Associate Portfolio Manager
Role Overview
The Associate Portfolio Manager is part of RBC Phillips, Hager & North Investment Counsel.
The role supports experienced investment counsellors serving high-net-worth individuals, trusts, and charitable foundations.
This long-term support role helps counsellors implement strategies and regularly manage and monitor client portfolios.
Key Skills for This Role
Full Job Posting
Role overview
The Associate Portfolio Manager is part of RBC Phillips, Hager & North Investment Counsel.
The role supports experienced investment counsellors serving high-net-worth individuals, trusts, and charitable foundations.
This long-term support role helps counsellors implement strategies and regularly manage and monitor client portfolios.
Portfolio and investment work
- Support investment counsellors in managing client portfolios.
- Help construct customized investment strategies, models, proposals, and action plans for existing and potential clients.
- Implement action plans and proactively manage portfolios to achieve or exceed performance goals.
- Monitor and rebalance portfolios in line with investment policy statements and portfolio risk management strategies and policies.
- Review risk management reports and identify portfolio management issues; recommend solutions to investment counsellors.
Client and team support
- Develop, document, and maintain client profiles, including next steps to deepen and solidify relationships.
- Assist with preparing annual review meetings and meetings with potential clients.
- Participate in analyst presentations on investment strategy and analysis.
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.
Nice to have
- 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, learning, and career growth.
- Compensation includes market-rate pay and discretionary variable compensation; the stated pay range is $67,000–$110,000, with no pay cadence specified.
- The posting mentions flexible benefits and opportunities to contribute to social impact initiatives.
Work schedule
- The stated work week is 37.5 hours.
- Employment is described as full time and regular.
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