Portfolio Management Assistant
Core
Assist Investment Counsellors/Portfolio Managers in tracking and drafting Investment Policy Statements (IPS) and preparing materials for client wealth planning meetings.
Role type
Support-level portfolio management assistant
Builds
Client meeting materials, Investment Policy Statements, and marketing documentation for wealth management clients
Domain
Financial services / Wealth management
Deliverable
dashboards & analysis
Required skills
Investment Policy Statement drafting, client meeting preparation, financial planning support, business writing, MS Office (Word, Excel, PowerPoint), client inquiry response
Preferred skills
CIM designation, CFP or PFP designation
Responsibilities
Draft new/updated Investment Policy Statements and investment policy letters, prepare and attend client wealth planning meetings, respond to client inquiries, support business development and prospect presentations
Seniority
Junior, support IC/PM