Academic Portfolio Manager

1 week ago

Old Toronto, Canada Westcourt Capital Corporation Full time
p>Firm Description

Westcourt Capital specializes in the sourcing and due diligence of alternative investment strategies and in the construction of diversified alternative-focused investment portfolios designed to protect capital and provide attractive risk-adjusted returns in all market environments. As a registered Portfolio Manager, Westcourt has advised on the allocation of over $5 billion in assets since the firm was founded in 2009. For further information please refer to our website at www.westcourtcapital.p>

Position Description

Westcourt is growing its Client Services team by adding two registered Portfolio Managers. Westcourt’s PMs are responsible for working with Westcourt clients by providing best in class service and sophisticated investment advice. The duties will include but are not limited to:

  1. Work closely with UHNW clients in identifying their investment objectives and constraints;
  2. Keep current and informed on financial news and maintain deep expertise in financial market activity;
  3. Participate in investment committee meetings to review current investments on the Westcourt shelf and discuss new investment opportunities;
  4. Review all due diligence material to stay current on all investments on the Westcourt shelf;
  5. Rebalance portfolios as changes occur, to reflect the client’s primary goal, target allocation and risk preferences;
  6. Manage custodial accounts, communicate with Portfolio Administrators to execute orders;
  7. Review and send monthly reports to clients with professional analysis and review;
  8. Bachelor’s or Master’s Degree in a business-related field is required;
  9. Minimum of 5 years of relevant experience – preference for experience in the alternative investment space;
  10. Proficient in Microsoft Suite (including Excel, Word and PowerPoint);
  11. Networking and relationship-building skills.
  12. Health spending account and participation in the employee group benefit plan;
  13. Three weeks vacation, plus additional full-office closures in August and over the December holidays;
  14. Positive work culture emphasizing respect, diversity, and inclusion.

Work Location

The primary place of work will be at Westcourt’s head office. Westcourt has currently implemented a hybrid model where employees will be expected to physically attend and work at Westcourt’s head office for part of the week and work remotely for the remainder of the week.

Inclusion & Equal Opportunity

Westcourt is an equal opportunity employer committed to diversity, inclusion, and respect in the workplace.

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