Bloomridge

0.5

1.0

1.5

2.0

2.5

3.0

3.5

4.0

4.5

5.0

Be the first to review!

Montreal, QC

Bloomridge

0.5

1.0

1.5

2.0

2.5

3.0

3.5

4.0

4.5

5.0

Be the first to review!

Montreal, QC

Portfolio manager / relationship manager

Montreal, Quebec (view on map)

Posted 1 month ago

Job Description

Company Description

Bloomridge 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 Description

This 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.

Qualifications

• Analytical Skills, Finance, and Portfolio Management
• Experience in Investments and Trading
• Strong understanding of financial markets and investment strategies
• Excellent communication and interpersonal skills
• Ability to build and maintain client relationships
• Attention to detail and strong organizational skills
• Relevant professional certifications (e.g., CFA) are a plus
• Bachelor's or Master's degree in Finance, Economics, or related field

We are looking for independent thinkers with an entrepreneurial mindset.