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.
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.
Long-term support role focused on implementing strategies and regularly managing and monitoring client portfolios.
Portfolio and client responsibilities
- Support investment counsellors in managing client portfolios.
- Assist in constructing customized investment strategies, models, proposals, and action plans for existing and prospective 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.
- Develop and maintain client profiles, including next steps to deepen and solidify relationships.
- Assist with annual review meetings and meetings with prospective clients.
- Participate in analyst presentations on investment strategy and analysis.
- Review and respond to risk management reports.
- Identify portfolio management issues and recommend solutions to investment counsellors.
Required qualifications
- CFA charter designation is required.
- Undergraduate degree is required; business, finance, or economics is preferred.
- Strong working knowledge of Microsoft 365 applications, including Excel, is required.
Nice-to-have qualifications
- Graduate degree, preferably in business or finance.
- Financial planner diploma granted by the Institute of Financial Planning.
Compensation
- Expected pay range is $67,000 to $110,000; compensation may include discretionary variable payments.
- Compensation is determined by factors including experience, skills, registration status, performance, market conditions, and business needs.
Schedule
- Work week is 37.5 hours.
- Employment is full time and regular.
Workplace
- The listed work location is Royal Bank Plaza, Toronto.
Development and rewards
- The posting describes coaching, mentorship, learning opportunities, flexible benefits, and career growth opportunities.
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