Associate Portfolio Manager
Role Overview
Associate Portfolio Manager with PH&N Investment Counsel, working with Investment Counsellors to build and manage investment counselling relationships.
Develop customized investment strategies for high-net-worth individuals, trusts, and charitable foundations.
Key Skills for This Role
Full Job Posting
Role overview
Associate Portfolio Manager with PH&N Investment Counsel, working with Investment Counsellors to build and manage investment counselling relationships.
Develop customized investment strategies for high-net-worth individuals, trusts, and charitable foundations.
Responsibilities
- Resolve client inquiries and advise Investment Counsellors on complex situations.
- Maintain client profiles and relationship-development next steps.
- Contribute to projects improving client solutions and operational efficiency.
- Help construct investment strategies, models, proposals, and action plans.
- Implement plans and manage portfolios within Investment Policy Statement parameters.
Required qualifications
- CFA Level I completed, with intention to continue the CFA program.
- Canadian Securities Course (CSC).
- At least five years of investment-industry experience, including three or more years in portfolio management.
- University degree, preferably in business and/or economics.
Nice to have
- CFA, CIM, or CFP designation.
Compensation
- Expected pay range is $67,000 to $110,000, with potential discretionary variable compensation.
- Compensation is salaried; no pay cadence is specified.
Schedule and employment
- Full-time, regular role with 37.5 work hours per week.
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