Portfolio Manager

4 days ago


Vancouver, British Columbia, Canada Parvisinvest Full time

{"h1": "Portfolio Manager Job Description", "p": "At Parvisinvest, we are shaping the future of real estate investing by providing innovative solutions to our partnered developers. Our mission is to democratize access to real estate investment opportunities through a user-friendly digital platform.

As a Portfolio Manager, you will be responsible for overseeing the selection of securities offered by our 3rd party issuer partners in the Real Estate Investment Industry (e.g., REITS, MICs, etc.) and representing them accordingly in the Parvis Direct Access Fund.

Key Responsibilities:

* Developing investment strategies and conducting research and analysis to support client recommendations and compliance needs.
* Assisting the CEO & CFO with the construction of a portfolio in model and customized formats.
* Business development to secure private and institutional capital allocations.
* Client retention, business development, and new client pursuit yearly with team support.
* Researching and documenting research to support client recommendations and compliance needs.
* Supporting compliance reports, account documentation, client and dealer forms to support as it pertains to the Parvis Direct Access Fund.
* Administration required to maintain portfolio KYC, KYP, and more.
* Management and reporting on practice management statistics for your work.
* Developing written and verbal presentations for institutional partners.

Requirements:

* Three years of relevant investment management experience in an IIROC member investment dealer preferred.
* Experience working with the IIROC dealer network.
* Finance, accounting, or business degree, undergraduate or graduate level is preferred.
* Existing securities licensing as an IR, RR, or PM in British Columbia or Ontario.
* Professional designations CFA or CIM are welcome; also desirable are CFP or RFP.
* Motivated to train on a market-leading digital investment platform.
* Familiarity with investment management trading systems and the Fundserv network.

If you are a motivated and experienced investment professional looking to join a dynamic team, please submit your application.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Parvisinvest is an equal opportunities employer and welcomes applications from diverse candidates.


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