Portfolio Assistant - Waterloo

This position provides administrative and operational support to the delivery of financial and investment planning and advice. The Portfolio Assistant works collaboratively within the assigned team/branch and with business partners. · Assists in preparing new business proposals o ...

Provides administrative support to deliver financial planning services to customers. · ...

Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. · Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.An ...

This is a 12-month contract that provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. · Identifies gaps, issues and best practices through monitoring of sales and service per ...

Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. · ...

Waystone is seeking an Associate to join the Directorships team. · ...

+Associates leads specialist services asset management industry Partnering institutional investors investment funds asset managers Waystone builds supports protects investment structures strategies worldwide With over 20 years' experience comprehensive range specialist services n ...

Waystone leads the way in specialist services for the asset management industry. Partnering institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide. · Take full responsibility for service, ...

Waystone leads the way in specialist services for the asset management industry. · Partnering institutional investors investment funds and asset managers Waystone builds supports and protects investment structures strategies worldwide. · With over 20 years' experience comprehensi ...

+Please note that this is a 7-month fixed term contract. · Waystone leads the way in specialist services for the asset management industry. · The ideal candidate will have a minimum of 2 years of relevant financial services experience in either fund governance/directorships, corp ...

The Investment Analyst – Private Debt will play a key role in adding value to the asset management process through comprehensive issuer industry and market analysis. · Track industry developments including reviewing sell-side research credit ratings offering memorandums company r ...

Waystone seeks an Associate to join the Directorships team. · ...

Waystone is seeking an Associate to join the Directorships team The ideal candidate will have a minimum of 2 years of relevant financial services experience in either fund governance/directorships... · ...

The Investment Analyst – Private Debt will play a key role in adding value to the asset management process through comprehensive issuer, industry, and market analysis. · The analyst will support the oversight and management of private debt portfolios by conducting detailed financ ...

The primary responsibilities include portfolio oversight and stress testing using various tools such as RiskFrontier and Portfolio Studio. The role also involves research and analysis of macro-economic trends and credit risks to identify emerging threats to Manulife's investment ...

The Cora Group Inc. · is one of Waterloo Region's premier real estate developers and property managers. · We create and manage sustainable, · Class A office space—including the award-winning · evolv1 · building—serving the region's thriving technology sector. · ...

We're seeking an Investment Analyst – Private Debt to join our team at Equitable. As a key member of our asset management process, you will conduct comprehensive issuer, industry and market analysis to add value to our portfolios. · As an Investment Analyst – Private Debt with Eq ...

We are seeking an experienced Commercial Property Manager to oversee the day-to-day operations of a commercial real estate portfolio at multiple locations. · This hands-on role ensures efficient building operations, high-quality tenant service, · and effective vendor and site man ...

We are seeking an experienced Commercial Property Manager to oversee the day-to-day operations of a commercial real estate portfolio at multiple locations. · This hands-on role ensures efficient building operations, high-quality tenant service, and effective vendor and site manag ...

We are seeking an experienced Senior Property Manager to oversee a large residential portfolio and lead a team responsible for community management, facilities operations and resident relations. · Oversee the day-to-day management of a residential portfolio of 1,000+ suites. · Le ...