Portfolio Manager

3 weeks ago

Oakville, Ontario, Canada Bellwether Investment Management Full time

Who We Are

Bellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise.  

At Bellwether, we offer the opportunity to build a rewarding and fulfilling career. This is a place where you can realize your aspirations and achieve your goals, within a supportive and inclusive environment. By collaborating and working with talented colleagues on interesting and challenging projects and activities, every employee can make a difference and have a profound impact on our business.

We are a value-based organization with the following core beliefs:

·       All in

·       Clients come first

·       Trust is earned

·       One Team

·       Innovation answers uncertainty

·       Discipline delivers results

We are committed to providing an environment where all employees are encouraged to reach their highest potential. Please join us in striving to please our clients, in aiming to be the best you can be, and in making our Company a success.

Job Summary

We are seeking an experienced and highly skilled Portfolio Manager to join our investment management team. The ideal candidate will have a strong track record in managing individual securities and/or funds, with a deep understanding of global equities and the ability to identify investment opportunities in the US and international markets. As a Portfolio Manager, you will be. a member of Bellwether's investment team that is responsible for the management of all of our proprietary funds and strategies as well as implementing the strategy across client portfolios.

Key Responsibilities

  • Contribute to the management of equity and multi-asset funds/strategies, focusing on achieving optimal risk-adjusted returns.
  • Conduct in-depth research, analysis, and due diligence of global equity markets, with an emphasis on US and developed international markets.
  • Actively participate in tactical asset mix decisions by continually following a variety of macro factors.
  • Make informed decisions regarding asset allocation, portfolio construction, and risk management across various global equity sectors and industries.
  • Track and analyze fund performance, adjusting strategies as needed to optimize returns and reduce volatility.
  • Maintain and build strong relationships with our Family Wealth advisors and direct clients, providing insights into portfolio performance, market trends, and investment strategy.
  • Prepare regular portfolio reports, security recommendations, presentations, and performance reviews for internal stakeholders and clients.
  • Execute trades in Bellwether's pooled funds and in client portfolios

Qualifications

  • CFA Charterholder with 5-10 years of experience in managing global equity portfolios, ideally with exposure to US and international equities.
  • Proven ability to analyze global financial markets and identify investment opportunities.
  • Strong understanding of risk management principles and the ability to adjust portfolio exposures accordingly.
  • Demonstrated track record of achieving strong investment returns and outperforming benchmarks.
  • Strong communication and presentation skills, with the ability to interact effectively with clients and senior management.
  • Proficiency in financial modeling and analysis tools (e.g., Bloomberg, Excel).
  • Thrives in a team environment by openly providing feedback and listening to the opinions of colleagues – willing to do what it takes for each other.

Working conditions

  • This is a hybrid role which will be required to work in our Oakville office at least three days per week including our regular Monday morning investment meetings.

Bellwether Investment Management Inc.  is an equal opportunity employer committed to diversity and inclusion. Disability-related accommodation during the application process is available upon request. 

  • Portfolio Manager

    5 days ago

    Oakville, Ontario, Canada Vitalbio Full time

    Vitalbio is a dynamic company that is revolutionizing the landscape of point-of-care diagnostics with our groundbreaking platform, VitalOne. We are seeking a seasoned Portfolio Manager to join our team and contribute to the development and design transfer of our innovative projects within the portfolio.Job Summary:The Portfolio Manager will be responsible...

  • Cloud Portfolio Manager

    1 week ago

    Oakville, Ontario, Canada Halton Region Full time

    About Us:Halton Region is committed to delivering high-quality programs and services that make Halton a great place to live and work. As a leader in public service, we engage talented individuals who contribute to meaningful work that makes a positive difference in our community. Our team is dedicated to excellence, innovation, and collaboration, and we...

  • Real Estate Portfolio Manager

    7 days ago

    Oakville, Ontario, Canada Winchesters Full time

    Job SummaryWinchesters seeks a seasoned Vice President, Real Estate Asset Management to drive performance and maximize returns across a dynamic portfolio of transit-oriented urban high-rise developments. As a proactive leader, you will oversee multiple private equity real estate portfolios, developing robust business plans, monitoring KPIs, and communicating...

  • Portfolio Director

    3 weeks ago

    Oakville, Ontario, Canada fishRecruit Inc. Full time

    As the Portfolio Director, you are making a mark and establishing yourself in the advertising industry and are eager to take your passion and experience on a path that can take all that you have learned and aspired to do into a new capacity. A People 1st, progressive culture where your thoughts, your voice and your abilities have an opportunity to achieve a...

  • Spare Parts Portfolio Manager

    5 days ago

    Oakville, Ontario, Canada Voith GmbH Group Full time

    Job DescriptionWe are currently seeking a highly motivated Spare Parts Portfolio Manager to join our team in North America. As a key member of our regional sales development team, you will be responsible for driving the growth of our spare parts business, executing and servicing our customers' needs, and developing measures to achieve our defined goals. You...

  • Portfolio Director for High-Rise Developments

    5 days ago

    Oakville, Ontario, Canada Winchesters Full time

    About the RoleWe are seeking a seasoned professional to lead our high-rise development portfolio as a Portfolio Director. This is an exciting opportunity to leverage your expertise in strategic financial analysis and portfolio management.

  • Wealth Portfolio Strategist

    7 days ago

    Oakville, Ontario, Canada National Bank Full time

    Job OverviewIn a dynamic and supportive environment, you will have the opportunity to leverage your expertise in portfolio management, financial planning, and marketing to drive exceptional client experiences. As a Senior Wealth Associate at National Bank, you will play a key role in fostering strong relationships with clients and colleagues alike.

  • Vice President, Real Estate Asset Management

    1 week ago

    Oakville, Ontario, Canada Winchesters Full time

    Vice President, Real Estate Development Finance Oakville, ON - onsite $Are you an ambitious real estate development professional with a strong background in real estate private equity? Do you thrive on strategic financial analysis and have a proven ability to oversee complex portfolios with a focus on high-rise developments? This is an exciting opportunity...

  • High-Rise Asset Management Executive

    7 days ago

    Oakville, Ontario, Canada Winchesters Full time

    Asset Management Leadership OpportunityWinchesters is seeking a seasoned professional to fill the role of Vice President, Real Estate Asset Management. As a key member of our leadership team, you will be responsible for managing a diverse portfolio of high-rise developments, driving revenue growth, and minimizing risk. This is an exciting opportunity to...

  • Manager, Private Markets Fund

    3 days ago

    Oakville, Ontario, Canada Fengate Asset Management Full time

    Fengate is seeking a highly skilled and experienced Manger to support the launch and ongoing management of the Fengate Private Markets Fund (the Fund), a new investment product scheduled for launch at the end of 2024. The Fund represents a new strategic initiative, investing across Fengate's active portfolios in Infrastructure, Real Estate, and Private...

  • Product Manager

    2 weeks ago

    Oakville, Ontario, Canada Halton Region Full time

    Halton Region is committed to fostering a diverse, inclusive, and equitable workplace that reflects the communities we serve. We value, welcome and respect the unique perspectives and contributions of all individuals. We encourage applications from Indigenous Peoples (First Nation, Métis, Inuit), Black and racialized persons, persons with disabilities,...

  • Engineering Operations Manager

    2 hours ago

    Oakville, Ontario, Canada Suncor Full time

    Project Engineer Job Description:The Project Engineer will provide leadership, direction, and professional engineering guidance to Operations & Logistics (O&L) Products. They will be responsible for safe, cost-effective, and timely execution of high-profile economic, renewable fuels, risk mitigation, and regulatory compliance projects across 17 O&L Products...

  • Claims Operations Manager

    7 days ago

    Oakville, Ontario, Canada Independence Pet Holdings Full time

    Company OverviewIndependence Pet Holdings is a corporate holding company that manages a diverse portfolio of modern pet health brands and services. We believe pet insurance is more than a financial product, and our solutions aim to simplify the pet parenting journey and improve pet well-being.

  • 3 Days Left) Manager, Private Markets Fund

    2 days ago

    Oakville, Ontario, Canada Fengate Full time

    Fengate is seeking a highly skilled and experienced Manager to support the launch and ongoing management of the Fengate Private Markets Fund (the Fund), a new investment product scheduled for launch at the end of 2024. The Fund represents a new strategic initiative, investing across Fengate's active portfolios in Infrastructure, Real Estate, and Private...

  • Go-To-Market Product Manager

    7 days ago

    Oakville, Ontario, Canada Softchoice Full time

    Why you'll love Softchoice: We are a software-focused IT solutions and services provider that equips organizations to be agile and innovative, and for their people to be engaged, connected, and creative at work. That means moving them to the cloud, helping them build the workplace of tomorrow, and enabling them to make smarter decisions about their...

  • 15h Left Manager, Private Markets Fund

    1 week ago

    Oakville, Ontario, Canada Fengate Asset Management Full time

    Fengate is seeking a highly skilled and experienced Manager to support the launch and ongoing management of the Fengate Private Markets Fund (the Fund), a new investment product scheduled for launch at the end of 2024. The Fund represents a new strategic initiative, investing across Fengate's active portfolios in Infrastructure, Real Estate, and Private...

  • Program Manager

    7 days ago

    Oakville, Ontario, Canada BioScript Solutions Full time

    Your future starts here Reporting to the Senior Program Manager, the Program Manager is responsible for undertaking the management, planning, and implementation of specific programs/portfolio within NavieGo, the Patient Programs company of BioScript Solutions. The Program Manager role has a strong combination of project management, performance analytics,...

  • Wealth Management Assistant

    6 days ago

    Oakville, Ontario, Canada National Bank Full time

    Your Role: As a Wealth Associate, you will play a vital part in helping wealth advisors deliver exceptional customer service to our clients. Your responsibilities will include providing superior support to investment advisors, carrying out routine operations related to financial transactions, and ensuring diligent follow-up on client requests. You will also...

  • Brand Manager

    6 days ago

    Oakville, Ontario, Canada PMA Canada Full time

    About Peter Mielzynski Agencies LTD "PMA" and the MissionPMA Canada's Mission is to become Canada's Best Premium Beverage Alcohol Growth Partner. We strive to be recognized as 'Agents for Growth' focused on three core areas of People, Partnerships and Performance. We represent an enviable portfolio of leading premium spirits, wines and beer brands. We are a...

  • Store Manager

    2 weeks ago

    Oakville, Ontario, Canada Big League Food Company Retail Inc. Full time

    Job Location: Village Juicery Retail Store487 Cornwall Rd, L6J 7S8 Oakville, ONSchedule: Full Time, Mornings, Evenings and Weekends.Salary: from $40,000 to $44,000 Plus TipsBig League Food Company is the next generation of beloved food brands. The company brings together unparalleled retail, manufacturing, sales, and support capabilities that deliver...