Full-Time Portfolio Manager in Calgary
P
Palisade Capital Management Ltd.
📍 calgary, ab, Canada
Job Description
Elevate your career as a Portfolio Manager in Calgary, AB. This full-time, on-site role focuses on managing client investment portfolios tailored to individual objectives and risk profiles.
In this role, you will engage with clients to understand their financial goals and construct diversified portfolios. You'll assist in creating professional marketing materials, conduct thorough market research, and execute trades while managing portfolio risks. Collaboration with the wealth management team is essential for effective financial planning and ongoing portfolio monitoring.
Key Responsibilities:
• Engage clients to understand financial goals and risk tolerance
• Create and communicate high-quality marketing materials
• Conduct market research and execute trades accurately
• Monitor and optimize model portfolios across asset classes
• Prepare and present detailed portfolio reviews to clients
Requirements:
• 1 to 5 years in portfolio or investment management
• ...
In this role, you will engage with clients to understand their financial goals and construct diversified portfolios. You'll assist in creating professional marketing materials, conduct thorough market research, and execute trades while managing portfolio risks. Collaboration with the wealth management team is essential for effective financial planning and ongoing portfolio monitoring.
Key Responsibilities:
• Engage clients to understand financial goals and risk tolerance
• Create and communicate high-quality marketing materials
• Conduct market research and execute trades accurately
• Monitor and optimize model portfolios across asset classes
• Prepare and present detailed portfolio reviews to clients
Requirements:
• 1 to 5 years in portfolio or investment management
• ...