Investment Policy Analyst
Core
Support Investment Counsellors and Portfolio Managers by preparing trade instructions, resolving investment policy inquiries, and coordinating complex trade analysis for high-net-worth clients.
Role type
Investment Policy Analyst
Builds
Accurate asset allocation instructions, portfolio rebalancing activities, and trade correction processes for Private Client managed portfolios.
Domain
Wealth Management / Private Client Investment Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Analytical skills, attention to detail, problem-solving, organizational skills, Microsoft Excel proficiency, knowledge of mutual funds and investment products (stocks, bonds, ETFs, GICs, derivatives), understanding of portfolio construction and asset allocation
Preferred skills
Progress toward CFA, CIM, or CSC designations
Responsibilities
Prepare asset allocation instructions and portfolio rebalancing activities; Support implementation and maintenance of Pool and Segregated portfolio models; Investigate and resolve trade-related inquiries; Perform portfolio market value analysis for LOI/Adjustment requests; Review daily integrity reports and contribute to quality control initiatives; Participate in special projects, process improvement, and UAT activities
Seniority
Junior to Mid-level, individual contributor