Associate Portfolio Manager
3 days ago
**Location**
Burkett Asset Management Limited
Suite 222, 3561 Shelbourne Street
Victoria, BC, V8P 4G8
Canada
Burkett Asset Management is a fast-growing independent investment management firm based in Victoria, British Columbia managing more than 200 million dollars on behalf of institutions, other advisors, and high net-worth clients across a number of diversified strategies.
The firm is registered under NI 31-103 in the category of Portfolio Manager with the British Columbia, Alberta, Manitoba, Yukon and Ontario Securities Commissions. Our robust category of registration commands that we act solely in our client’s best interest as legal fiduciaries and is a point of pride and professional ethics as we go about our work.
**Purpose**
Burkett Asset Management is seeking an Associate Portfolio Manager to join its growing team. The Associate Portfolio Manager is responsible for ensuring consistently superior levels of client service, supporting the Portfolio Manager in managing accounts, and is a key contributor to overall development of the business.
**Responsibilities**
- Addressing client and advisor account inquiries and responding in a timely manner
- Assisting with production of monthly internal metrics reports, preparation of performance reports at both fund and client level including the calculation of since inception performance returns and after-tax returns on both an account level and aggregate household level
- Completing monthly or quarterly due diligence questionnaires and liaising with other departments to compile and complete the requested information
- Addressing and managing ongoing client and counterparty information requests and collaborating with internal partners as well as external service providers to compile the requested information
- Accurately and reliably maintaining and updating client information, client holdings and market values on the CRM system
- Supporting the completion of ad-hoc tasks as required
**Job Requirements**
A career in Investment Management is challenging and fast-paced. Our clients have justifiably high expectations of our firm personnel. A high regard for accuracy and attention to detail are essential. Preference will be given to applicants who meet the following requirements:
- Degree in business or mathematics, with a specialization in finance or accounting, a Canadian registered CPA and has completed either Level I of CFA Program or holds a CIM designation.
- Professional ethics and integrity second to none.
- Must have a minimum of five (5) years of professional services experience.
- Must have a minimum of three (3) years or relevant investment industry experience.
-
Portfolio Administrative Manager
5 days ago
Victoria, Canada Royal Roads University Full timeReporting to the Director, Emergency Management & Resilience, the Portfolio Admin Manager will support the day-to-day effort on multiple strategic and tactical initiatives within the operations and resilience portfolio. The Portfolio Admin Manager plays a critical role within the team, providing support to initiatives led by the AVP as well as the Director...
-
Associate Portfolio Manager
4 days ago
Victoria, BC VT C, Canada RBC Full timeJob DescriptionWhat is the opportunity?RBC PH&N Investment Counsel ("RBC PH&N IC") is one of Canada's leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise...
-
Victoria, British Columbia, Canada BCI Full timeAbout UsBritish Columbia Investment Management Corporation (BCI) offers an exceptional opportunity to work at a world-class organization while living in a west coast setting. With $295.0 billion of gross assets under management, as of March 31, 2025, British Columbia Investment Management Corporation (BCI) is the provider of investment management services...
-
Victoria, British Columbia, Canada British Columbia Investment Management Corporation (BCI) Full timeAbout Us:With $295.0 billion of gross assets under management, as of March 31, 2025, British Columbia Investment Management Corporation (BCI) is the provider of investment management services for British Columbia's public sector and one of the largest asset managers in Canada. BCI seeks investment opportunities around the world and across a range of asset...
-
Victoria, Canada BCI Full timeAbout Us With $295.0 billion of gross assets under management, as of March 31, 2025, British Columbia Investment Management Corporation (BCI) is the provider of investment management services for British Columbia’s public sector and one of the largest asset managers in Canada. BCI seeks investment opportunities around the world and across a range of asset...
-
Victoria, Canada BCI Corporation Full timeAbout Us:With $295.0 billion of gross assets under management, as of March 31, 2025, British Columbia Investment Management Corporation (BCI) is the provider of investment management services for British Columbia’s public sector and one of the largest asset managers in Canada. BCI seeks investment opportunities around the world and across a range of asset...
-
IT Project
5 days ago
Victoria, Canada The Corporation of The City of Victoria Full time**Job Description**: **IT Project & Portfolio Management Specialist** **Competition Number**:24/216 **Posting Scope**:Internal / External **Posted Date**:September 19, 2024 **Closing Date**:October 10, 2024, 4:30 PM PST **Department**:Information Technology **Posting Type**: Temporary - up to 11 months **Work schedule**:Monday to Friday ( 35 hour work...
-
IT Project
5 days ago
Victoria, Canada City of Victoria Full time**IT Project & Portfolio Management Specialist**: **Competition Number**:24/216 **Posting Scope**:Internal / External **Posted Date**:September 19, 2024 **Closing Date**:October 10, 2024, 4:30 PM PST **Department**:Information Technology **Posting Type**: Temporary - up to 11 months **Work schedule**:Monday to Friday ( 35 hour work week) **Salary**:$...
-
Portfolio Manager
24 hours ago
Victoria, Canada Westerkirk Full timeWesterkirk Capital Inc. is an equal opportunity employer and encourages women, Aboriginal people, persons with disabilities, and members of visible minorities to apply. Westerkirk Capital Inc. will accommodate the needs of applicants with disabilities throughout all stages of the selection process. If you need accommodation during the recruitment process,...
-
Associate/analyst, Asset Management
2 weeks ago
Victoria, Canada British Columbia Investment Management Corporation (BCI) Full timeClosing date: June 13, 2025 - Are you passionate about investing and eager to make an impact? We are looking for a driven and collaborative Analyst or Associate to join our Infrastructure & Renewable Resources (I&RR) team in Victoria, BC. - In this role, you’ll contribute to meaningful investments that support long-term value. If you’re a strong...
