We’re looking for a full-time, in-office Associate Portfolio Manager – Retail, in the investment management industry.
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
The successful candidate has: - 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
Only candidates selected to move forward in the hiring process will be contacted.
