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Portfolio Manager

5 months ago

Victoria, Canada Westerkirk Full time

Westerkirk Capital Inc. is an equal opportunity employer and encourages women, Aboriginal people, persons with disabilities, and members of visible minorities to apply. Westerkirk Capital Inc. will accommodate the needs of applicants with disabilities throughout all stages of the selection process. If you need accommodation during the recruitment process, please advise your Human Resources representative. Information relating to the need for accommodation and accommodation measures will be addressed confidentially.

Summary

Westerkirk Capital Inc. (‘WCI’), a private investment company based in Victoria, BC, is seeking a Portfolio Manager. The organization is a single-family office investment enterprise managing assets via internal direct and third-party/external managers across a variety of portfolios and asset classes including fixed income, public equity, private equity, hedge funds, infrastructure, and real estate.

Opportunity

The Portfolio Manager will be responsible for providing investment advice for a portfolio of long-term-orientated, direct, co-investment, fund, and private equity investments. The focus of the successful incumbent will be to develop investment recommendations and to support the build-out of investment infrastructure for our expanding portfolios and platforms.

Accountabilities

**Lead the investment team in the following areas**:

- Develop and maintain a trusted business relationship with existing clients.
- Understand client and fund investment goals, preferences, and risk tolerances.
- Use internal and external networks to source potential direct, co-investment, fund, and private equity investments.
- Use a systematic and structured approach to develop, research, and propose private equity investment theses.
- Review and assess recommendations made by third-party consultants.
- Lead the investment due diligence and onboarding process including coordination of third-party advisors and internal teams (legal, tax, etc.).
- Monitor the relevant risks and opportunities of existing investments and any significant changes against the original investment thesis and strategy.
- Systematically develop objective views on the long-term health and potential of investments within the portfolio.
- Prepare and present investment cases to investors and boards advising them.
- Continually refine and improve the investment selection and monitoring processes.
- Stay current and provide updates on investment industry trends.

**Qualifications**:

- Passion for investing, structured and strategic thinking, and private equity markets overall.
- Proven track record of 5+ years of experience in private equity, investment banking, and/or family office investment roles.
- Expertise in fundamental analysis and modeling.
- Expert-level user of Excel, with some coding experience.
- Understanding of thematic investment trends and impact investing.
- Preference for MBA and CFA charter holder or equivalent education/experience.
- Able to travel as needed.

**Skills**:

- Care and enthusiasm in managing client relationships.
- Good investment perspective and humility, able to re-evaluate recommendations.
- Able to work independently to deliver high-quality analysis and reports.
- Able to cultivate partnerships and work collaboratively in a team environment.
- Strong verbal communication and interpersonal skills.
- Capable of using the utmost discretion when handling confidential and sensitive material.
- Commitment to high ethical standards as well as a positive, cooperative attitude.