Investment Associate in Wealth Management

Ascendant Wealth Partners is hiring an Investment Associate for our Toronto office, where you will assist in investment analysis and portfolio management. This role is perfect for someone passionate about finance, with a keen eye for detail.

As an Investment Associate, you will collaborate with our dedicated team to deliver customized wealth management services to affluent families and institutions.

Your role will include providing operational support, managing trade execution, and producing client reports. Strong analytical skills and a commitment to outstanding client service are essential.

Key Responsibilities:

• Support trade execution and portfolio management initiatives

• Prepare custom client reports accurately

• Conduct proactive investment research and due diligence

• Facilitate timely client service and problem resolution

• Identify improvements for enhanced operations

Requirements:

• Bachelor’s degree in Economics or Business preferred

• Strong interest in portfolio management and financial markets

• High-level analytical skills and attention to detail

• Solid communication skills, both verbal and written

• Proficiency in Microsoft Office software

Leverage your investment passion and expertise at Ascendant Wealth Partners, contributing to our clients' financial success.
#J-18808-Ljbffr