Assistant Portfolio Strategist

3 days ago

Toronto, Canada WTW Full time

202500498
- Toronto, Ontario, Canada
- Bevorzugt

**Description**:
**The Role**

As an Assistant Portfolio Strategist and a member of the Portfolio Management Group (PMG), you will support the portfolio strategist in performing strategic asset reviews and maintaining WTW modeling tools.

Your primary focus will be on our OCIO clients, for whom you will design strategic asset allocation and de-risking strategies to meet client objectives. This will involve a particular emphasis on Liability-Driven Investments (LDI), using asset liability modelling. Additionally, you will support our advisory business by preparing strategic asset allocation and investment management structure recommendations.

You will liaise closely with clients, fund managers, actuaries, and other investment colleagues, taking responsibility for managing and delivering investment strategy assignments, supported by other consultants and investment analysts as appropriate. You will also build customized portfolio simulations and asset allocation models and support the training and career development of junior team members.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

**Performance Objectives**:
**Clients**
- Develop and deliver superior, consistent advice and solutions for clients:

- Collaborate as a key member of Portfolio Management Group, working with colleagues specializing in portfolio management, operations, client service, and actuarial consulting
- Ensure the progress against established objectives, timeline, budgets, deliverables, and quality standards
- Engage with colleagues from other practices and regions on assignments that reflect the client’s broader business issues

**Excellence**
- Contribute to the development and deployment of first-class solutions in relation to the design, implementation and monitoring of investment strategies based on the Total Portfolio Approach and liability driven investing techniques, including the use of derivative instruments
- Conduct technical review of work performed by junior team members
- Participate in special projects as needed
- Contribute to the development of new tools and approaches

**Financial**
- Manage quality of processes and deliverables in an efficient manner
- Support the generation of new business as part of the broader team

**People**
- Serve as mentor to junior team members who don’t have an actuarial background
- Demonstrate natural ease and effectiveness when dealing with clients and colleagues at all levels

This is a hybrid role, with the expectation of being present in the office at least two days each week.

**Qualifications**:
**The Requirements**

**Actuarial**
- Undergraduate degree in Actuarial Science with ASA or FSA designation
- Minimum of 5 years of experience in the pension actuarial consulting industry
- Knowledge and experience in defined benefit pension plan funding and accounting in Canada

**Investment**
- Good overall knowledge and understanding of investment industry and financial markets
- CIM/CFA designation or have started the exam process is considered an asset

**Other**
- Experience managing multiple projects and producing high-quality deliverables on time
- Enquiring and analytically minded with a logical and thorough work ethic
- Bilingual (English and French) is considered an asset

**Equal Opportunity Employer

  • Portfolio Strategist

    1 week ago

    Toronto, Canada Fidelity Investments Full time

    Job Description - You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement._ Company Overview At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly...

  • Portfolio Strategist

    1 week ago

    Toronto, Canada Fidelity Investments Full time

    Job Description - You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement._ Current work authorization for Canada is required for all openings. Company Overview At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range...

  • Bilingual Portfolio Strategist

    23 hours ago

    Toronto, Ontario, Canada IG Wealth Management Full time

    Location: Toronto, Calgary, Montreal or VancouverIGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.Founded in 1926, IG Wealth Management is a key...

  • Portfolio Construction Manager

    1 week ago

    Toronto, Canada Fidelity Investments Full time

    Description You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.Who We AreAt Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find...

  • Portfolio Construction Manager

    6 hours ago

    Toronto, Canada Fidelity Investments Full time

    Description You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.Who We AreAt Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find...

  • Senior Market Strategist

    8 hours ago

    Toronto, Canada Rosenberg Research & Associates Inc. Full time

    Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Rosenberg Research & Associates Inc. Founder and President at Rosenberg Research & Associates Inc. Rosenberg Research & Associates Inc. is excited to be hiring for the position of Senior Market Strategist. The Company Rosenberg Research is a firm established in...

  • Marketing Strategist

    4 weeks ago

    Toronto, Canada WebZylo Digital Solutions Full time

    Marketing Strategist — Webzylo Digital Solutions Inc. Toronto, ON (Hybrid / Remote) Contract / Freelance About the Role Webzylo is expanding fast, and we’re looking for a talented Marketing Strategist to lead campaigns, elevate brand storytelling, and drive growth for both our agency and our clients. If you love combining creativity with data, building...

  • Marketing Strategist

    4 weeks ago

    Toronto, Canada WebZylo Digital Solutions Full time

    🎨 Marketing Strategist — Webzylo Digital Solutions Inc. 📍 Toronto, ON (Hybrid / Remote) 🕓 Contract / Freelance About the Role Webzylo is expanding fast, and we’re looking for a talented Marketing Strategist to lead campaigns, elevate brand storytelling, and drive growth for both our agency and our clients. If you love combining creativity with...

  • Marketing Strategist

    4 days ago

    Toronto, Ontario, Canada WebZylo Digital Solutions Full time

    Marketing Strategist— Webzylo Digital Solutions Inc.Toronto, ON (Hybrid / Remote)Contract / FreelanceAbout the RoleWebzylo is expanding fast, and we're looking for a talentedMarketing Strategistto lead campaigns, elevate brand storytelling, and drive growth for both our agency and our clients.If you love combining creativity with data, building marketing...

  • Strategist

    2 weeks ago

    Toronto, Canada Wasserman Full time

    Join to apply for the Strategist role at Wasserman Wasserman is forever committed to serving our clients, colleagues and community with exceptional insight, influence and creativity, while making a positive and lasting impact. We support our employees’ professional aspirations, with a rich internal culture where curiosity is rewarded. We offer our people...