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Assistant Portfolio Manager

4 months ago

Toronto, Canada WTW Full time

The Portfolio Management Group is responsible for designing and constructing multi-asset portfolios for clients who have outsourced this to WTW. As a member of the Portfolio Management Group, you will be actively involved in portfolio construction, real time portfolio management and continuous oversight of portfolios. You will have exposure to the end-to-end investment process and have an opportunity to contribute to positive outcomes of discretionary clients as you gain understanding of our processes and develop portfolio management and asset class knowledge. You will work closely with various internal local and global teams, as well as preferred investment managers, to ensure efficient implementation and oversight of client portfolios.
- Analysis and support of portfolio construction decisions for portfolios invested across a range of global asset classes
- Contributing to the development of proposals for portfolio construction, identifying and following up on areas requiring further analysis
- Support preparation of agendas and create materials for Canadian Portfolio Management Group meetings including formal portfolio reviews
- Prepare written and analytic materials that present and support investment recommendations and actions
- Draft and maintain clear documentation of portfolio decisions, including support for an audit trail regarding client specific differences from model portfolios
- Oversight to ensure that all proposed investment strategies are in line with client guidelines and objectives and assist in ensuring correct implementation of portfolio management decisions for client portfolios
- Analysis of cash flow management needs in coordinate with Operations and Client Teams
- Building effective working relationships on cross-functional teams in Canada across Operations, Strategy, Investment, Retirement and Business Development. Globally you will collaborate with colleagues within Portfolio Management Groups, Research, and Operational Due Diligence areas of our business.
- Exercising project management skills as you collaborate with others to ensure projects are delivered efficiently
- Contribute to the growth of the delegated business supporting business development proposing appropriate model portfolios and modeling or overseeing the modeling of those portfolios
- Typically, someone in this role would have 5+ years of relevant work experience
- An undergraduate degree with progress toward Chartered Financial Analyst or Chartered Investment Manager, or willingness to pursue with diligence, is required in order to become registered as an Associate Advising Representative
- We are looking for an individual who:

- thrives in an inclusive, highly collaborative work environment
- has a keen appreciation of process
- is comfortable working on cross functional teams in a dynamic and often fast-paced environment
- has a track record of delivering accurate, high-quality work
- Demonstrable knowledge of the Canadian investment environment including experience with defined benefit pension plans managing within an asset liability framework and/or endowments and family offices is beneficial
- French/ English bilingualism an asset
- Location for this role is flexible within Canada with a preference for those willing to work eastern time zone business hours.