfolio research framework • Conduct comprehensive evaluations of investment managers • Present investment recommendations and strategies • Maintain detailed decision records and compliance • Engage with industry professionals for insights
Requirements: • A valid CFA charter and registration eligibility in Ontario • Minimum five years of relevant portfolio management experience • Expertise in multi-asset portfolios and risk analysis • Solid understanding of Canadian investment regulations • Proficient in advanced AI tools and Excel
Leverage your investment skills and join Ginsler Wealth to impact high-net-worth client portfolios directly. #J-18808-Ljbffr