About the Role
Support critical investment-related decision making and execution through timely reporting and thoughtful analysis.
Responsibilities
- Prepare and communicate recurring portfolio analysis/reporting, including exposure, risk management, transactions, performance, etc.
- Manage trading support infrastructure – exposure, compliance, available cash, etc.
- Manage trade settlement.
- Assist in preparation of internal and external presentations.
- Contribute to macro, asset class and security specific commentary.
- Assist investment team in discrete tasks related to asset allocation, security diligence, trading and portfolio construction.
Requirements
- 0-4 years of experience in a middle office role supporting portfolio management/trade floor (ie. portfolio analytics, performance attribution, trade settlement, compliance, etc.)
- Bachelor/BBA/BCom or related degree program with Finance concentration.
- Experience with coding languages is an asset.
- Experience with AI/automation is an asset.
- CFA degree or progress towards the designation is an asset.
Skills
- Portfolio operations
- Portfolio analytics
- Performance attribution
- Trade settlement
- Compliance
- Risk management
- Financial markets
- Asset allocation
- Portfolio management
- Trading
- Microsoft Office
- Bloomberg
Location
- Downtown Toronto
Work Type
- Hybrid
Experience Level
- 0-4 years
Education Level
- Bachelor/BBA/BCom or related degree program with Finance concentration.
Salary/Compensations
- $60,000 - $100,000
About the Company
- Trisura Group Ltd is a company operating in the financial sector.
