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Associate, Institutional Clients

4 weeks ago

Vancouver, Canada Leith Wheeler Investment Counsel Full time

Leith Wheeler Investment Counsel Ltd. Is an employee-owned firm, headquartered in Vancouver with offices in Calgary and Toronto. We manage over $28 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada.

We are looking for an Associate to support our team of Portfolio Managers and work alongside our Associates. The Associate role plays a critical function in providing a variety of portfolio information to institutional clients, investment consultants, and other service providers.

If you are aiming for a career in the investment industry, are passionate about client service, and thrive in a dynamic team-based environment, this opportunity is tailor-made for you.

**Responsibility Areas**:

- Support the team of Portfolio Managers in servicing client relationships
- o Coordinating and responding to cash flow requests (validating requests, seeking allocations from Portfolio Managers, and coordinating execution with internal parties)
- Assist with monthly and quarterly report generation
- o Verify and analyze performance results
- o Tailor reports to meet client requirements
- Performance verification and attribution analysis
- Respond to information requests from Portfolio Managers, clients, investment consultants, and other service providers in a timely manner
- Prepare (i) presentation material for clients, (ii) due diligence questionnaires and (iii) prospective client proposals (RFPs)
- Continually work towards improving existing processes and procedures
- Assist with various projects within team and around the firm, as required

**Qualification and Experience**:

- Bachelor of Commerce degree or similar
- 2 to 3 years of experience working in financial services is an asset
- Proficiency in Excel, Word, Power Point, and Outlook
- Enrollment in the CFA program is an asset
- Familiarity with Bloomberg, Advent, and Salesforce software is an asset

**Attributes for success**:

- Positively contributing to our Culture Blueprint - Character (Be Genuine), Connection (Build Relationships), and Commitment (Deliver Excellence)
- Impeccable professional ethics and integrity
- Highly proficient at managing multiple tasks and changing priorities
- Ability to make informed decisions under tight deadlines
- Excellent verbal & written communication skills
- A keen eye for detail
- Passionate about financial markets
- Thrives in a team-based environment

Pay: $65,000.00-$70,000.00 per year

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site gym
- Paid time off
- Vision care

Schedule:

- Monday to Friday

**Education**:

- Bachelor's Degree (required)

Work Location: In person