We are currently seeking an Associate to join our Private Client Group. In this role, the Associate will support the Investment Counsellor for the Atlantic region, focusing on clients with assets in excess of $3 million.
What you will do
The associate will support the Investment Counsellor in preparation for client meetings, including creation and editing of slide decks, macroeconomic or market related research and commentary, analysis of client portfolios, investment taxation and income planning, assisting with the investment policy process and portfolio design and updating client relationship management (CRM) information.
The position may also include research on specific equity positions or sectors, portfolio construction analysis and suggestions and scenario analysis related to portfolio changes, including tax implications, diversification, volatility and total return and attending client or advisor meetings.