Guardian Capital Group Limited (“GCG”) is a diversified financial services company which serves the needs of clients ranging from private clients to institutions. Guardian Partners Inc. is a multi-family office, often referred to as an Outsourced Chief Investment Officer. Our focus at GP is to work with ultra high net worth families, and endowments and foundations, to achieve their wealth goals. To a lesser extent, our clients also include pension plans, ideally related to our client base. Our clients are coast to coast and reside primarily in Canada. As a trusted advisor for families we work closely with our clients’ taxation, estate planning, and insurance advisors delivering a holistic solution and client experience. The goals of our endowment and foundation clients reach beyond investment returns and include social impact and social and societal good. GP ( presents a dynamic opportunity for a motivated individual who desires working in a progressive, team-based financial services environment. ESSENTIAL FUNCTIONS Ongoing maintenance of client account information within the portfolio management system (Eagle Investment Systems); Supporting the function of Eagle uploads of performance and pricing files Setting up new accounts within the portfolio management system; Create and review management reports for senior management; Design and create client reports within the portfolio reporting system (Microstrategy); Create and review management reports for senior management; Verifying client daily return calculations on a monthly basis; Create, review and analyse performance reports; and Assist in special projects relating to client and management reporting. QUALIFICATIONS University degree – preferred major in business Over 3 years’ experience in performance reporting roles Experience with Eagle Investment Systems preferred Excellent analytical and problem solving skills Strong written and verbal communication skills Strong time management and interpersonal skills Understanding the team culture, and leverage the offering of GCG as required COMPENSATION The base salary range is expected to be between $70,000 - $80,000, with eligibility for a discretionary bonus. #J-18808-Ljbffr