Associate Portfolio Manager
Role Overview
Works with experienced investment counsellors at RBC Phillips, Hager & North Investment Counsel.
Supports customized strategies for high-net-worth individuals, trusts, and charitable foundations.
Helps implement investment strategies and regularly manage and monitor 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 strategies for high-net-worth individuals, trusts, and charitable foundations.
Helps implement investment strategies and regularly manage and monitor client portfolios.
Responsibilities
- Support investment counsellors in managing client portfolios.
- Assist with 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 according to investment policy statements and risk-management policies.
- Maintain client profiles and relationship-development next steps.
- Assist with annual reviews and meetings with potential clients.
- Participate in analyst presentations on investment strategy and analysis.
- Review risk-management reports and recommend solutions to portfolio issues.
Must-have qualifications
- CFA charter designation.
- Undergraduate degree; business, finance, or economics preferred.
- Strong working knowledge of Microsoft 365 apps, including Excel.
Nice-to-have qualifications
- Graduate degree, preferably in business or finance.
- Financial planner diploma granted by the Institute of Financial Planning.
Development and rewards
- Competitive total rewards, performance bonuses, and flexible benefits.
- Mentorship, coaching, learning opportunities, and potential career growth across RBC.
- Collaborative teams and opportunities to contribute to client projects and community initiatives.
Compensation
- Expected pay range is $67,000–$110,000; compensation may include discretionary variable payments and depends on relevant factors.
Schedule
- Full-time role with 37.5 work hours per week.
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