Associate Portfolio Manager (Hybrid)

Capital Markets Advisors LLCGreater Toronto Area, Canada

3 days ago

Job type

Full-time

Job description

Associate Portfolio Manager (Hybrid)

Location

Canada (Hybrid)

Job Type

Full-Time

Salary

Negotiable. Comprehensive benefits package, including three weeks of vacation, three personal / sick days, and a Healthcare Spending Account (HSA).

Discipline

Financial Services

Associate Portfolio Manager (Hybrid) – Shape Investment Strategies for Affluent and Corporate Clients

CMA Recruiting is pleased to partner with a distinguished boutique investment firm in Mississauga, ON, renowned for its personalized approach and unwavering commitment to exceptional client service. We are seeking a highly motivated and experienced Associate Portfolio Manager to join their dynamic team.

This position presents a unique opportunity to contribute to the strategic management of sophisticated investment portfolios, collaborate with a diverse clientele, and enhance the continued success of an esteemed firm.

Key Responsibilities

Client Relationship Management – Serve as a primary point of contact for affluent and corporate clients, fostering long-term relationships through strategic financial guidance and proactive engagement.
Investment Strategy & Analysis – Conduct in-depth financial analysis, market research, and due diligence to support the Portfolio Manager's strategic investment recommendations.
Portfolio Performance Optimization – Monitor portfolio performance, ensuring alignment with benchmarks and client objectives, while proactively recommending strategic adjustments to enhance returns and mitigate risk.
Client Presentations & Communication – Develop and deliver professional presentations tailored to the specific needs of high-net-worth and corporate clients, articulating complex financial concepts with clarity.
Cross-Functional Collaboration – Work closely with internal specialists in financial planning, tax, and estate planning to deliver comprehensive wealth management solutions.
Regulatory Compliance & Ethical Standards – Ensure adherence to all regulatory requirements, compliance policies, and ethical standards, maintaining the firm’s integrity and protecting client interests.
Financial Planning Support – Utilize Conquest software to develop and implement financial plans, aligning with client objectives and long-term strategies.
Trade Execution & Portfolio Rebalancing – Oversee mandate allocations and execute trades with precision to manage cash flow, facilitate new client onboarding, and rebalance portfolios.
Market & Economic Monitoring – Stay informed of financial market trends, economic developments, and regulatory changes to provide timely and informed recommendations.

Qualifications & Competencies

Education – Bachelor’s degree in Finance, Economics, Business Administration, or a related discipline.

Professional Designations – CFA or CIM designation is required; CFP, QAFP, or PFP credentials are preferred.

Experience –

Minimum of 7 years in investment management, financial analysis, or a related field, with a demonstrated focus on serving affluent and corporate clients.

Registration as an Associate Portfolio Manager or Portfolio Manager is mandatory.

Familiarity with the National Bank Independent Network (NBIN) custodial platform is considered an asset.

Technical Proficiency –

Advanced proficiency in Microsoft Excel for financial modeling and data analysis.

Experience utilizing YCharts for investment research.

Proficiency in Conquest financial planning software.

Soft Skills & Attributes –

Strong communication and presentation skills, with the ability to convey complex financial concepts with clarity and professionalism.

Proven ability to cultivate and maintain high-value client relationships.

Highly organized, detail-oriented, and adept at managing multiple priorities in a fast-paced environment.

A collaborative and proactive approach, coupled with a commitment to integrity and excellence.

Why Join This Firm?

Competitive Compensation & Benefits – Enjoy a comprehensive package, including three weeks of vacation, three personal / sick days, and a Healthcare Spending Account (HSA).

Hybrid Work Model – Benefit from a flexible work arrangement (three days in-office) following a three-month probationary period.

Reputable & Supportive Culture – Work within a collaborative and innovative environment that prioritizes excellence and a client-first philosophy.

Meaningful Impact – Play an instrumental role in shaping the financial futures of affluent individuals and corporate clients, driving long-term financial success.

Application Process

If you are an accomplished investment professional eager to advance your career, we invite you to apply for this exceptional opportunity. Join a firm that values expertise, strategic thinking, and a client-centric approach.

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Portfolio Manager • Greater Toronto Area, Canada