Portfolio Management Analyst

Overview

This role supports the organization’s delegated portfolio management activities within an investment consulting practice serving institutional investors, primarily defined benefits and defined contribution plans. The position combines top-down and bottom-up manager and asset class research with analytics to inform portfolio investment decisions.

Work location flexibility is available, and working preferences will be discussed during the process.

Note: visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

Responsibilities

• Manage portfolio exposures across:
  • Multi-asset portfolios
  • Asset class specific funds (including equities, alternative credit, real assets, and liquid alternatives)
• Produce quarterly reports for delivery to clients by pre-determined deadlines
• Support team members in the construction and delivery of presentations to clients
• Build internal relationships and collaborate effectively with cross-functional teams
• Work as part of dedicated client teams, delivering projects to meet or exceed client expectations
• Deliver high-quality work while meeting deadlines

Qualifications

• Undergraduate degree
• 1–3 years of experience
• Interest in financial markets
• Progress towards CFA desirable
• Oral and written communication skills
• Comfortable in a team environment
• Attention to detail
• Working knowledge of Excel
• Ability to work independently and manage time and projects individually
• Ability to deliver high-quality work while meeting deadlines

Compensation & Benefits

• Base salary compensation range: $60,000 to $80,000 CAD per year
• Eligible for an annual short-term incentive bonus

Location

Work location flexibility is offered.