Elevate your finance career as a Portfolio Manager with a leading Robo-Advisory in Toronto. This position focuses on client portfolio management, utilizing advanced algorithmic tools and financial modeling.
In this mid-senior level role, you will manage client accounts, ensuring optimal asset allocation and strategic alignment with risk profiles. Your expertise in financial markets and investment strategies will drive robust decision-making in a agile environment. Collaborating with top professionals globally, you’ll be pivotal in enhancing systematic investment approaches while enjoying a hybrid work model.
Key Responsibilities:



- Manage daily trading and asset allocations for client portfolios - Conduct suitability analyses to verify client risk profiles - Serve as the primary contact for investment inquiries - Support efficiency projects like portfolio management system migration - Prepare performance reports and update ETF performance data
Requirements: - Registered as Advising Representative (AR) or Associate AR - CFA preferred;
CIM + MBA will be considered - Bachelor’s degree in Finance, Economics, or related field - Minimum 2+ years experience in portfolio management - Robust knowledge of financial markets and investment strategies
Leverage your expertise in financial modeling, communication, and analysis at an cutting-edge firm transforming portfolio management.#J-18808-Ljbffr

📌 Robo Advisory Portfolio Manager In Toronto Winnipeg
🏢 Morgan Mckinley
📍 Winnipeg