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IA
Hybrid Associate Portfolio Manager
Posted yesterday
About the role
- Investment Analyst/Associate Portfolio Manager supporting trading, research, and portfolio management for iA Private Wealth. Conducting analysis and providing operational support in a fast-paced environment.
Responsibilities
- Assist the Portfolio Manager in trading activity: movements/net cash flows (redemptions and contributions, distributions, if any).
- Trade execution for PM pools, legacy SMA models
- Conduct security research and evaluate managers/strategies.
- Review Offering Memorandums and assessing alternative strategies’ structure, risks, and return drivers.
- Multi‑asset portfolio construction, rebalancing, and implementing from PM directives.
- Conduct performance attribution, risk metrics analysis, and portfolio diagnostics.
- Provide trade execution, order management, and maintaining accurate portfolio positioning.
- Produce clear, concise investment reports, analytics, and recommendations for PMs.
- Lead the development, review, and documentation of PM Pool KYP assessments in alignment with program standards.
- Respond to daily inquiries from advisors.
- Assist the Portfolio Manager with ad‑hoc data pulls, quick-turn analyses, presentation materials.
- Prepare, proof, and format documents, briefs, and presentations.
- Draft emails, circulate updates, and drive stakeholder follow-ups to closure.
- Draft and distribute concise updates, meeting notes, and action summaries.
- Coordinate the Managed Account Committee agenda, applications and overall PM onboarding process.
- Manage the monthly PM supervision fee billing process by providing invoicing data to the Programs and Platforms Manager.
- Assess and report on the firm’s Portfolio Managers’ performance, including evaluation of returns, risk profiles, consistency of process, and adherence to mandate expectations.
Requirements
- Currently registered as Associate Portfolio Manager or Portfolio Manager with a securities regulator
- Very strong investment acumen and understanding of portfolio construction principles
- Experience in portfolio allocation, portfolio rebalancing, trade execution and reconciliation
- Good knowledge of alternative investments (real estate, private equity, private debt, etc.)
- Strong understanding of the Canadian full-service wealth management space
- Undergraduate or graduate degree in finance or related fields
- CFA or CIM designation
- Must be fluent in English and French to communicate with advisors across the country
- Strong technical skills in Excel, Bloomberg/FactSet (or equivalents), and portfolio analytics tools.
- Excellent communication, attention to detail, and ability to operate in a fast‑paced PM environment.
- Minimum of five years of experience in the Canadian wealth or asset management industries
Benefits
- Hybrid working
- Professional development opportunities
- Diverse and inclusive workplace
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