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Career Opportunities

 


Investment Portfolio Analyst

 

Independent Accountants' Investment Counsel Inc. is an investment management and advisory firm based in Listowel, Ontario.  We manage investment portfolios for families, individuals, private companies, estates and trusts. 

 

Job duties will include:

  • Preparing seminar and marketing materials;
  • Assisting in preparing client files for review by Portfolio Managers;
  • Producing ongoing quarterly research summaries and reports for Investment Team;
  • Assisting Portfolio Managers to create investment portfolio proposals;
  • Analyzing and producing financial research reports for new investments;
  • Assisting in maintenance of IAIC investment products;
  • Completing ad hoc projects as assigned.

 

The successful candidate will have:

  • A university degree preferably in business, accounting, finance, statistics or economics;
  • Strong attention to detail;
  • Proficiency in Microsoft Excel;
  • Completed or willing to complete Level 1 of the Chartered Financial Analyst (CFA) program or Canadian Securities Course (CSC) in pursuit of the Chartered Investment Manager (CIM) designation;
  • Interest in financial markets and wealth management;
  • Excellent verbal and written communication skills;
  • Organizational skills and ability to prioritize projects;
  • Ability to work as part of a team.

 

If are you interested in a challenging position with opportunities to develop your investment career please submit your resume and cover letter in confidence by noon on June 15, 2017 via e-mail to:
                  
Attention:  Katelyn Mayberry
E-mail:   katelynm@w-u.on.ca


We thank all applicants for their interest, however only those candidates selected for an interview will be contacted.


IAIC is dedicated to maintaining a respectful, fair and equitable work environment, and welcomes submissions from all qualified applicants. IAIC is an equal opportunity employer. Accommodation will be provided in accordance with the Ontario Human Rights Code. This job posting is available in an accessible format, upon request. 

 

 

 

*********************************************************************

General Interest

 

At IAIC we are always interested in hearing from talented, motivated individuals interested in exploring potential careers at our organization.

 

If you are interested in a challenging, rewarding career with IAIC then submit your résumé and cover letter to:

Ward & Uptigrove Consulting & Human Resources

Attention: Katelyn Mayberry 

Quoting: General Submission

E-mail:    HRresults@w-u.on.ca

 

IAIC is an equal opportunity employer and committed to providing a barrier free workplace. If any accommodation during the recruitment process is required, it will be available upon request. 

 

We appreciate your interest, but we will only contact those who will be interviewed.

 

No phone calls please.

 

 

 
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