Head of Portfolio Management

About the Role: The Head of Portfolio Management will lead the firm’s investment program and drive portfolio performance across client mandates. This is a senior leadership role responsible for shaping investment strategy, overseeing portfolio construction, and ensuring disciplined execution across all investment activities. This role also includes acting as a discretionary advisor to retail clients, ensuring portfolios are managed in alignment with client objectives, regulatory requirements, and fiduciary standards. The ideal candidate is an experienced investment leader with a strong track record in portfolio management and client engagement—someone who thrives in a fast-paced environment and brings both strategic vision and hands-on expertise. Key Responsibilities: - Define and execute investment strategies and asset allocation frameworks that drive competitive performance and support client acquisition and retention. - Continuously evolve the investment platform to identify differentiated opportunities that enhance the firm’s value proposition and market positioning. - Deliver forward-looking market insights and portfolio perspectives that support business development, client engagement, and revenue growth. - Oversee portfolio construction and performance with a focus on delivering consistent, compelling outcomes that reinforce client trust and attract new mandates. - Exercise full discretionary authority over client portfolios, asset allocation, and investment decisions in alignment with client mandates, regulatory requirements, and fiduciary standards, supported by robust documentation and governance. - Proactively identify risks and opportunities to protect client assets while enhancing long-term portfolio value and client satisfaction. - Lead high-conviction research and investment selection that differentiates the firm’s offering in competitive sales situations. - Translate complex investment insights into clear, client-focused narratives that support sales conversations and decision-making. - Ensure operational excellence to deliver a seamless and high-quality client experience across all portfolios. - Serve as a senior ambassador of the firm, actively driving business development, client acquisition, and relationship expansion efforts. - Partner closely with sales and relationship teams to articulate investment strategy, performance, and outlook in a way that drives client confidence and wins new business. - Contribute to thought leadership and market commentary that enhances brand visibility, supports marketing initiatives, and generates inbound client interest. - Maintain strong oversight of risk management and compliance to reinforce credibility and trust with clients and prospects. - Ensure all portfolios align with client mandates while identifying opportunities to deepen relationships through additional solutions and services. - Support budgeting, reporting, and strategic initiatives with a focus on scaling the investment platform and contributing to overall firm growth. - Ensure strict adherence to all internal compliance policies, procedures, and regulatory requirements, maintaining the highest standards of governance and fiduciary responsibility. What You Bring: - Proven leadership experience managing investment teams and driving performance. - Deep expertise in portfolio management, asset allocation, and risk management. - Strong understanding of capital markets and the ability to translate insights into strategy. - Demonstrated success in investment research and decision-making. - Excellent communication and presentation skills, with confidence in client-facing settings. - Strong client service orientation and relationship management skills. - Ability to operate effectively in a fast-paced, high-performance environment. - High attention to detail with sound judgment and decision-making capabilities. - Entrepreneurial mindset with a passion for continuous improvement. - Strong knowledge of regulatory frameworks and a demonstrated commitment to compliance, risk controls, and best practices in portfolio management. - Experience building and operating within Investment Fund Manager (IFM) structures, including developing fund governance frameworks, operational processes, and regulatory compliance programs. Qualifications: - Minimum of 15 years of relevant investment expertise demonstrated by success in managing, multi-asset class portfolios, including alternative investments for high-net-worth clients as a CIO or Portfolio Manager. - CFA designation is required - The ability to meet the regulatory requirements to be registered as a Portfolio Manager with the appropriate securities commission. - Experience building, structuring, and operating within an Investment Fund Manager (IFM) environment, including oversight of fund structures, is considered a strong asset. - Bachelor’s degree required, masters preferred (Business, Economics, Accounting, Finance) Predictive Index Assessments As part of our hiring process, candidates complete two short assessments from Predictive Index: - A Behavioural Assessment (5–10 minutes, untimed) to understand your work and communication style. - A Cognitive Assessment (12-minute timed) to measure learning and problem-solving abilities. These are not tests of intelligence or experience, they simply help us understand how you work best. 👉 Start the Behavioural Assessment here: https://assessment.predictiveindex.com/3S57/0e9cdf20-5c7e-448b-a058-f15cbfb21693?type=candidateba#page0 After completing the first assessment, you’ll receive an email with instructions for the second assessment. Why Equiton? Our culture is built on integrity, accountability, and innovation. We empower our team to take initiative, think independently, and grow personally and professionally. To learn more about our core values, click here. Our Commitment to Diversity, Equity & Inclusion We’re an equal opportunity employer committed to building a diverse, inclusive, and accessible workplace where everyone feels valued and supported. If you need accommodation during the hiring process, please let us know. We’re happy to help. Only those selected for an interview will be contacted. Please note that at present, legal eligibility to work in Canada is a prerequisite for this role.