Associate Portfolio Manager

2 months ago

Montréal QC, Canada Franklin Templeton Investments Full time

The Role

FTCC is recruiting for a client focused Associate Portfolio Manager (“APM”) to join our private wealth team, which is responsible for the delivery of investment counseling services to Canadian investors and institutions.
- Initiative and Accountability:_ The APM should proactively take on tasks to alleviate the Portfolio Manager's workload, allowing them to focus on client interactions and business development. We seek an associate who not only handles data in their daily tasks but comprehends the underlying concepts. A knowledgeable associate will independently identify and address potential errors and data discrepancies.
- Passion and Knowledge_: Building on the previous point, a passionate and knowledgeable associate will inquire about the reasoning behind tasks rather than doing their assignment and simply passing them along to the next person in line. This individual should be proactive in identifying and addressing issues, fostering a culture of continuous improvement.
- Small Accounts Management:_ We should aim to engage an associate eventually capable of handling smaller accounts under the lead Portfolio Manager. This individual would be valuable in servicing younger clients and/or children of existing clients who may not meet our minimum requirements. The associate can effectively cater to these clients through virtual interactions exclusively.

In summary, the APM role necessitates an individual who is not only proficient in the technical aspects of portfolio management but is also driven by a genuine passion for the financial markets and a proactive approach to problem-solving. This approach will ensure that the associate actively contributes to the success and integrity of our operations.

Associate Portfolio Manager (APM)
- Client Relationship Management:_-
- Interact directly with HNW clients, managing follow-up and ongoing client deliverables.-
- Partner with PMs to understand clients, attend client meetings at times, and prioritize client goals while developing solutions.-
- Establish and maintain client contact, acting as a key point of contact for clients and their advisors.-
- Take on increasing responsibility for smaller client relationships as experience grows, allowing PMs to focus on larger and more complex client relationships; and-
- Build awareness for the firms’ capabilities and assist in business development opportunities and events.- Operational and Administrative Support:_- Maintain awareness of client account activity, including systematic withdrawals, deposits, fee withdrawals, overdraft, raising cash, etc.;- Review account openings, analyze relevant document to begin KYC and ensure proper administration of accounts;-
- Maintain follow ups and ensure key metrics are met by PMs (mínimal annual review per client, ensure updated Investment Policy Statements, etc); and-
- Collaborate with private client service associates to ensure that clients are onboarded in a smooth and seamless way.- Portfolio Management_-
- Incorporate Investment Strategy Committee (“ISC”) views in portfolios and ensure compliance with their respective targets and current tactical asset allocation;-
- Review accounts, suggest appropriate actions to uphold asset allocation and ISC views;-
- Develop and maintain deep understanding of investment products and strategies;-
- Understand different account types (RRSP, TFSA, Corp, LIRA, etc);-
- Assist in the development and implementation of Investment Policy Statements and Investment Proposals for new and existing clients;-
- Liaise with Performance department and portfolio administrators to ensure portfolios are properly set up for performance measurement, including benchmarks and composites;-
- Prepare presentations for proposal and client review meetings. Understand concepts that the PM wants to present to clients and proactively adjust the presentations accordingly; and-
- Sign off on trade recommendations compiled by the Analyst/Trader and provide back up for this function as required. Qualifications/skills:- Bachelor’s degree or equivalent-
- At least three years of relevant portfolio management experience supporting clients in a wealth management team;-
- Must be able to register as an Advising Representative or Associate Advising Representative with provincial Securities Commissions;-
- Progress or completion of a Certified Investment Management Analyst (CIMA), Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) and/or Canadian Investment Manager (CIM) designation would be considered an asset.-
- Must be fluent in French, both verbally and written,-
- Strong verbal and written communication skills;-
- Detail oriented, ability to work independently and proactively-
- Proficiency with word processing, spreadsheet and presentation software;-
- Prior experience managing high net worth clients in a servicing/sales capacity; and-
- Strong analytical and relationship building skills. ____________________________________

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