Portfolio Manager

3 weeks ago

Oakville, 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. 

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