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