Associate Portfolio Manager

1 week ago


Vancouver, Canada Vancity Community Investment Bank Full time

Established in 1995, Vancity Investment Management (VCIM) was one of the first wealth management firms in Canada to focus on investments that deliver competitive returns while making a positive impact on the world. We offer individual, institutional and mutual fund clients an integrated investment process that combines traditional financial analysis with shareholder engagement and Environmental, Social and Governance (ESG) analysis in the construction and management of investment portfolios.

**The role**:
VCIM is seeking a **full-time, permanent** Associate Portfolio Manager to join our integrated investment management team. Working collaboratively with the VCIM Investment Committee and reporting to the Portfolio Manager - Equities, you will be responsible for the day-to-day management of equity mandates in accordance with VCIM’s Responsible Investment approach.

**A typical day would involve**:

- Conducting fundamental research across equity sectors to contribute well formulated investment recommendations to optimize portfolio performance and manage risk.
- Maintaining a key role in the portfolio construction of VCIM mandates in accordance with investment policy guidelines and VCIM investment strategy objectives.
- Adhering to a disciplined and integrated investment decision making process that seamlessly incorporates bottom up, fundamental analysis with ESG analysis.
- Actively participating in business development, marketing activities and presentations supporting growth of the firm.

**You are**:

- **Analytical**- proficient in breaking down complex information and identifying key points for consideration.
- **Passionate**- about investing and enjoy working in a dynamic learning environment.

**You have**:

- Five to ten years of related investment management experience, ideally in a team-oriented structure of an investment management firm.
- In-depth knowledge of environmental, social and governance factors.
- Strong interpersonal and communication skills with a desire to work in a team environment dedicated to responsible investing.
- Demonstrative ability to research, develop and effectively communicate a detailed investment thesis.
- Qualified for registration as an Advising Representative (Portfolio Manager) with applicable provincial securities commission.
- A CFA charterholder.
- Passionate about investing and working in an environment of constant learning.

**The team**:
In this role, you will report into Portfolio Manager - Equities.
- The base salary for the role is_** $110,000 plus bonus.**_The upper half of the salary range is typically reserved for individuals who have demonstrated consistent strong performance in the role and possess a high level of job knowledge and skill._

*** Posting Deadline: Posted until position is filled.**

**We offer**:

- We are the largest private-sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada.
- Our permanent employees qualify for attractive benefit packages that can be customized and changed each year to meet their evolving needs.
- New employees receive between three to four weeks of vacation allowance per calendar year, and the number of vacation days grows — to a maximum of six weeks per year — as their length of service increases. In addition, full-time, permanent staff may be able to purchase extra days of vacation through our flexible benefits package.
- In addition to the 10 statutory holidays in British Columbia, Vancity provides an additional three statutory holidays. We offer care days for periods of short-term personal illness or emergency family illness, plus opportunities to take unpaid leave for a variety of reasons.
- Our health care & dental benefits offer three levels of health care and dental coverage for you to select from. These benefits will also be effective immediately based on your hire date.
- We understand that retirement means different things to different people and at Vancity we will offer you a Defined pension plan that pays you a retirement income for life.

At Vancity we’re committed to creating a welcoming and inclusive workplace to help our people and communities thrive and prosper. **Diversity** in our workforce is integral so that we can truly represent, understand and respond to our community needs and deliver on our member experience.



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