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Portfolio Manager

2 months ago

Old Toronto, Ontario, Canada Westcourt Capital Corporation Full time
About Westcourt Capital Corporation

Westcourt Capital Corporation is a leading provider of alternative investment solutions, specializing in the sourcing and due diligence of innovative investment strategies. Our team of experienced professionals is dedicated to delivering exceptional service and sophisticated investment advice to our clients.

Job Summary

We are seeking a highly skilled and experienced Registered Portfolio Manager to join our Client Services team. As a key member of our team, you will be responsible for working closely with our clients to identify their investment objectives and constraints, and providing personalized investment advice and guidance.

Key Responsibilities
  1. Client Relationship Management: Develop and maintain strong relationships with our high net worth clients, understanding their investment goals and risk tolerance.
  2. Investment Advice: Provide expert investment advice and guidance to clients, including the development of personalized investment plans and the selection of suitable investment products.
  3. Portfolio Management: Manage client portfolios, including the rebalancing of assets and the execution of trades.
  4. Communication: Communicate effectively with clients, providing regular updates on their investment portfolios and addressing any concerns or questions they may have.
  5. Team Collaboration: Work closely with other members of our team, including investment analysts and portfolio administrators, to ensure seamless delivery of our services.
Requirements
  1. Professional Qualifications: Good standing as a registered Portfolio Manager (Advising Representative) with the OSC, and professional accreditation such as CFA, CIM, or CAIA.
  2. Education: Bachelor's or Master's Degree in a business-related field.
  3. Experience: Minimum of 5 years of relevant experience in the alternative investment space, with a strong track record of delivering exceptional results.
  4. Skills: Strong written and communication skills, proficiency in Microsoft Suite, and a strong client service orientation.
What We Offer
  1. Competitive Compensation: Industry-competitive compensation package that rewards and recognizes individual contributions.
  2. Benefits: Comprehensive benefits package, including health spending account and participation in the employee group benefit plan.
  3. Professional Development: Opportunities for continued education and professional development, including financial support for further education and leadership support for career advancement.
  4. Dynamic Work Environment: Collaborative and dynamic work environment that emphasizes respect, diversity, and inclusion.