Associate Portfolio Manager
About The Position
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them. The Ascendant Wealth Partners (AWP) team is a Toronto-based boutique investment management firm within RBC Dominion Securities that is committed to a holistic approach, integrating financial, tax, and legal considerations with a focus on client service. This highly performing Advisory Team consists of 30 professionals, including 7 Partners, and is entrusted with managing over $8 Billion of capital offering unbiased, personalized advice to families and institutions. The Ascendant Wealth Partners (AWP) team is currently seeking a dynamic and experienced Associate Portfolio Manager who excels in crafting tailored investment strategies for our high-net-worth clientele. The successful candidate will help shape the execution of our investment management and asset allocation strategies. This person will be a key member of the AWP team and will report directly to the heads of AWP’s Investment Research and Asset Allocation, respectively.
Requirements
- University Degree in a related field (Economics and/or Business)
- Chartered Financial Analyst designation or CFA Level 1 with willingness to work towards completion
- 3-5 years’ experience in asset allocation or investment strategy within the investment management industry
- Exceptional written and verbal communication in English
- Experience working in a collaborative team environment
- Strong understanding of portfolio theory and asset allocation models
- Proficient in Excel and other portfolio analytic systems such as FactSet, Bloomberg etc
Nice To Haves
- CFP Designation (Certified Financial Planner)
- Experience with capital market assumptions, scenario analysis and portfolio optimization tools
Responsibilities
- Contribute to tactical asset allocation analysis and decisions based on macro-economic conditions and quantitative analysis.
- Perform portfolio construction and optimization across asset classes.
- Prepare asset allocation materials and present recommendations to Asset Allocation committee and AWP partners.
- Support client communication by articulating asset allocation recommendations and market outlook.
- Stay current on global economic trends and research.
- Perform ad-hoc deep analysis on specific asset classes, as required.
- Prepare investment committee materials.
- Involved in third party manager due diligence and monitoring.
- Lead third party manager peer benchmarking, quantitative analysis and qualitative review process.
Benefits
- bonuses
- flexible benefits
- competitive compensation
- commissions
- stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to take on progressively greater accountabilities
- Opportunities to building close relationships with clients
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
