Portfolio Manager

3 weeks ago


Richmond British Columbia, Greater Vancouver, Canada Private investment capital company Part time

Compensation:

$60 CAD per hour, contractual position

Part-time

Bonus pay for capital raising


Overview:

We are seeking a UDP - Registered Advising Representative to join our team. The ideal candidate will possess excellent communication skills and be able to assist customers effectively.


Duties:

Experience Level: Senior

We are seeking a highly motivated and experienced professional to join our team as an Ultimate Designated Person (UDP) - Registered Advising Representative. This role is pivotal in ensuring compliance with regulatory requirements and supervising AAR on investment strategies.

As the Hedge Fund UDP - Registered Advising Representative, you will be responsible for overseeing the firm's adherence to regulatory standards, ensuring the integrity of our investment advice, and acting as the ultimate designated person within the firm.


Key Responsibilities:

  • Regulatory Oversight: Ensure compliance with all relevant regulations and standards, including those set by securities regulators and governing bodies.
  • Supervision: Provide supervision on investment strategies and portfolio management, ensuring alignment with client objectives and market opportunities.
  • Leadership: Act as the Ultimate Designated Person (UDP) within the firm, assuming responsibility for the firm's compliance culture and practices.
  • Capital raising: 1% bonus for capital raising


Qualifications:

  • Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree is preferred.
  • Certifications: Chartered Financial Analyst (CFA) or Chartered Investment Manager (CIM) designation is required. Previously registered with BCSC as an advising representative.
  • Experience: Minimum of 5 years of experience in investment management.
  • Regulatory Knowledge: Knowledgable of regulatory requirements for hedge funds and experience in a compliance-focused role.
  • Leadership Skills: Proven leadership and management abilities, with experience in a senior compliance or advisory role.


  • Richmond, British Columbia, Greater Vancouver, Canada Hays Full time

    Electrical Project Manager/Estimator for a Large Electrical Contractor based in Richmond, BC. Your new Company: Our client boasts over 30 years of experience in the Electrical Construction Industry, successfully completing a wide range of projects. Their portfolio includes Office Buildings, High-rise Residential and Mixed-Use Developments, Retail Spaces,...

  • VP, Private Banker

    4 days ago


    Surrey, British Columbia, Greater Vancouver, Canada Squires Partners Inc. Full time

    VP, Private Banker – BERMUDAConsider relocating to put your Private Banking background to good use in balmy, low-tax Bermuda! Enjoy an idyllic island lifestyle, gain valuable experience in a premier offshore financial center while earning a USD based income with low taxation (approx. 8%).We are searching for a highly qualified professional to join our...


  • Surrey, British Columbia, Greater Vancouver, Canada Altis Recruitment Full time

    Altis Recruitment is grateful to partner with an organization within the Broader Public Sector to support the recruitment of a Talent Acquisition Specialist. This is an exciting 12-month contract opportunity, working 3x/week in the office in Surrey, BC. If you are looking to join an outgoing, dynamic team of Recruitment professionals, this role is for you!...

  • Intern Architect

    2 weeks ago


    Surrey, British Columbia, Greater Vancouver, Canada Hays Full time

    Your new companyYour new company has been providing professional architectural services since 1963. With offices located in Surrey and Kelowna BC, they have a significant portfolio of new construction, renovations, additions, upgrades and planning projects. These include numerous civic buildings, post-secondary, and institutional projects ranging up to $50...


  • Burnaby, British Columbia, Greater Vancouver, Canada Wondershare Technology Full time

    About WondershareWondershare Canada employs over 50 technology-loving marketers, video makers, animators, and designers who are highly energetic and fully dedicated to Wondershare.Our mission is to build technology and software products that make every idea achievable for the new generation of creatives. And we empower our Canadian team to take on the most...


  • Burnaby, British Columbia, Greater Vancouver, Canada Wondershare Technology Full time

    About WondershareWondershare Canada employs over 50 technology-loving marketers, video makers, animators, and designers who are highly energetic and fully dedicated to Wondershare.Our mission is to build technology and software products that make every idea achievable for the new generation of creatives. And we empower our Canadian team to take on the most...


  • Burnaby, British Columbia, Greater Vancouver, Canada Scott Construction Group Full time

    Opportunity SummaryWe are looking for a strategic pursuit specialist- an excellent communicator, marketer, and writer to grow our business nationally. Reporting to the Business Development Director, we are looking for a team player who can lead a pursuit process, communicate effectively, manage multiple concurrent initiatives, and execute with...


  • Langley, British Columbia, Greater Vancouver, Canada United Traffic Control Part time

    United Traffic is hiring a part-time Dispatcher to work out of our office in Langley. This role is on-site and not remote. Training times will vary over the first few weeks. The normal schedule, with expected flexibility for coverage, will be Monday to Friday 5am to 10am. No previous dispatching experience is needed but strong English communication skills,...

  • Portfolio Manager

    2 months ago


    Richmond, Canada HYCROFT CAPITAL INC. Full time

    Job Title: Portfolio Manager Term: Permanent full time Working hours: 40 Hours/Week **Salary**: $ 42 /Hour Work location: 2090-4000 No. 3 Road, Richmond, BC, Canada V6X0J8 HYCROFT CAPITAL INC. is looking for a Portfolio Manager to provide clients with professional investment and financial analysis service. **Essential Duties and Responsibilities** -...

  • Portfolio Manager

    5 days ago


    Richmond, British Columbia, Canada HYCROFT CAPITAL INC. Full time

    Job Title: Portfolio ManagerTerm: Permanent full timeWorking hours: 40 Hours/WeekSalary: $ 42 /HourWork location: No. 3 Road, Richmond, BC, Canada V6X0J8HYCROFT CAPITAL INC. is looking for a Portfolio Manager to provide clients with professional investment and financial analysis service.Essential Duties and Responsibilities Collect and analyze real estate...


  • Vancouver, British Columbia, British Columbia, Canada The Portfolio Group Full time

    The Portfolio Group is hiring for a Health & Safety Advisor. You will provide health and safety advice, support, recommendations and solutions as part of my client’s health and safety support services. You will be working on site on a full time basis in our Vancouver office. There is significant potential for upward mobility for successful hires....


  • Vancouver, British Columbia, British Columbia, Canada The Portfolio Group Full time

    The Portfolio Group is hiring for a Health & Safety Advisor. You will provide health and safety advice, support, recommendations and solutions as part of my client’s health and safety support services. You will be working on site on a full time basis in our Vancouver office. There is significant potential for upward mobility for successful hires....

  • Portfolio Manager

    2 months ago


    Richmond, Canada HYCROFT CAPITAL INC. Full time

    Education: Bachelor's degree - Experience: 5 years or more **Tasks**: - Collect financial and investment information about companies, stocks, bonds and other investments - Examine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends) - Prepare company, industry and economic outlooks,...


  • Richmond Hill, Ontario, Canada Mamoru Canada Ltd Full time

    About the companyMamoru Canada Limited is the bridge that connects the east and the west, traditional financial markets, and the crypto world. The investment objectives of Mamoru Canada include Proprietary trading, ETF, and Venture Capital. We adopt multi-strategies to minimize the impact of market turbulence and improve liquidity, and more importantly, gain...

  • Finance manager

    2 months ago


    British Columbia, Canada alphanumeric Full time

    Executive Office Global Group Operating and Family Office CFO (Remote) Remote, BC Posted: 1/24/2024 Job Description Job ID#: 203 Executive Office Elevation Capital - is a group of internationally impactful companies spanning consumer packaged goods, hospitality, technology, real estate, non-profit, and venture funding. Run by a highly...

  • Portfolio Analyst

    4 days ago


    Richmond, Canada Gentai Capital Corporation Full time

    Gentai Capital Corporation (GCC) is once again named one of **Canada’s Top-Growing Companies by The Globe and Mail, 4th time in the past 4 years! **GCC is one of Canada’s fastest-growing companies with a 10-year track record of earning investors a consistent absolute above-average return, specializing in both residential and commercial mortgage national...

  • Loan Manager

    2 months ago


    British Columbia, Canada Agentis Capital Full time

    **About Grasslands** Grasslands is a Canadian financial services and lending business with offices in Vancouver and Calgary and a significant existing portfolio of insurance-backed loans. Grasslands is rapidly advancing its position as a financial institution by combining its insurance, lending and securitization expertise with advances in technology to...

  • Territory Manager

    4 weeks ago


    British Columbia, Canada Canadian Clinical Cannabinoids Full time

    Territory Manager – BRITISH COLUMBIA Role Profile: We are currently seeking a BC Territory Manager to join our team. Reporting to the CEO, the Territory Manager will be the face of CCC Inc., House Brands ( The Loud Plug , Terp Gush, The Republic) within the BC retail community, working to maximize our success within their market. We are looking for...


  • Richmond Hill, Ontario, Canada MEAG Full time

    Portfolio AdministratorCompanyMEAGLocationYork, United StatesMunich Re Group is one of the world's largest reinsurers. It was founded in 1880 and is based in Munich, Germany.Munich Re is a global operation that spans all continents and has 3 separate business pillars: reinsurance, primary insurance and health.MEAG New York Corporation (MEAG NY) is a an...


  • British Columbia, Canada Reliance Insurance Full time €120,000

    Unleash your creativity with the freedom to steer your path, supported by a team that's not just colleagues, but family Reap the rewards for your fantastic efforts with a solid $80,000+ base salary, and the opportunity to skyrocket up to $120,000 annually Join Our Family: Your Forever Home Awaits at Reliance Insurance! We’re Reliance Insurance, a...


  • British Columbia, Canada Lloyd Sadd Insurance Brokers Full time

    The Account Manager is responsible for managing a portfolio of clients while providing overall direction to the Account Assistant. Account Managers are expert advisors responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business. In...

  • Portfolio Manager

    3 weeks ago


    Richmond, Canada Private investment capital company Full time

    Part Time / Full Time We are seeking a UDP - Registered Advising Representative to join our team. The ideal candidate will possess excellent communication skills and be able to assist customers effectively.Duties:Experience Level: SeniorWe are seeking a highly motivated and experienced professional to join our team as an Ultimate Designated Person (UDP) -...

  • Portfolio Manager

    3 weeks ago


    Richmond, Canada Private investment capital company Full time

    Part Time / Full Time We are seeking a UDP - Registered Advising Representative to join our team. The ideal candidate will possess excellent communication skills and be able to assist customers effectively.Duties:Experience Level: SeniorWe are seeking a highly motivated and experienced professional to join our team as an Ultimate Designated Person (UDP) -...

  • Portfolio Manager

    3 weeks ago


    Richmond, Canada Private investment capital company Full time

    Part Time / Full Time We are seeking a UDP - Registered Advising Representative to join our team. The ideal candidate will possess excellent communication skills and be able to assist customers effectively.Duties:Experience Level: SeniorWe are seeking a highly motivated and experienced professional to join our team as an Ultimate Designated Person (UDP) -...


  • British Columbia, Canada Alliance for Arts and Culture Full time

    Founded in 1933, Banff Centre for Arts and Creativity is a learning organization built upon an extraordinary legacy of excellence in artistic and creative development. What started as a single course in drama has grown to become the global organization leading in arts, culture, and creativity across dozens of disciplines. From our home in the stunning...


  • Richmond, Canada Paladin Security Full time

    Portfolio Resource Coordinator The Portfolio Resource Coordinator (PRC) is responsible for ensuring that their group of sites and employees are supported by providing administrative support, strategically scheduling to reduce overtime, and facilitating training and clearance requirements. **RESPONSIBILITIES**: - Strategically identify open shifts / open...


  • British Columbia, Canada Dodge Industrial, Inc. Full time

    The Regional Sales Manager (RSM) is leading for Dodge/RBC product lines, the sales and business development activities in its region Regional Sales Manager will champion the sales growth initiatives and develop key relationships with Channel Partners (Distributors), OEMs and major strategic end users. Working in conjunction with the MPT Field Sales...


  • British Columbia, Canada Dodge Industrial, Inc. Full time

    The Regional Sales Manager (RSM) is leading for Dodge/RBC product lines, the sales and business development activities in its region Regional Sales Manager will champion the sales growth initiatives and develop key relationships with Channel Partners (Distributors), OEMs and major strategic end users. Working in conjunction with the MPT Field Sales...