Portfolio Manager

Role Description

As a Portfolio Manager, you will be responsible for managing investment portfolios on behalf of our clients. This role requires a deep understanding of financial markets, strong analytical skills, and the ability to deliver exceptional client service. The ideal candidate will have an existing client base, a CIM or CFA designation, and a minimum of 3 years of work experience in investment management.

Key Responsibilities

• Manage investment portfolios in accordance with client objectives, risk tolerance, and investment policies
• Conduct thorough financial analysis and market research to identify investment opportunities
• Develop and implement investment strategies to optimize portfolio performance
• Monitor portfolio performance, assess risk exposures, and make adjustments as necessary
• Cultivate and maintain strong relationships with existing clients, providing ongoing support and guidance
• Actively participate in business development activities to attract new clients and grow assets under management
  
  

Requirements

• Existing client base (25M in AUM)
• CIM or CFA designation
• Minimum of 3 years of work experience in investment management
• Strong understanding of financial markets, investment products, and portfolio management principles
• Excellent analytical and problem-solving skills
• Proven track record of delivering strong investment results
• Exceptional interpersonal and communication skills
• Ability to work effectively in a fast-paced, team-oriented environment
  
  

Location: Vancouver, Canada. This is Full-Time and In-Person