Portfolio Analyst

JOB STATEMENT :

Guardian Capital Group Limited (“GCG”) is a diversified financial services company which serves the needs of clients ranging from private clients to institutions. Guardian Partners Inc. is a multi-family office, often referred to as an Outsourced Chief Investment Officer which offers independent, unbiased investment expertise and total portfolio management solutions. Our focus at GP is to work with ultra high net worth families, and endowments and foundations, to achieve their wealth goals. To a lesser extent, our clients also include pension plans, ideally related to our client base. Our clients are coast to coast and reside primarily in Canada. As a trusted advisor for families we work closely with our clients’ taxation, estate planning, and insurance advisors delivering a holistic solution and seamless client experience. The goals of our endowment and foundation clients reach beyond investment returns and include social impact and societal good.

GPI (https://www.guardiancapital.com/gpi) presents a dynamic opportunity for a motivated individual who desires working in a progressive, team-based financial services environment.

ESSENTIAL FUNCTIONS:

• Providing support to the Investment Counsellor team to assist in the management of client relationships;
• Assisting in the preparation of customized portfolio strategy recommendations for clients, including Investment Policy Statement design, portfolio/strategy structure and the selection of investment managers;
• Conducting qualitative and quantitative analysis of each client's portfolio;
• Assisting the Investment Counsellor in the preparation for client meetings/presentations;
• Preparing implementation plans for each client and effectively liaise with the administrative team to ensure that strategies are implemented with timeliness and accuracy; and
• Assisting in special projects relating to investment manager research, business development and client relationship management.

JOB SPECIFICATIONS:

• Bachelor’s degree in finance, economics, business, or a related field; CFA and/or CIM designation or progress toward it is an asset
• 2-5 years’ experience in the financial industry
• Strong analytical skills and ability to provide investment recommendations based on qualitative and quantitative information Excellent written and verbal communication skills
• Strong time management and interpersonal skills
• Ability to work independently and collaboratively in a fast-paced environment

COMPENSATION :

• The base salary range is expected to be between $65,000 - $80,000, with eligibility for a discretionary bonus.

Please Note :

All applications submitted are reviewed in detail by our HR team. In certain aspects of the hiring process artificial intelligence (AI) tools may be used, specifically for screening and assessments. These tools support our team and are used to help bring relevant criteria to the foreground and do not replace human judgment. We are committed to using AI responsibly, fairly, and in compliance with applicable employment and anti-discrimination laws. We regularly review these tools to help prevent bias or discrimination.