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Leith Wheeler Investment Counsel Ltd.
Portfolio Manager - EquityLeith Wheeler Investment Counsel Ltd. • Toronto or Montréal
Portfolio Manager - Equity

Portfolio Manager - Equity

Leith Wheeler Investment Counsel Ltd. • Toronto or Montréal
30+ days ago
Job type
  • Full-time
Job description

Job Description:

  • Investment Research & Security SelectionConduct in-depth fundamental research across global equity markets, including company analysis, financial modeling, valuation, and risk assessmentGenerate high-conviction investment ideas aligned with Leith Wheeler’s long-term, bottom-up investment philosophyMaintain deep coverage of assigned sectors and companies, with a generalist mandate rather than narrow specializationMonitor existing holdings and investment theses, recommending buy, hold, or sell decisions as appropriate
  • Portfolio Management SupportContribute to portfolio construction, position sizing, and risk management discussions for Global Equity and U.S. SMID portfoliosSupport ongoing portfolio reviews, performance attribution, and risk analysisExercise independent judgment while collaborating closely with portfolio managers on investment decisions
  • Collaboration & CommunicationWork closely with other members of the Global Equity team to share insights, debate investment ideas, and strengthen overall research qualityParticipate in investment committee discussions and internal research forumsSupport client-facing activities as needed, including preparation of investment commentary and participation in client meetings or presentations

Job Qualifications:

  • 5–10 years of relevant investment experience in equity research and/or portfolio management, preferably within a buy-side environment
  • Registered Portfolio Manager designation (or eligibility to register)
  • CFA designation
  • Demonstrated experience covering global equities and/or U.S. small and mid-cap stocks
  • Strong financial modeling, valuation, and analytical skills
  • Proven ability to think independently while operating effectively in a team-oriented investment culture
  • Excellent written and verbal communication skills
  • High degree of intellectual curiosity, integrity, and alignment with a long-term investment mindset

What We Offer:

  • Meaningful investment responsibility within a collaborative team
  • Long-term, fundamentals-driven investment culture with genuine decision-making input
  • Broad exposure to Global Equity and U.S. SMID strategies
  • Direct access to senior investment leadership
  • Stable employee-owned firm with strong client alignment
  • Collegial, respectful work environment that values collaboration, humility, and long-term careers
  • Competitive compensation, comprehensive benefits, and support for professional development
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Portfolio Manager - Equity • Toronto or Montréal

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