Portfolio manager / relationship manager - Bloomridge
  • Montréal, Quebec, Canada
  • via Whatjobs
CAD - CAD
Job Description

Company DescriptionBloomridge is an investment management firm based in Montreal, QC. We provide a wide range of financial services to individuals, families, foundations, and corporations. Our services include investment management, wealth management, and consolidated reporting of client assets.Role DescriptionThis is a full-time role for a Portfolio Manager / Relationship Manager at Bloomridge. The Portfolio Manager / Relationship Manager will be responsible for managing client portfolios, providing investment advice, and building and maintaining client relationships. This is a hybrid role, with the majority of work performed in our Montreal office and some flexibility for remote work.QualificationsAnalytical Skills, Finance, and Portfolio ManagementExperience in Investments and TradingStrong understanding of financial markets and investment strategiesExcellent communication and interpersonal skillsAbility to build and maintain client relationshipsAttention to detail and strong organizational skillsRelevant professional certifications (e.g., CFA) are a plusBachelor's or Master's degree in Finance, Economics, or related fieldWe are looking for independent thinkers with an entrepreneurial mindset.

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