Job Summary:

• Provide operational and client services support across all investment portfolios
• Support the Senior Portfolio Manager Team in undertaking client and adviser/banker servicing
• Undertake initial reviews of client portfolio positions
• Assist in the preparation of investment proposals and client portfolio materials
• Assist with the organization of any presentations or client events
• Manage general administration, email and phone inquiries
• Use quantitative risk models and optimization programs to manage equity portfolios
• Support ESG implementation efforts, including complex ESG portfolio analysis and strategy construction
• Facilitate ESG data updates, including data management and quantitative data analysis
• Provide ESG analytical support to clients and internal teams

Skills on Resume: 

• Client Servicing Skills (Soft Skills)
• Portfolio Management Knowledge (Hard Skills)
• Presentation Skills (Soft Skills)
• Administrative Skills (Hard Skills)
• Quantitative Analysis (Hard Skills)
• ESG Integration (Hard Skills)
• Data Management Skills (Hard Skills)
• Analytical Skills (Hard Skills)

Job Summary:

• Support the screening, due diligence, recommendation, and monitoring of external managers
• Prepare the reports for senior management and the Investment Committee
• Maintain and improve reporting, risk management and analytical tools
• Build and maintain strong relationships with external partners
• Work with other teams (Investment Finance, etc.) to implement approved investments
• Gather required information for quarterly performance, risk and exposure reporting, and assist in the production of these reports
• Collaborate with the Private Markets team on investment opportunities and cash flow needs as appropriate
• Assist with tactical asset allocation analysis as appropriate  
• Participate in the team’s effort to develop a holistic investment approach that permits timely analysis of opportunities
• Analyze large amounts of data and bring forward interesting investment and/or hedging ideas

Skills on Resume: 

• Financial Analysis (Hard Skills)
• Reporting Skills (Hard Skills)
• Risk Management (Hard Skills)
• Relationship Building (Soft Skills)
• Analytical Tools Proficiency (Hard Skills)
• Collaboration (Soft Skills)
• Data Analysis (Hard Skills)
• Strategic Thinking (Soft Skills)

Job Summary:        

• Contribute to the team’s formulation of macro views and to generate client decks as well as collaborate with marketing teams 
• Develop thought pieces/exhibits to improve distribution capabilities.
• Interact on regular basis with internal distribution, international sales and existing and new clients 
• Understand current client needs as well as identify new areas for product and business development.
• Coordinate all monthly reporting packages for clients by collaborating internally with reporting and middle-office support teams.
• Interact with Portfolio Managers to understand portfolio construction and strategy
• Communicate to current and prospective clients. 
• Represent CWB Wealth Management within the business community through participation in events, organizations, conferences, committees, and boards.
• Excellent analytical, data management, and problem-solving abilities
• Capacity to be agnostic/values neutral on ESG issues with clients who hold a variety of opinions

Skills on Resume: 

• Macroeconomic Analysis (Hard Skills)
• Presentation Skills (Soft Skills)
• Client Relationship Management (Soft Skills)
• Market Research and Business Development (Hard Skills)
• Project Management (Hard Skills)
• Financial Acumen (Hard Skills)
• Communication Skills (Soft Skills)
• Networking and Community Engagement (Soft Skills)

Job Summary:

• Proactively identify, investigate and resolve client inquiries and provide the Investment Counsellors with recommendations for resolution for complex situations
• Attend client meetings including prospect and annual review meetings
• Proactively maintain timely written, verbal and electronic communication with other support groups internally and with external contacts
• Assist in implementing action plans and proactively manage client portfolios to ensure the best performance and service results for every client portfolio
• Assist in monitoring and rebalancing portfolios to ensure that are managed consistently with current Investment Policy Statements and portfolio risk management strategies and policies
• Contribute to meeting team objectives by retaining and growing the team's high-net-worth customers
• Assist in developing a profile for each client which would include the next steps to increase and solidify the relationship
• Input trades where required, address compliance requirements and assist with ensuring all account documentation is completed
• Take appropriate steps to remain current on institutional investment trends, strategies, and best practices
• Prepare presentations for the PMs relevant to Fixed Income.

Skills on Resume: 

• Client Service Excellence (Soft Skills)
• Communication Skills (Soft Skills)
• Portfolio Management (Hard Skills)
• Client Relationship Management (Soft Skills)
• Trade Execution and Compliance (Hard Skills)
• Financial Industry Knowledge (Hard Skills)
• Presentation Skills (Soft Skills)
• Proactive Approach (Soft Skills)

Job Summary:

• Support all Funding Group activities, centrally including supporting and contributing
• Executing hedging activities, communicating with counterparties, liaising with Investment Operations teams
• Ensure smooth and timely settlement, managing cash requirements, and providing list of eligible collateral for margining.
• Work on yield curve construction to support the funding strategy, including rate and derivatives valuation 
• Modeling (e.g., money market bonds and Repo, OIS and swap curve construction and FX implied yield modeling).
• Develop and provide short-term views on funding markets to enhance investment decisions. 
• Contribute to general strategy discussions on financial markets.
• Identify potential improvements to systems and processes, work with Information Technology and Investment Operations teams
• Provide business requirements and assistance to test and deploy these improvements.
• Maintain and enhance spreadsheet-based models and Tableau reports.
• Work with other BCI teams on various internal projects, be the key contact person to help facilitate these projects.

Skills on Resume: 

• Financial Analysis (Hard Skills)
• Communication (Soft Skills)
• Project Management (Soft Skills)
• Financial Market Knowledge (Hard Skills)
• Technical Skills (Hard Skills)
• Problem-Solving (Soft Skills)
• Collaboration (Soft Skills)
• Attention to Detail (Soft Skills)

Job Summary:

• Support client needs on a daily basis, including responding to investment and operational-related inquiries.
• Schedule and attend client meetings/calls with senior PMs to advance investment knowledge, get to know clients
• Perform tactical functions such as taking notes and distributing follow up items to the applicable area. 
• Respond to incoming calls, emails, and inquiries from clients and advisors 
• Portfolio characteristics, economic updates, and the firm's investment thesis 
• Specific strategies and solutions, business description and reasons own 
• Tie everything to client's goals and aspirations 
• Create, research, and provide detailed ad-hoc analyses
• Provide investment support to PMs including the preparation of customized reports and the creation
• Assembly of presentation materials, Investment Committee reports, and client review materials.
• Partner with portfolio managers to recommend initial strategic asset class allocation for new clients and recommendations for trades and allocation changes for existing clients.

Skills on Resume: 

• Client Support (Soft Skills)
• Communication Skills (Soft Skills)
• Organization and Attention to Detail (Hard Skills)
• Client Relationship Management (Soft Skills)
• Investment Knowledge (Hard Skills)
• Analytical Skills (Hard Skills)
• Presentation Skills (Soft Skills)
• Strategic Asset Allocation (Hard Skills)

Job Summary:

• Manage client custom reporting, including investment commentary.
• Attend all internal investment-related meetings to advance investment acumen as well as to take notes and perform applicable follow-up tasks.
• Master risk control for client portfolios. 
• Review reports to make sure that accounts are in line with allocation, IPS's are sent and received, monitor unapproved assets lists, 
• Review purchases and sales, etc. to ensure are following policies and procedures.
• Manage the Book, analyses/activities on the total book of business, segments of the book, and client portfolios. 
• Track new clients and specific actions to take across the Book and for specific clients
• Trade execution, buy and sell securities, complete appropriate documentation, etc to implement asset allocations for client portfolios, 
• Based on the client's investment mandates, cash needs, firm strategy changes and general rebalancing
• Assess tax liabilities and client-directed account restrictions to determine whether macro investment decisions are applicable on the account level, and manage complex situations.
• Monitor client portfolios for deviations from specified strategies or to provide investment recommendations.
• Expected to assume management of clients' accounts over time

Skills on Resume: 

• Custom Reporting Management (Hard Skills)
• Investment Acumen Enhancement (Soft Skills)
• Risk Control Mastery (Hard Skills)
• Compliance Oversight (Hard Skills)
• Portfolio Management Analysis (Hard Skills)
• Client Relationship Management (Soft Skills)
• Trade Execution Proficiency (Hard Skills)
• Tax and Account Management (Hard Skills)

Job Summary:

• Monitor and manage the portfolios, and identify changes/adjustments that need to be made in the portfolios.
• Conduct research for stock selection using The Randolph Company Investment Strategy Guidelines and present stock recommendations to the Investment Committee.
• Analyze prospective and current client portfolios based on risk profiles, account time horizon, taxes, cost, etc.
• Meet with existing and prospective clients. 
• Perform and monitor daily trading activity.
• Perform market analysis and identify trends that can lead to investment or allocation changes to portfolios.
• Remain up to date on ideas, trends, and investment options.
• Resolve client needs that arise (including ad hoc requests).
• Conduct quarterly portfolio analysis for clients.
• Produce regular periodic reports for the Funding desk. 

Skills on Resume: 

• Portfolio Management (Hard Skills)
• Research and Analysis (Hard Skills)
• Client Portfolio Analysis (Hard Skills)
• Client Relationship Management (Soft Skills)
• Trading Execution (Hard Skills)
• Market Analysis (Hard Skills)
• Continuous Learning (Soft Skills)
• Problem Solving and Client Support (Soft Skills)

Job Summary:

• Working with regional project directors to ensure project teams
• Staffed appropriately in order to successfully complete annual portfolio but also positioned to support outlying years.
• Supports Strategy and Ops group on annual portfolio planning and management reporting
• Build and work with cross-functional teams. 
• Ensures that financial projects like balance sheets and shareholder reports are submitted according to company guidelines and helps support organizational performance by delivering a high level of project completion.
• Work collaboratively with management and other stakeholders to provide the collection of projects, programs, and processes
• Managed together and optimized for the financial and strategic goals of the organization
• Scheduling and managing timelines is another important part of a finance project manager’s duties. 
• Work with department managers and team members to implement a project schedule
• Ensure that teams meet milestones throughout the project lifecycle.
• Working with GEF Project Controls team to assist with project control disciplines
• Scheduling, Estimating, Cost Control, Document Control and Risk Assessment and Mitigation
• Participate in annual organizational goal-setting and resource planning within GCPE

Skills on Resume: 

• Project Management (Hard Skills)
• Financial Acumen (Hard Skills)
• Portfolio Planning (Hard Skills)
• Cross-Functional Collaboration (Soft Skills)
• Strategic Thinking (Hard Skills)
• Schedule Management (Hard Skills)
• Project Controls (Hard Skills)
• Strategic Planning and Resource Allocation (Hard Skills)

Job Summary:

• Manage processes to establish effective and accurate project budgets and allocations, spend reports and analysis, forecast, accruals and close out reports
• Oversees the creation of project plans and assists in contract strategies to undertake work and controls expenditures.
• Develops innovative ways to undertake work, promoting automation and efficiencies in day-to-day work streams
• Provides recommendations on policies and goals, implementing new/revised processes and procedures according to established guidelines
• Responsible for managing the overall reporting and control of project budgets including segregation of project costs into manageable categories, including both operational and Capital expense
• Regularly participates in project reviews and provides comments and guidance on performance with regard to individual projects as well as the Project Portfolio with continuing improvement and enhancements to reporting processes
• Responsible for oversight and further development of the risk control system
• Continually monitors individual major project progress to ensure meeting of specific deadlines
• Provides leadership and assists Project Managers and Project Teams on the Risk definition, cost, and the Mitigation Action analysis

Skills on Resume: 

• Budget Management (Hard Skills)
• Financial Control (Hard Skills)
• Process Improvement (Hard Skills)
• Policy Recommendations (Hard Skills)
• Reporting and Analysis (Hard Skills)
• Risk Management (Hard Skills)
• Leadership and Support (Soft Skills)

Job Summary:

• Work with Investment Grade Corporate/Multi-Sector Fixed Income PM teams to manage portfolios including
• Monitor account/position exposures
• Liaison with research analysts to review portfolio exposures
• Interacting with traders to facilitate the execution on targeted ideas
• Review portfolios for consistency and appropriate risk positioning
• Maintaining models and providing investment thesis and recommendation updates
• Work with other members of the Investment Strategy team to identify potential new candidates for strategic partnership
• Contribute to the ongoing implementation and future development of the Active Asset Allocation approach.
• Conduct ad-hoc research projects 

Skills on Resume: 

• Financial Analysis (Hard Skills)
• Fixed Income Expertise (Hard Skills)
• Communication Skills (Soft Skills)
• Risk Management (Hard Skills)
• Quantitative Modeling (Hard Skills)
• Strategic Thinking (Soft Skills)
• Team Collaboration (Soft Skills)
• Research Skills (Hard Skills)

Job Summary:

• Assist with the day-to-day management of the firm’s client portfolios. 
• Requires trading across multiple asset classes including global equity and fixed-income swaps and futures, options, FX, ETFs, and physical securities.
• Collaborate with other Investment Team Members in the management of overlay relationships. 
• Require regular contact with clients/consultants and a thorough understanding of investment objectives. 
• Often involves in-depth analysis to understand relative pricing across various markets.
• Assist with research in support of the firm's investment strategies.
• Participate in the production of research white papers and similar publications related to investment strategies.
• Identify areas to improve efficiency and risk control throughout the implementation process
• Ongoing daily risk mitigation (e.g., maintaining up-to-date procedures, self-reporting errors and following all trade approval checks).
• Stay current on market developments and related literature particularly as it pertains to overlay strategies.

Skills on Resume: 

• Portfolio Management (Hard Skills)
• Trading Proficiency (Hard Skills)
• Collaboration (Soft Skills)
• Client Communication (Soft Skills)
• Analytical Skills (Hard Skills)
• Research Support (Hard Skills)
• Publication and Documentation (Hard Skills)
• Risk Management (Hard Skills)
• Market Awareness (Hard Skills)

Job Summary:

• Build positive relationships with clients and work in close partnership with colleagues to support high-performance team
• Focus on business development, positive customer relationship management and specialized advisory support
• Build and manage a small book of high-net-worth clients- relationships that are managed on a discretionary basis.
• Deliver an exceptional client experience by providing expert guidance in developing investment strategies and helping them achieve overall wealth management goals
• Grow the client base by determining the appropriate portfolio structure for each client's asset mix, diversification and equity / fixed-income styles
• Assist the Portfolio Manager in the preparation of presentations, marketing and other material for client, prospect and partner meetings
• Keep current on emerging trends and grow in-depth knowledge of the business, Bank, products, services and industry
• Keep colleagues, clients and other contacts informed and up-to-date on the status of projects
• Identify and lead customer problem resolution and put solutions in context when presenting complex ideas and advice, seek support

Skills on Resume: 

• Client Relationship Building (Soft Skills)
• Business Development (Hard Skills)
• High-Net-Worth Client Management (Soft Skills)
• Wealth Management Expertise (Hard Skills)
• Portfolio Management (Hard Skills)
• Support for Portfolio Manager (Hard Skills)
• Continuous Learning and Industry Knowledge (Soft Skills)
• Effective Communication and Problem Resolution (Soft Skills)

Job Summary:

• Assisting in the asset management of directly held investments (e.g. leasing, capital expenditures and budgets), 
• Coordinating with property and asset managers on day-to-day operations and new initiatives
• Producing and presenting reports, investment analyses and valuations to be used in investment decision-making
• Assisting in the disposition of non-strategic direct investments
• Assisting in the execution of new investments, including direct and indirect investments
• Working closely with the Executive Directors in the development and implementation of strategic plans for IMCO’s Real Estate portfolio,
• Ongoing development of IMCO’s strategy for Real Estate
• Staying up-to-date on investment market conditions and trends
• Developing strategic relationships with external and internal partners
• Participating in regular investment team meetings
• Other special IMCO Real Estate projects monitoring indirect investments

Skills on Resume: 

• Financial Analysis (Hard Skills)
• Communication and Presentation (Soft Skills)
• Real Estate Management (Hard Skills)
• Investment Execution (Hard Skills)
• Strategic Planning (Soft Skills)
• Market Analysis (Hard Skills)
• Relationship Building (Soft Skills)
• Project Management (Hard Skills)

Job Summary:

• Support Portfolio Managers and Directors to manage clients' portfolios in line with clients' investment wishes,  rules and regulations
• Contact clients, answer questions, set up meetings, build trust, and keep a record of inquiries
• Assist Portfolio Managers with portfolio investment recommendations and, with approval, carry out any changes to underlying securities or funds
• Help with assessing portfolio suitability and performance, and preparing proposals
• Carry out trades in client portfolios in line with instructions and investment recommendations
• Check clients' transaction statements, monitor outstanding deals, and report any errors
• Keep colleagues informed about clients' portfolios, reporting any changes, queries, or problems
• Take part in Fund Manager meetings and internal investment meetings
• Participate fully as a member of the team, and support a positive work environment
• Maintain a culture of risk management and control

Skills on Resume: 

• Financial Knowledge (Hard Skills)
• Communication Skills (Soft Skills)
• Client Relationship Management (Soft Skills)
• Analytical Skills (Hard Skills)
• Attention to Detail (Soft Skills)
• Organizational Skills (Soft Skills)
• Teamwork and Collaboration (Soft Skills)
• Risk Management Awareness (Hard Skills)