Associate Portfolio Manager
Role Overview
Works with experienced investment counsellors to construct customized investment strategies for high-net-worth individuals, trusts, and charitable foundations.
Supports implementation, ongoing management, and monitoring of client portfolios.
Key Skills for This Role
Full Job Posting
Role overview
Works with experienced investment counsellors to construct customized investment strategies for high-net-worth individuals, trusts, and charitable foundations.
Supports implementation, ongoing management, and monitoring of client portfolios.
Responsibilities
- Support client portfolio management and help develop strategies, models, proposals, and action plans.
- Implement action plans; manage, monitor, and rebalance portfolios in line with client investment policies and risk strategies.
- Maintain client profiles and relationship-development next steps; prepare client meetings and annual reviews.
- Participate in investment presentations, review risk 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 applications, including Excel.
Preferred qualifications
- Graduate degree in business or finance preferred.
- Financial planner diploma granted by the Institute of Financial Planning preferred.
Compensation
- Pay range is $67,000–$110,000; compensation may include discretionary variable payments.
Work location
- The posting lists Royal Bank Plaza, Toronto, as the primary work location.
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