Investment Management Associate
4 days ago
We are a full-service investment counsel operating across Canada with offices in Vancouver and Edmonton.
Our focus is on the stewardship of investment portfolios for motivated investors, seeking strong performance and risk-managed results.
We hold true to our 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.
Job OverviewThis role rotates through Pathfinder's 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.
Key Responsibilities- Manage new client on-boarding: paperwork, transfers & administration (50%)
- 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
- 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)
- Work with and assist application development team to improve processes and digitize workflows
- Filing and scanning for all teams as needed
- 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
- Available to recent graduate with Bachelor's or Master's degree
- Canadian Securities Course is an asset
- Excellent verbal and written communication skills
- High emphasis on ethics and integrity
- Attention to detail and quality of service
Estimated Salary: $60,000 - $80,000 per year based on location and experience.
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