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Portfolio Strategist

2 months ago


Toronto, Ontario, Canada Harbourfront Wealth Management Full time
About the Role

Harbourfront Wealth Management Inc. is a leading wealth management firm seeking a skilled Portfolio Manager to join our team in Toronto. As a Portfolio Manager, you will play a critical role in our investment process, working closely with our experienced team to identify and evaluate investment opportunities.

Key Responsibilities
  • Investment Research: Conduct in-depth research and due diligence on third-party private market strategies, analyzing the firm, investment team, investment philosophy, and investment process.
  • Quantitative Analysis: Conduct detailed quantitative analysis on third-party holdings and performance measures to identify key risk factors of individual strategies.
  • Market Monitoring: Continuously monitor the macroeconomic environment and key indicators related to investment strategies.
  • Governance Support: Support the Office of the CIO in governance activities surrounding the Investment Committee and the Product Review Committee.
  • Research and Presentation: Document and publish research, lead/assist in presentation work, and contribute to investment research and approval-related activities.
  • Collaboration: Collaborate with the Office of the CIO on projects as requested.
Requirements
  • CFA designation is a requirement.
  • An undergraduate degree in a related field.
  • Approx. 5 years of industry experience.
  • Effective organizational, decision-making, and problem-solving skills.
  • Ability to write and present to external audiences.
  • Proficiencies with the entire MS Office suite (Outlook, Word, & Excel) and trading software.
About Us

Harbourfront Wealth Management is a dynamic industry leader specializing in wealth management and advisory services for clients seeking innovative investment solutions. We are a fast-growing employee-owned firm and CIRO registered securities dealer. Our core values start with the belief that great people make great companies.

We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.