Associate, Trading and Portfolio Management

Company Description
**Purpose Unlimited** is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited's businesses include Purpose Investments, Purpose Advisor Solutions, and Driven.

**Who is Purpose Advisor Solutions?**

**Purpose Advisor Solutions** provides Advisors with the technology to break away from the traditional dealer model, allowing entrepreneurial Advisors to launch and operate an independent practice without the historically high barriers to entry. We are a small team of entrepreneurs who want to play an integral part in helping Advisors and portfolio managers achieve independence by making it easier to own, service clients, and grow a business. We believe the future of advice needs smarter technology and fewer barriers to ownership so that everyone can make better financial choices.

Job Description

The Associate, Trading and Portfolio Management is a key member of the Trading and Portfolio Management Operations team that oversees the implementation and monitoring of portfolios and other portfolio management and trading functions. This person will work closely with our Portfolio Manager clients and internal Portfolio Management and Operations Team. This position requires strong technical skills, attention to detail, a positive professional attitude, and the ability to work in a team environment.

This is a unique opportunity to be a part of a fast-growing organization where you will have the opportunity to develop your experience and be at the core of the company’s growth.

**What you'll do**
- Work directly with portfolio managers to resolve trading issues and ensuring proper execution and allocation of trades
- Trade order creation and execution
- Post trade processing and resolving trade issues in a timely manner
- Participate in the optimization of portfolio management processes and risk management by performing various analysis
- Operational projects as needed including identifying workflow and system improvements and works across various internal groups to drive change

If you enjoy collaborating with a team, being innovative, and are excited about an opportunity to work within a fast-growing company, we would like to speak to you

Qualifications
**What you'll bring**
- A Bachelor’s Degree from an accredited university
- 3-5 years of previous experience in a portfolio management and/or trading environment is preferred but not required
- Desire to succeed in a Fintech start-up environment
- Action oriented, quick to learn and grasp new technology and concepts
- Ability to manage time effectively, work under pressure, set priorities, and meet deadlines
- A friendly professional demeanor and ability to excel in a team-oriented environment
- Excellent communication and organizational skills
- Strong technical and analytical skills and detail-oriented aptitude
- Strong proficiency with Microsoft Office suite, especially Excel

**Nice to have**
- Bachelor's degree in statistics, mathematics, engineer, and/or finance
- Experience in programming
- CFA and/or CIM designation

Additional Information
**We believe in innovation and a vibrant culture** - Work for an innovative, people-first, financial services firm that values entrepreneurialism

**We believe in flexibility **- A flexible hybrid work model that empowers you to do your best work whether at home or at the office

**We care about your rewards** - Competitive compensation including bonuses & equity programs

**We care about your health** - Comprehensive group health, dental benefits, and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness needs

**We care about your quality of life **- Flexible paid-time-off policy with unlimited vacation days, flexible sick and mental health days

**We care about your family **- Paid parental leave for eligible employees with top-up

**We care about your future** - Generous Group RRSP matching and TFSA program in Purpose funds

**We care about your development **- We offer training opportunities and tuition support year-round

In light of the COVID-19 pandemic, we are currently working from home. The safety and wellbeing of our teams is our top priority and office time is currently available on a voluntary basis. Our future of work philosophy will be a hybrid model allowing for flexibility and collaboration.

For safety reasons, Purpose Advisor Solutions has adopted a vaccination policy that allows only fully vaccinated employees to enter our offices.