Posted 59 months ago
Portfolio Manager
@ Bay Street Staffing
St. Catharines, Ontario
Overview
Bay Street Staffing is hiring a Financial Analyst to work directly with the Portfolio Manager and Principal of a wealth management firm. The role analyzes portfolios and returns, prepares performance reporting and recommends allocation changes. The posting states a full-time position with 0-3+ years of experience required.
Responsibilities:
- Analyze financial data, portfolios and returns to provide decision support
- Report on financial performance and prepare for leadership reviews
- Perform variance analysis, identify trends and recommend improvements
- Perform market research, data mining and business intelligence
Requirements summary:
- University degree in accounting, finance, commerce or economics
- Strong fluency with Excel formulas and functions
- Financial services program such as CSC, IFIC, CFA, CFP or CIM
- 0-3+ years of business finance or relevant experience
- Experience presenting to senior executives or clients
Tools & skills
Source and dates
Source type not verified · zoho
- Employer posting date
- 2022-01-11
- First seen by our source
- 2026-10-15
- Source record updated
- 2026-10-15
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Finance & accounting |
| Experience | 0+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CSC, IFIC, CFA, CFP, CIM |
| Education | Bachelor’s degree (required) |
| Fields of study | Accounting, Finance, Commerce, Economics |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Bay Street Staffing
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Bay Street Staffing is Canada's leading boutique recruitment agency.
Full company description
Bay Street Staffing is a Leader in the boutique staffing sector—offering fast, agile, exceptional customer service. We have partnered with some of Canada’s largest organizations to help them deliver the talent they are looking for. Building solid relationships built on trust and integrity is our signature at Bay Street Staffing. Bay Street offers expert, specialized recruiting practices that result in sought-after matches between candidates and employers. Today’s challenging business climate demands that companies hire the best talent to maintain a competitive edge. Bay Street Staffing’s consultants offer specialized insight into local markets, employment trends, global networks and the impact on the Canadian workforce.
- LinkedIn followers
- 131,054
- People associated on LinkedIn
- 38
- Reported office locations
- 301 King St. West 2nd Floor, Toronto, ON M5V1J5, CA
- Other recorded names
- Bay Street Staffing
- Specialties
- Recruitment
- Human resources
- Talent Acquisition
- Sales
- Capital Markets
- Agile
- Fintech
- Scrum
- Team Management
- Agile Methodologies
- Marketing
- Social Media Marketing
- CIM
- Finance
- Securities
- Investments
- Business Development
- and Employee Engagement
- Profile identifies a recruitment agency
- Yes
Bay Street Staffing is a Leader in the boutique staffing sector—offering fast, agile, exceptional customer service. We have partnered with some of Canada’s largest organizations to help them deliver the talent they are looking for. Building solid relationships built on trust and integrity is our signature at Bay Street Staffing. Bay Street offers expert, specialized recruiting practices that result in sought-after…
| Field | Value |
|---|---|
| Industry | Staffing and Recruiting |
| Company size | 11-50 employees |
| Headquarters | Toronto, ON |
| Organization type | Privately Held |
| Year founded | 2010 |
| Specialties | RecruitmentHuman resourcesTalent AcquisitionSalesCapital MarketsAgileFintechScrumTeam ManagementAgile Methodologies |
| Open jobs on Jobsy | 40 |
| View page |
Working directly with the Portfolio Manager and Principal of this dynamic Wealth Management firm, the Financial Analyst, will utilize their knowledge of financial products and markets to proactively report and recommend changes and allocation of portfolios. Building out your knowledge of products and clients while also supporting the Portfolio Manager. The key responsibility is to provide timely and valuable data and reporting to support the firm in surpassing sales, service and activity targets. This firm offers flexibility and nimbleness while providing world class resources and infrastructure.
Responsibilities:
- Analyze financial data, portfolios and returns and provide recommendations for decision support
- Report on financial performance and prepare for regular leadership reviews
- Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
- Evaluate financial performance by comparing and analyzing actual results with plans and forecasts
- Provide analysis of trends and forecasts and recommend actions for optimization
- Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools,
- Perform market research, data mining, business intelligence
- Consistently demonstrate effective management and prioritization of work and reporting
- Supports the activities and follow-up requirements of Portfolio Manager
- Embrace accountability and have an entrepreneurial mindset
Qualifications
· 0-3+ years of business finance or other relevant experience
· Strong fluency with Excel Formulas and functions
· University degree in Accounting, Finance, Commerce, Economics
· Strong analytical and data gathering skills
· Good business acumen
· An interest and curiosity in capital markets
· Successful completion of a financial services industry program course (i.e. CSC, IFIC, CFA, CFP, CIM).
· Strong interpersonal skills, including written and oral communication skills
· Experience working with, and presenting to, senior executives and or clients
Journal
Only you can see this. Kept on this device, and in your account when you sign in.