![Westcourt Capital Corporation](https://media.trabajo.org/img/noimg.jpg)
Portfolio Manager
4 weeks ago
- Work closely with UHNW clients in identifying their investment objectives and constraints;
- Schedule, prepare and develop personalized presentation material for client review meetings;
- Coordinate with clients’ accountants, lawyers and CFOs;
- Respond to client requests and resolve complex client issues and concerns;
- Provide workflow, guidance, and mentoring to Associates, including the delegation of tasks and review of work product;
- Keep current and informed on financial news and maintain deep expertise in financial market activity;
- Participate in investment committee meetings to review current investments on the Westcourt shelf and discuss new investment opportunities;
- Review all due diligence material to stay current on all investments on the Westcourt shelf;
- Rebalance portfolios as changes occur, to reflect the client’s primary goal, target allocation and risk preferences;
- Manage custodial accounts, communicate with Portfolio Administrators to execute orders;
- Review and send monthly reports to clients with professional analysis and review;
- Manage capital call transactions on a monthly basis; and
- All other client-related tasks and projects.
- Good standing as a registered Portfolio Manager (Advising Representative) with the OSC
- Professional accreditation is required – CFA, CIM, or CAIA
- Bachelor’s or Master’s Degree in a business-related field is required
- Minimum of 5 years of relevant experience – preference for experience in the alternative investment space
- Strong written and communication skills;
- Proficient in Microsoft Suite (including excel, word and power point)
- Strong client service orientation and interpersonal skills
- Strong attention to detail
- Networking and relationship-building skills
- Industry competitive compensation package that rewards and recognizes individual contributions
- Health spending account and participation in the employee group benefit plan
- Three weeks vacation, plus additional full-office closures in August and over the December holidays
- Financial support for continued education
- Leadership support for further career development
- A dynamic, collaborative high-performing team
- Opportunities to do challenging work and grow your career
- Positive work culture emphasizing respect, diversity, and inclusion
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