Associate Portfolio Manager
Role Overview
Works with experienced investment counsellors at RBC Phillips, Hager & North Investment Counsel.
Supports customized investment strategies for high-net-worth individuals, trusts, and charitable foundations.
This is a long-term support role focused on implementing strategies and regularly managing and monitoring client portfolios.
Key Skills for This Role
Full Job Posting
Role overview
Works with experienced investment counsellors at RBC Phillips, Hager & North Investment Counsel.
Supports customized investment strategies for high-net-worth individuals, trusts, and charitable foundations.
This is a long-term support role focused on implementing strategies and regularly managing and monitoring client portfolios.
Responsibilities
- Support investment counsellors in managing client portfolios.
- Help construct customized investment strategies, models, proposals, and action plans for current and prospective clients.
- Implement action plans and manage portfolios toward performance goals.
- Monitor and rebalance portfolios according to investment policy statements and portfolio risk policies.
- Maintain client profiles and identify next steps to strengthen relationships.
- Help prepare annual reviews and other client meetings; participate in analyst presentations on investment strategy and analysis.
- Review risk management reports and recommend solutions to portfolio management issues.
Required qualifications
- CFA charter designation.
- Undergraduate degree; business, finance, or economics is preferred.
- Strong working knowledge of Microsoft 365 applications, including Excel.
Preferred qualifications
- Graduate degree, preferably in business or finance.
- Financial planner diploma granted by the Institute of Financial Planning.
Development and rewards
- Coaching, mentorship, learning and skill-building opportunities, and opportunities for growth across RBC.
- Competitive total rewards, performance bonuses, and flexible benefits are described in the posting.
Pay range
- Expected pay range is $67,000 to $110,000; the posting does not specify the pay cadence.
- Discretionary variable compensation may be available, subject to business and individual performance goals.
Employment details
Full-time, regular role; the posting states 37.5 work hours per week.
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