Portfolio Analyst

Position: Portfolio Analyst at IGM Financial
Elevate your career with IGM Financial as a Portfolio Analyst in a hybrid role. Utilize your expertise in securities analysis to support Advisors and HNW clients in portfolio management.

As a Portfolio Analyst, you will join IGM Financial's dedicated team, focusing on comprehensive portfolio analysis of high-value client accounts over $500,000. This position requires strong analytical skills using tools like Eikon and Morningstar to provide actionable insights and recommendations. Collaborate with Advisors to optimize client portfolios and conduct in-depth evaluations of investment products.

Key Responsibilities:

• Provide portfolio analysis using Eikon and Morningstar

• Conduct client discovery meetings with Advisors and clients

• Prepare detailed presentations ensuring suitability criteria

• Participate in client meetings for strategic discussions

• Deliver training as required for the sales team

Requirements:

• Seven years in securities with client portfolio analysis experience

• Valid Securities License or ability to obtain quickly

• University Degree in finance or related field

• Proficiency in Excel, PowerPoint, and investment software

• Excellent communication skills in French and English

Bring your analytical expertise and client-focused approach to elevate IGM Financial's portfolio offerings.
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