ATB Financial Portfolio Associate Full Time in Edmonton, AB

ATB Financial

Branch Edmonton AB CA

Portfolio Associate
Edmonton, AB

Proficient in Microsoft Excel and Word. The Portfolio Associate acts as a primary contact for the portfolio management system and will liaise with the Portfolio…

Helping Albertans achieve their dreams by turning the complex world of banking into brilliantly simple solutions. That’s ATB. Is that you?

Portfolio Associate – ATB Investor Services ATB Investor Services (“ATBIS”) is the wealth management division of ATB Financial. With a team of over 100 experienced, world-class investment specialists, ATB Investor Services’ priority is to understand our clients’ goals, provide expert advice, and guide them to solutions that will help them achieve those goals by achieving deeper happiness. We know that reaching our goal depends directly on the quality of our people, and that is why we strive to attract, retain, and develop the best talent available.

Do you have a passion for providing exceptional client experience and support, have an impeccable attention to detail, and are known for your organizational skills? We are looking for a Portfolio Associate to be a part of the ATB Investment Management Inc.’s (ATBIM) portfolio management team. As the Portfolio Associate you will hold the responsibility for the administration of the portfolio management system and the performance calculations for all portfolios managed by ATBIM. This also includes ensuring the ongoing integrity and accuracy of ATBIM’s client and fund records including cash and security positions as well as performance calculations. The Portfolio Associate acts as a primary contact for the portfolio management system and will liaise with the Portfolio Managers, other Portfolio Associates, Investment Operations Group, Finance and other internal business units. If this sounds like you, ATB Investor Services, is THE place to work.

Job Requirements

The successful candidate will demonstrate:

  • University/college degree or equivalent work experience in accounting/bookkeeping
  • Completion of the Canadian Securities Course
  • Minimum 3 years related industry experience
  • Proficient in Microsoft Excel and Word
  • Thorough knowledge of Portfolio Accounting functions
  • Thorough knowledge of the performance evaluation process – industry sectors, indexes, reasonableness of results
  • General knowledge of the investment industry
  • Knowledge of the GIPS performance presentation standards
  • Good problem solving skills
  • Good oral and written communication skills


Click here to meet some of our team members and hear why they love working with us. You can also check out employee reviews on our Glassdoor page. Want to know more! Discover the ATB Investor Services Journey , learn about our offerings and meet our ATBIS Executive team .

So what can ATB Financial offer you? Imagine paying less for your everyday banking, mortgages, loans and investments. Throw in an excellent benefits and pension package, opportunities for career advancement, and a financial institution that’s leading the way in change – now you’re talking about a career with a company that allows you to grow.

ATB has been named one of Canada’s 50 Best Employers by Report on Business Magazine, one of the 75 Best Workplaces in Canada by the Great Place to Work Institute, and one of Canada’s Top 100 Employers and Alberta’s Top 50 Employers by Mediacorp Canada Inc. As well, Alberta Venture magazine named ATB Financial Alberta’s Most Respected Corporation in the area of corporate social responsibility.

Advancement. Fun. Rewards… We get it.

or proceed with Standard Application Form.

Employment Type: Full Time
Location: Edmonton, AB, CA
Posted on: 2016-12-04
Posted by: