Investment Analyst/Associate Portfolio Manager
Core
Support multi-asset trading, research, and portfolio management by executing trades, analyzing securities, and contributing to portfolio construction and risk analysis.
Role type
Associate Portfolio Manager / Investment Analyst
Builds
Multi-asset portfolios, investment reports, and analytics for Portfolio Managers and advisors
Domain
Wealth management, multi-asset investing, alternative investments
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Portfolio construction, trade execution, security research, performance attribution, risk metrics analysis, Offering Memorandum review, Excel, Bloomberg/FactSet
Preferred skills
CFA or CIM designation, knowledge of real estate/private equity/private debt, Canadian wealth management experience
Technologies
Excel, Bloomberg, FactSet
Responsibilities
Execute trades for PM pools, conduct security research, review Offering Memorandums, perform portfolio rebalancing, analyze performance and risk, produce investment reports, manage PM onboarding and supervision fee billing, evaluate Portfolio Manager performance
Seniority
Mid-level, hands-on IC