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Accounting

Our client, a well-respected family office located in downtown Calgary, is seeking a Trader & Portfolio Analyst to join their growing team. Reporting to the Senior Portfolio Managers, you would act as resource person for the teams’ portfolio managers with trading, portfolio management, and research tasks

The Role:

  • Daily monitoring of capital movements and transactions for client portfolio
  • Determining optimal asset allocation across accounts
  • Organizing and building trade lists
  • Executing fixed income and equity trades on large volumes of high value trades
  • Collaborating with the Investment Management Committee on a weekly basis
  • Monitoring market prices and macro conditions
  • Researching industry related information from a variety of sources
  • Maintaining client files, ensuring documentation is compliant with industry regulations
  • Other duties as assigned
  •  

Requirements:

  • CFA or MBA preferred
  • 5+ years of industry experience, with several years experience trading equity, fixed income, FX and/or derivatives
  • High proficiency in Microsoft Office, specifically Excel
  • Experience with Bloomberg, Thomson One,  and Bulk Trading software preferred
  • Commitment to getting IR or RR licensed, along with ongoing continuing education requirements
  • Strong organization, attention to detail, and proven ability to work independently

The firm offers competitive compensation including semi-annual bonuses, a strong benefits package, vacation, RRSP matching and equity options.

For immediate consideration of this exceptional opportunity, please contact Michelle at mhourihan@klopprichards.com or 204-880-6137, quoting job #4469

Klopp Richards & Associates would like to thank all applicants in advance for their expressed interest.


    • Job type: Permanent
    • Location: Calgary
    • Date posted:
    • Pay:$- $ per hour