Portfolio Management Associate

3 days ago

Burlington, Canada Mandeville Operations Management Inc. Full time

**Essential Functions**:

- Assist the CIO supervising the managed account platforms, including Portfolio Manager program, Public SMA program and Private SMA program.
- Conduct managed account reviews and provided detailed reporting and risk management follow-up to the CIO and interaction with Mandeville’s licensed Portfolio Managers.
- Prepare Managed Accounts quarterly reports, portfolio cash flow management & oversight and corporate actions management.
- Managing the quarterly investment performance calculation process and Fact Sheet preparation & distribution.
- SMA Program Trading & Re-balancing activities.
- Know Your Product (KYP) reporting maintenance & updates.
- Portfolio Management System support to Investment Advisors.
- PM documentation maintenance including Investment Policy Statements and Portfolio Asset Allocation Tools.
- Support of marketing and business development efforts via working on presentation decks, coordination of translation activities and communication via our Advisor Services channels.
- Update and maintain Portfolio Management training materials.

**Competencies**:

- **Analytical Thinking**:

- Understanding a situation, issue, problem, etc. by breaking it into smaller pieces
- **Business Acumen**:

- The ability to understand the business implications of decisions and the ability to strive to improve organizational performance
- **Commitment to Continuous Learning - **Taking action to continuously learn in order to improve individual professionalism and effectiveness within the organisation
- **Expertise -** The ability and motivation to expand and use technical knowledge or to distribute work-related knowledge to others
- **Information Seeking -**Driven by an underlying curiosity and desire to know more about things, people, or issues
- **Teamwork and Cooperation -**Works cooperatively with others, to be part of a team, to work together, as opposed to working separately or competitively

**Education**:

- Bachelor’s Degree ideally in a business related field (i.e. B.Com/BBA)
- Canadian Securities Course
- Conduct and Practices Handbook
- CFA level 2 OR CIM
- Options Licensing
- CSC Related Courses

**Work Experience**:

- Previous retail investment experience required.
- Knowledge of the Canadian investment industry and its regulatory framework, as well as key institutions, managers and products are considered desirable.
- Superior Microsoft Excel skills are required.
- At Mandeville, we support diversity and equity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family status, physical or mental disability._

**Salary**: $60,000.00-$85,000.00 per year

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care
- Wellness program

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

Ability to commute/relocate:

- Burlington, ON L7P 4V7: reliably commute or plan to relocate before starting work (required)

**Education**:

- Bachelor's Degree (preferred)

Work Location: Hybrid remote in Burlington, ON L7P 4V7

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