Associate, Portfolio Administration & Analysis

Ventum Financial Corp. • Vancouver, BC

1d • CA$80,000 - CA$90,000 • Onsite

About The Position

Our Portfolio Management & Strategy department plays a central role in the firm's wealth management services. The team is responsible for overseeing Ventum's discretionary portfolio management platform, supervising portfolio managers, managing the in-house proprietary Separately Managed Account (SMA) strategies, overseeing external SMA mandates, and providing investment research and portfolio strategy support to advisors and clients throughout the firm. Our internal discretionary portfolio platform currently manages a diverse suite of investment strategies, including Balanced, Dividend Growth, Canadian Large Cap Growth, U.S. Growth, and ETF portfolios. Ventum Financial offers a wide range of externally managed discretionary portfolios to choose from. As our business continues to grow, we are seeking an experienced and intellectually curious investment professional to join our team. The highly motivated Associate, Portfolio Administration & Analysis will become an integral member of our Portfolio Management & Strategy team. Working directly with the Managing Director and Lead Portfolio Manager, you will participate in virtually every aspect of the portfolio management process. This is an exceptional opportunity for an investment professional looking to expand their analytical capabilities, contribute to investment decision-making, and build a long-term career in discretionary portfolio management. This is not simply an administrative role. You will have the opportunity to contribute ideas, participate in investment discussions, and play a meaningful role in the continued development of our portfolio management platform.

Requirements

• University degree in Finance, Economics, Quantitative Finance, Commerce, or a related discipline
• Completion of the Chartered Financial Analyst (CFA) Program
• Minimum five years of experience in portfolio management, equity research, financial analysis, or investment management related field
• Strong knowledge of financial statement analysis and company valuation
• Advanced Microsoft Excel skills, including financial modelling and macros
• Excellent analytical, critical-thinking and problem-solving abilities
• Outstanding written and verbal communication skills
• Strong organizational and time management skills with exceptional attention to detail
• You are currently employed at a CIRO-regulated investment dealer, asset management firm, pension fund, or institutional investment organization and are looking for an opportunity to further your learning and where your work has direct impact.
• You enjoy analyzing companies, markets, and investment strategies, possess strong financial and accounting knowledge, and are eager to broaden your portfolio management expertise.

Nice To Haves

• Experience with LSEG Workspace (formerly Refinitiv), Dataphile, Bloomberg, Factset, is considered a significant asset
• CIRO registration is preferred

Responsibilities

• Supporting all aspects of the discretionary portfolio management process
• Assisting with investment strategy development and portfolio construction
• Conducting asset allocation and sector allocation research
• Screening, analyzing and monitoring equity investment opportunities
• Performing quantitative and fundamental investment analysis
• Assisting with portfolio risk management and performance monitoring
• Preparing economic, market, portfolio strategy and investment research reports
• Supporting portfolio managers with client communications and investment presentations
• Assisting in the ongoing management and oversight of Ventum's discretionary SMA platform
• Providing analytical support to investment professionals throughout the firm

Benefits

• Competitive salary
• Annual performance bonus
• Monthly revenue participation program
• Direct mentorship from an experienced portfolio management team
• Significant exposure to portfolio construction, investment strategy and security selection
• A collaborative, entrepreneurial culture where your contributions make a difference
• Opportunities for long-term professional growth within a leading independent investment firm
• Extensive Benefits Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level