Analyst, Portfolio, Diversified
Analyst, Portfolio, Diversified
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
To participate in the development of the Melville Douglas Diversified Portfolio Solutions offering in both the domestic and offshore markets act as the Portfolio Analyst for select funds conduct ongoing research and provide input and guidance to the Wealth Advisory business on asset allocation policy and implementation and monitor and report on issues of noncompliance to mitigate risk in-line with applicable legislation and standards and industry best practice..
Qualifications :
Type of Qualification: Degree
Field of Study: Economics Finance or Accounting
Started or looking to complete CFA
FAIS/FSB role - to complete appropriate regulatory exams
Experience Required
Investment Management
Minimum 3 years relevant investment industry experience in a fund/portfolio management..
Additional Information :
Behavioural Competencies:
- Challenging Ideas
- Convincing People
- Developing Strategies
- Documenting Facts
- Examining Information
- Interpreting Data
- Managing Tasks
- Providing Insights
- Pursuing Goals
- Taking Action
- Team Working
- Understanding People
Technical Competencies:
- Client Business Case
- Deal Appraisal
- Exception Handling
- International Market Knowledge
- Product Development
- Quantitative Analysis
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
