Portfolio Manager

**Pacifica Partners | Capital Management** is seeking a skilled and investment‑focused **Portfolio Manager** (or Associate Portfolio Manager) to join our growing team. This is a **registrable role with the BCSC** and will work directly with our **Chief Investment Officer** and a roster of high‑net‑worth clients across North America.

**About Pacifica Partners**

Pacifica Partners is an established and fast growing discretionary investment management firm now in its **18th year of operation**, managing **over $650 million** in assets for clients. We are registered as a portfolio manager with Canadian securities regulators in all ten Canadian provinces as well as an RIA with Securities Exchange Commission in the US. We specialize in serving high‑net‑worth clients, professionals, retirees and multi-generational families across North America. Our investment process involves combining disciplined **fundamental and technical analysis** with active risk management.

We value independent thinking, strong relationships, and continuous improvement in pursuit of exceptional client outcomes.

Our head office is located in **Surrey, BC (152nd & Highway 10)**. Remote work arrangements may be considered following onboarding.

**Role Overview**

You will work closely with the CIO on investment strategy, research, and portfolio oversight, while also acting as a trusted advisor to a select group of clients. This role is ideal for someone who thrives in a small‑team environment with structured but independent work, enjoys deep analytical work, and excels in client communication.

**Responsibilities**

**Investment & Portfolio Management (Approx. 50%)**
- Conduct ongoing **industry, sector, and security‑level research** to support portfolio decisions.
- Generate investment ideas and contribute actively to firm‑wide strategy discussions.
- Assist the CIO with **position monitoring, investment universe evaluation, and watchlist oversight**.
- Prepare investment commentary, thematic insights, and market‑related analysis for internal and client communication.
- Monitor existing holdings and recommend portfolio adjustments aligned with client objectives and firm philosophy.

**Client Advisory & Relationship Management (Approx. 50%)**
- Advise a roster of high‑net‑worth clients across Canada and the U.S.
- Conduct client meetings, review portfolios, discuss financial goals, and present market insights.
- Respond to client inquiries with professionalism, accuracy, and a focus on service excellence.
- Prepare customized portfolio reviews, performance summaries, and financial recommendations.
- Ensure all client interactions and recommendations meet compliance, regulatory, and documentation standards.

**Qualifications**

**Required**
- Eligible for registration as a **Portfolio Manager (PM)** or **Associate Portfolio Manager (APM)** with the BCSC.
- Strong foundation in investment analysis, portfolio theory, and capital markets.
- Exceptional written and verbal communication skills.
- Ability to manage multiple competing priorities in a fast‑paced environment.
- Professionalism, integrity, and a client‑first mindset.
- A Bachelors degree in Finance or a related field of study.

**Preferred**
- **CFA charter holder** strongly preferred.
- **CMT designation** considered a significant asset.
- Experience presenting investment concepts and market insights to clients.
- Proficiency with Office 365; familiarity with portfolio management tools is an asset.

**Personal Characteristics**
- **Analytical thinker** with strong attention to detail.
- **Professional communicator**, capable of simplifying complex market concepts for clients.
- **Self‑driven** and able to take ownership of research, ideas, and client relationships.
- **Team‑oriented**, collaborative, and comfortable working alongside senior leadership.
- **Adaptable**, with the ability to shift seamlessly between deep analytical work and high‑touch client service.
- **Client‑centric**, with a genuine interest in helping clients achieve financial security and long‑term success.

**Compensation & Benefits**
- **Salary**: Commensurate with experience and registration level.
- **Annual Bonus**: Dependent on individual and firm performance.
- **Health benefits**: Up to $2,000/year through a personal health spending account.
- **Vacation**: 2 weeks paid vacation + 1-week paid professional development.
- On‑site gym and free employee parking.
- Professional development support (courses, exams, licensing fees).

**Job Types**: Full-time, Permanent

Pay: $80,378.77-$120,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- On-site gym
- On-site parking

Work Location: Hybrid remote in Surrey, BC