Portfolio Management Analyst

An established, dynamic
investment management firm in downtown Toronto
seeks a
Portfolio Management Analyst
to join its portfolio management team. They will be responsible for creating investment policy statements and client presentations; generating portfolio audits and transition plans, capital planning analyses; and assisting portfolio managers and associate portfolio managers service clients. The successful candidate will communicate regularly with other members of the Portfolio Management Group, Client Service Group, Compliance and Finance teams, as well as clients and their professionals. This is a unique opportunity for an experienced and proactive individual to become a key member of an entrepreneurial, independent, and client‑centric multi-Family Office that values and rewards strong contributors.

REQUIRED EXPERIENCE:

• 2 to 6 years of direct experience
  in a regulated investment or wealth advisory environment.
• Good knowledge of
  Morningstar Direct
  and
  NaviPlan
  (or comparable financial planning software).
• Advanced experience with Microsoft Excel, Word, PowerPoint, and Outlook.

MINIMUM EDUCATION REQUIREMENT:

• An
  undergraduate degree or higher is required
  ; a business degree is preferred.

MINIMUM DESIGNATION STATUS:

• The applicant must be a
  CFA Level 2 candidate
  or higher.
• Other industry certifications such as a CFP are a significant positive.

LOCATION:

• Downtown Toronto, Ontario; currently a hybrid work environment.

DUTIES AND RESPONSIBILITIES:

Client Servicing

• Draft client presentations using the firm's template and assist in preparing the team for client meetings.
• Assist portfolio managers in presenting to and servicing clients.
• Assist in taking meeting minutes and tracking action items.
• Assist in the scheduling of client meetings.
• Work with the portfolio management, client service and compliance teams to coordinate the onboarding of new clients and accounts.
• Assist portfolio managers in fulfilling regulatory and custodial requirements.
• Assist in the management of existing client accounts (e.g., tracking registered account contributions, monitoring withdrawal strategies, etc.).
• Draft and coordinate communications with clients and their accounting, tax, and legal professionals as requested.
• Liaise directly with clients as requested.

Client Portfolio Management

• Draft initial client investment policy statements for review.
• Assist in the development of portfolio transition plans and their implementation.
• Enter and update clients' target asset mixes in the firm's portfolio management software.
• Analyze portfolios and/or investments of prospective and existing clients as required.
• Assist in client cash management including developing plans, coordinating cash transfers and forecasting portfolio cash distribution levels.
• Review portfolios for tax loss harvesting opportunities as well as tax and cost efficiency gains.
• Draft and update client capital duration projections for review by senior team members.
• Help analyze and advise on client portfolio strategy and liquidity management by assessing the income and investment tax characteristics of each household member; pension and government entitlements; insurance considerations; portfolio accumulation and decumulation planning; and gifting and intergenerational strategies.
• Other portfolio analyses as required.

Research, Analytics and Monitoring

• Investment vehicle due diligence and monitoring of various investment mandates.
• Other research initiatives as required.

Other Responsibilities

• Participate in various projects.
• Assist in the development, documentation, and implementation of process improvements.
• Other tasks and responsibilities as assigned.

DESIRED SKILLS:

• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Excellent numeric skills.
• Ability to prioritize tasks and work within time constraints.
• Ability to work proactively both independently and in a team environment.
• Versatility and curiosity with a desire to grow professionally.
• Positive personality with good people skills.

PERFORMANCE METRICS:

• Client responsiveness and feedback.
• Successful and timely completion of assigned tasks.
• The ability to prioritize responsibilities to remain organized and follow established procedures in a client-centric and compliant fashion.
• Quality of work and interpersonal relations.
• Educational advancement and ability to absorb additional responsibilities.
• Contributions to firm spirit and compatibility with culture.

OTHER:

• Full Time; Permanent
• Start time: 9:00 AM.
• Attendance at the downtown office is currently required two days a week at a minimum.
• Compensation commensurate with experience and academic qualifications.
• Employee benefits program.