Associate Portfolio Manager/ Portfolio Analyst

1 week ago

Toronto, Canada Harbourfront Wealth Management Inc. Full time

**Who we are**:
Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer with over 10 billion in assets. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth, our core values start with the belief that great people make great companies. Our head office is in downtown Vancouver with over 43 branches across Canada.

**Career opportunity**:
**You will be responsible for**:

- Support our PMs on in-depth research and due diligence on third-party private market strategies for potential inclusion on Harbourfront’s investment platform. Conduct detailed quantitative analysis on 3rd party holdings and performance measures to identify key risk factors of individual strategies.
- Assist with reconciliation and rebalancing of portfolios, ensuring accuracy and alignment with investment objectives.
- Assist with portfolio management functions and trading in relation to affiliated IFM fund offerings.
- Liaise with fund accountants, service providers, and third-party fund companies to ensure accurate and timely reporting.
- Use research software and tools (e.g., Morningstar or similar) to gather data and perform analyses on existing and prospective investments.
- Provide general support to the Portfolio Manager in ongoing monitoring of market conditions, preparation of investment memos, and ad-hoc research projects.
- Build and maintain processes to improve operational efficiency of pool fund vehicles.
- Collaborate with the Office of the CIO on special projects.
- Currently registered, or able to become registered as a Portfolio Manager with the Canadian Investment Regulatory Organization (CIRO)
- An undergraduate degree in a related field (Finance, Economics, Business, etc.).
- Approx. 5 years of industry experience
- Experience with research software and tools such as Morningstar or comparable platforms.
- Familiarity with trading and reporting software (e.g., Croesus, Netrep) is a plus
- Effective organizational, decision-making, and problem-solving skills.
- Excellent written and verbal communication abilities.

**Diversity and Inclusion**

Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.

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

Additional pay:

- Bonus pay

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- Vision care

Schedule:

- Monday to Friday

Application question(s):

- Have you completed your CFA Level 1?
- Do you have 5 years industry experience?

Work Location: Hybrid remote in Toronto, ON

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