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Associate Portfolio Manager - Retail
Job Description
Our client is a well established boutique portfolio management firm known for its high-touch client service, disciplined investment approach, and strong team culture. This is a close-knit, professional environment where integrity, thoughtful decision-making, and long-term results truly matter. The Portfolio Manager will play a key role supporting senior leaders while building trusted client relationships and contributing to investment strategy and execution. This is a fantastic opportunity for someone who is interested in launching a strong career, with a supportive environment.
Associate Portfolio Manager responsibilities:
- Build and maintain long-term client relationships through ongoing reviews and high-touch discretionary service
- Conduct annual and periodic client reviews to meet KYC requirements
- Support new client onboardings, including development of Investment Policy Statements (IPS) and Investment Management Agreements (IMA)
- Assess client objectives, risk tolerance, and suitability to recommend appropriate portfolios
- Act as a member of the Investment Committee, conducting security and sector research to meet KYP obligations
- Assist with portfolio construction, rebalancing, and trade execution, including pre- and post-trade analysis
- Monitor model portfolios and securities, reporting on performance, risk metrics, and market developments
- Generate and analyze performance and risk metrics across multiple portfolio management systems
- Support quarterly reporting, corporate reorganizations, and ad hoc projects as needed
- 2+ years of relevant investment management experience
- BCom (Finance/Accounting)
- Has a knowledge and understanding of Canadian Investment products
- Immediately registerable as an Associate Advising Representative (AAR) or Advising Representative (AR)
- Has passed CFA Level I with 24 months of relevant investment management experience OR holds the Canadian Investment Manager (CIM) designation with 24 months of investment management experience.
- Advanced Excel skills (pivot tables, formulas, issue resolution)
- Experience using Bloomberg terminals is an asset but not required
- Strong communication, problem-solving, and organizational skills
- Strong business acumen, willingness to learn confident and has a genuine ability to connect with clients and team members
- High attention to detail with the ability to manage multiple priorities, working independently and as a team
- A client-first mindset with a strong commitment to ethical and compliant practices
Compensation and benefits:
- Competitive salary
- Comprehensive benefits package and health spending
- Course work reimbursement
- Opportunity to grow within a respected boutique investment firm
Meet Your Recruiter
Patti Babyn
RPR, Senior Recruitment Consultant
HR, Senior Administrative & Executive Assistants
Specializing in Human Resources, Executive Assistant, and Senior Administrative placements across Canada, Patti has over 15 years of national and global recruitment experience. She brings a wealth of expertise in interviewing, placement and collaboration, giving her clients the benefit of impeccable matches. She was also a business owner and managed a sales team for nine years, so she brings practical insights that drive success for her clients.
Patti’s thoughtful questions probe deep into the needs of each client, allowing her to pinpoint the best talent for the role from her vast network of qualified candidates. She is equally enthusiastic with candidates. Knowing that what she does changes lives, she provides insightful advice. With a heartfelt commitment to helping others, she situates candidates in positions where they will succeed. She has a degree and background in social work, where she honed keen communication and assessment skills. Passionate about cultivating long-lasting relationships with both clients and candidates, she is an ongoing resource for those she partners with.
Patti is a wife and mother, and outside of the office enjoys camping, hiking, cycling and volunteering. She is also a part-time makeup artist and takes pride in helping woman look and feel their best!