Associate Portfolio Manager
Role Overview
Supports experienced investment counsellors in constructing customized investment strategies and managing portfolios for high-net-worth individuals, trusts, and charitable foundations.
This is a long-term support role focused on implementing strategies and regularly monitoring client portfolios.
Key Skills for This Role
Full Job Posting
Role overview
Supports experienced investment counsellors in constructing customized investment strategies and managing portfolios for high-net-worth individuals, trusts, and charitable foundations.
This is a long-term support role focused on implementing strategies and regularly monitoring client portfolios.
Responsibilities
- Support client portfolio management and help build investment strategies, models, proposals, and action plans.
- Implement action plans; monitor and rebalance portfolios against investment policy statements and risk policies.
- Maintain client profiles and relationship-development next steps; help prepare client meetings.
- Participate in investment analyst presentations, review risk reports, and recommend solutions to portfolio issues.
Required qualifications
- Chartered Financial Analyst (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
- The posting describes coaching, development opportunities, mentorship, flexible benefits, and performance bonuses.
Compensation
- The stated pay range is $67,000 to $110,000, with potential discretionary variable compensation; no pay cadence is specified.
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