Ginsler Wealth Portfolio Management Specialist (Toronto)

Ginsler Wealth Portfolio Management Specialist (Toronto)

31 Aug
|
Ginsler Wealth
|
Toronto

31 Aug

Ginsler Wealth

Toronto

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 robust command of AI tools is critical to streamline research processes and enhance decision-making.Key Responsibilities:Execute and refine the portfolio research frameworkConduct comprehensive evaluations of investment managersPresent investment recommendations and strategiesMaintain detailed decision records and complianceEngage with industry professionals for insightsRequirements:A valid CFA charter and registration eligibility in OntarioMinimum five years of relevant portfolio management experienceExpertise in multi-asset portfolios and risk analysisSolid understanding of Canadian investment regulationsProficient in advanced AI tools and ExcelLeverage your investment skills and join Ginsler Wealth to impact high-net-worth client portfolios directly.

📌 Ginsler Wealth Portfolio Management Specialist (Toronto)
🏢 Ginsler Wealth
📍 Toronto

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