26 Sep
|
i2i Capital Management
|
Alton
26 Sep
i2i Capital Management
Alton
Join i2i Capital Management as a Portfolio Management Associate in a hybrid work setting. This full time role offers a tailored pathway to becoming an Associate Portfolio Manager through diverse responsibilities.In this role, you will support portfolio management and research while interacting with clients directly. This position emphasizes hands-on learning in portfolio construction, trading, and compliance. Your growth potential is structured, ensuring you understand multifaceted aspects of firm operations.Key Responsibilities:Conduct thorough research on Canadian and U.S. equitiesAssist with performance tracking and attribution analysisFacilitate quarterly client performance reviews and reportingEngage in client meetings and lead discussions over timeHelp enhance internal processes and compliance systemsRequirements:2–5 years in relevant investment or portfolio management rolesCFA charter or capability for Associate Advising Representative registrationProficient in financial analysis and statement interpretationStrong written communication suitable for client useComfort with financial data platforms and ExcelExperience a comprehensive approach to investment management at i2i Capital Management as you advance your career.
📌 Accelerated Portfolio Management Associate (Alton)
🏢 i2i Capital Management
📍 Alton