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    international associate - Toronto, ON, Canada - Yorkville Asset Management Inc.

    Yorkville Asset Management Inc.
    Yorkville Asset Management Inc. Toronto, ON, Canada

    1 week ago

    Default job background
    Description
    ABOUT USYorkville Asset Management is a boutique wealth management service provider that caters to affluent Canadians and institutions. Yorkville operates from its head office in Toronto, and through two satellite offices in Calgary and Ottawa.

    Yorkville's competitive advantage is derived from its focus on client services, natural bias to investing in the health care sector, and comprehensive wealth solution offerings to clients.

    portfolios and client relationships (institutional & private clients)

    • Preparing portfolios reviews and presentations to clients and prospects in PowerPoint
    • Prepare and/or update Excel models with client data, portfolio performance, and market
    • Reviewing client reporting statements to ensure quality and consistency
    • Perform ongoing portfolio administration for client portfolios, which may include account SKILLS
    • Well organized, detail oriented, focused on accuracy & time management
    • Enjoys analytical work
    • Works well independently & as part of a team
    • Interest in investments and financial markets QUALIFICATION AND EXPERIENCE
    • Undergraduate degree in business (specialization in finance or accounting is an asset)
    • 1-2 years of experience in a related role within the financial services or investment industry
    Visit Yorkville's web page for additional information.
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