Associate Portfolio Manager
4 weeks ago
RBC Dominion Securities Inc. is seeking a skilled Associate Portfolio Manager to join our team in Vancouver, BC.
Key Responsibilities- Collaborate with Senior Portfolio Managers to develop and implement tailored investment strategies for high-net-worth clients.
- Proactively manage a substantial portfolio of over one billion dollars across various asset classes.
- Implement investment policy decisions, monitor asset mixes, rebalance portfolios, and manage risk.
- Assist with day-to-day portfolio review, asset allocation rebalancing, and executing trades as directed by the Portfolio Manager.
- Prepare and deliver market commentaries and portfolio performance reviews.
- Conduct research analysis and participate in regional/national projects to improve investment solutions.
- University degree in business or a related field.
- Chartered Financial Analyst (CFA) designation.
- Excellent understanding of investment industry and financial products.
- Strong Microsoft Office Suite skills.
- Meticulous attention to detail and excellent time management skills.
- Ability to understand and interpret investment solutions, markets, economy, and communicate to various audiences.
- Good knowledge of business trends and sales methodologies in the wealth management industry.
- Minimum 3 years portfolio management experience.
- Minimum 5 years investment industry experience.
- Exceptional written and verbal communication in English.
- Opportunity for growth and learning with a dynamic team of investment professionals.
- Responsibility and impact on society through SRI discipline.
- Comprehensive Total Rewards Program including bonuses and flexible benefits.
- Leaders who support your development through coaching and managing opportunities.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.
- Opportunities to take on progressively greater accountabilities.
- Opportunities to build close relationships with clients.
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