Asset Management Associate

4 weeks ago

Vancouver, British Columbia, Canada Nicola Wealth Full time

We are seeking a highly skilled and detail-oriented Asset Management Associate to join our team at Nicola Wealth. As an Asset Management Associate, you will play a critical role in supporting our Asset Management and Portfolio Administration teams.

Key Responsibilities:

  • Monitor and approve client portfolio construction and trade recommendations, executing trades for clients in accordance with investment objective and portfolio guidelines.
  • Conduct research for model portfolio structures, asset mix, risk management, liquidity risk, and responsible investing (ESG).
  • Assist Portfolio Managers across all investment teams with cash management, mutual fund, equity, fixed income, option, and forex trading.
  • Provide assistance and training to Portfolio Administration teams.
  • Collaborate with stakeholders to resolve any issues or discrepancies in trade executions and settlements.
  • Assist the firm in meeting its compliance requirements.
  • Maintain a high level of attention to detail to ensure that trading is accurate and timely.

Requirements:

  • CFA or CIM designation with a minimum of 4 years of related work experience.
  • Prior registration as an Advising Representative (AR) or IIROC portfolio manager with provincial regulators is required. Must be AR registerable.
  • Bachelor's degree in finance, economics, or a related field.
  • Strong understanding of financial markets and an ability to make informed investment decisions.
  • Experience with trading, research, and securities analysis and security selection, including understanding of technical, fundamental, and qualitative analysis.
  • Experience with managing investment portfolios on a discretionary basis, including investment decision-making, rebalancing, and evaluating performance is considered an asset.
  • Experience with research, writing, and reporting on asset classes, economic sectors, and market-related activity is considered an asset.
  • Proficiency in Microsoft Office, with advanced Excel skills, and financial industry systems and tools. Experience with Bloomberg is an asset.
  • Excellent attention to detail and highly organized.
  • Strong interpersonal and communication skills (both written and verbal).
  • Ability to anticipate problems and solve proactively.
  • Strong analytical and mathematical ability.
  • Strong time management skills, particularly the ability to prioritize a multitude of tasks.
  • Self-motivated and able to work independently with the confidence to adapt to change.

Please include both a cover letter and resume in your application. We are an inclusive equal opportunity employer. For more information about this and other roles, visit nicolawealth.com/careers.

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