Elevate client strategies as a Senior Portfolio Analyst in Toronto, Ontario with Scotia Jarislowsky Fraser. Utilize your data analysis and portfolio management expertise to enhance senior leader initiatives.
This role focuses on providing key project support and conducting comprehensive portfolio assessments. Collaborate with the CRIA team to prepare tailored reports using Power BI and support KYP for suitability evaluations. Your attention to detail and robust investment management knowledge will help manage client data accurately and optimize operational processes.
Key Responsibilities:
• Conduct thorough portfolio assessments using relevant data
• Prepare customized internal reports with Power BI
• Support KYP for suitability assessments
• Manage accurate client data and resolve issues
• Enhance operational processes through best practices
Requirements:
• Advanced proficiency in Excel and Power BI
• Experience with Python for data analysis
• Strong i...