Associate (Inter-departmental Rotation)

4 days ago

Vancouver, Canada Pathfinder Asset Management Limited Full time

**Associate (inter-departmental rotation) in Vancouver, BC**

Pathfinder Asset Management Limited is a full-service Investment Counsel operating across Canada with office presence in Vancouver and Edmonton.

Since the beginning, our focus has been the stewardship of investment portfolios for motivated investors, seeking strong performance and risk-managed results.

Pathfinder holds true to its Equally Invested culture, where employees pay same fees and invest in same mandates as clients. We develop trusting relationships with our clients by aligning our interests with investors, utilizing consistent approach to investment management, and providing high level of service and transparency.

**Overall Role**

Rotate working within Pathfinder Client Service, Operations, and Investment Teams. The position is responsible for general assistance related to clients, the investment management team, trade and office support. This includes paperwork, client communication, modeling, research, trading and various types of administrative support and ad hoc tasks.

**ACTIVITY A: Client Service and Business Development Support (50%)**

Manage new client on-boarding: paperwork, transfers & administration

Assist and resolve client requests or issues

Assist Investment Counsel Team with account reviews

Prepare new client and existing annual packages

Assist with prospect proposals & financial planning

Participate in cold calling

**ACTIVITY B: Trading, Operations, Administration & Office Support (25%)**

Assist Trade Team with market transactions

Communicate with custodians and brokers as required

Trading and Settlements of public and private transactions

Assistance with Investment Policy Statements (checking account compliance, generating IPS)

Filing and scanning for all teams as needed

**ACTIVITY C: Research Assistance (25%)**

Financial modeling and coverage of specific companies and industries

Preparation of morning compliance package

Preparation of daily macro package

Administration of daily data models and trade platform

Special projects as assigned by investment team

**Preferred Qualifications**

Available to a recent graduate with Bachelor’s or Master’s degree

Canadian Securities Course is asset

Strong Excel skills

Excellent verbal and written communication skills

High emphasis on ethics and integrity

Attention to detail and quality of service

Pay: $55,000.00-$65,000.00 per year

Additional pay:

- Bonus pay

**Benefits**:

- Company events
- Dental care
- Employee assistance program
- Extended health care
- Paid time off
- Tuition reimbursement
- Vision care

Flexible language requirement:

- French not required

Schedule:

- 8 hour shift

Ability to commute/relocate:

- Vancouver, BC V6E 3X1: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Are you OK with credit, criminal, employment, and education background check conducted by third-party?

**Education**:

- Bachelor's Degree (required)

Work Location: In person

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