Portfolio Manager

1 day ago

hybrid Toronto Ontario Canada fulltime April Westcourt Capital Full time
Firm Description Westcourt Capital specializes in the sourcing and due diligence of alternative investment strategies and in the construction of diversified alternative-focused investment portfolios designed to protect capital and provide attractive risk-adjusted returns in all market environments. As a registered Portfolio Manager, Westcourt has advised on the allocation of over $5 billion in assets since the firm was founded in 2009. For further information please refer to our website at
Position Description Westcourt is growing its Client Services team by adding two registered Portfolio Managers. Westcourt's PMs are responsible for working with Westcourt clients by providing best in class service and sophisticated investment advice. The duties will include but are not limited to:
  • Work closely with UHNW clients in identifying their investment objectives and constraints;
  • Schedule, prepare and develop personalized presentation material for client review meetings;
  • Coordinate with clients' accountants, lawyers and CFOs;
  • Respond to client requests and resolve complex client issues and concerns;
  • Provide workflow, guidance, and mentoring to Associates, including the delegation of tasks and review of work product;  
  • Keep current and informed on financial news and maintain deep expertise in financial market activity;
  • Participate in investment committee meetings to review current investments on the Westcourt shelf and discuss new investment opportunities;
  • Review all due diligence material to stay current on all investments on the Westcourt shelf;
  • Rebalance portfolios as changes occur, to reflect the client's primary goal, target allocation and risk preferences;
  • Manage custodial accounts, communicate with Portfolio Administrators to execute orders;
  • Review and send monthly reports to clients with professional analysis and review; 
  • Manage capital call transactions on a monthly basis; and
  • All other client-related tasks and projects.

Education and Skill Requirements Westcourt is looking for a team player who enjoys a collegial, high-performance culture, is comfortable and flexible with constantly evolving priorities, a self starter and is open to new challenges. Specifically, we are looking for someone with:
  • Good standing as a registered Portfolio Manager (Advising Representative) with the OSC
  • Professional accreditation is required – CFA, CIM, or CAIA
  • Bachelor's or Master's Degree in a business-related field is required
  • Minimum of 5 years of relevant experience – preference for experience in the alternative investment space
  • Strong written and communication skills;
  • Proficient in Microsoft Suite (including excel, word and power point)
  • Strong client service orientation and interpersonal skills
  • Strong attention to detail
  • Networking and relationship-building skills

Compensation and Benefits
  • Industry competitive compensation package that rewards and recognizes individual contributions
  • Health spending account and participation in the employee group benefit plan
  • Three weeks vacation, plus additional full-office closures in August and over the December holidays
  • Financial support for continued education
  • Leadership support for further career development
  • A dynamic, collaborative high-performing team
  • Opportunities to do challenging work and grow your career
  • Positive work culture emphasizing respect, diversity, and inclusion

Work Location The primary place of work will be at Westcourt's head office. Westcourt has currently implemented a hybrid model where employees will be expected to physically attend and work at Westcourt's head office for part of the week and work remotely for the remainder of the week. 
Inclusion & Equal Opportunity  Westcourt is an equal opportunity employer committed to diversity, inclusion, and respect in the workplace. Individuals seeking employment at Westcourt are considered without regard to any protected category including, but not limited to, race, color, religion, national origin, age, sex, marital status, ancestry, diverse-ability, veteran status, gender identity, or sexual orientation.    Accommodation Requests  Westcourt is proud to provide interview & employment accommodation during the recruitment and hiring process. If you require an accommodation to apply or interview for this position, please reach out directly to  We are committed to work with you to best meet your needs.    Prior to Commencing Employment  Completion of a satisfactory criminal record check, education verification and reference checks are required for employment.    We thank all applicants in advance for their interest; however, only those selected for an interview will be contacted.

  • Associate - Portfolio Management and Trading

    2 days ago

    Toronto, Canada Glidepath Portfolio Services Full time

    **Title: Associate - Portfolio Management and Trading** **Company: Glidepath Portfolio Services Inc.** **About Us**: We are a growing Canadian portfolio management firm dedicated to delivering high quality, cost-efficient professional investment management service to clients through partnerships with financial planning professionals. **Role...

  • Retention Manager

    12 hours ago

    Ontario, Canada The Portfolio Group Full time

    Location: Toronto, ON | Employment Type: Full-Time | 100% In-Office | Commission + bonus scheme The Opportunity We're looking for a high-impact, t Retention BDM to lead the client retention strategy. This role combines hands-on "save" calls with strategic leadership, ensuring at-risk clients are re-engaged, supported, and retained. You'll directly...

  • Manager, Portfolio Management

    12 hours ago

    Ontario, Canada Recipe Unlimited Corporation Full time

    Recipe Unlimited Corporation is Canada's leading full service restaurant company. Home to such iconic brands as Swiss Chalet, Harvey's, St.Hubert, The Keg, Montana's, Kelseys, Bier Markt, East Side Mario's, The Landing Restaurant Group, New York Fries, The Pickle Barrel & Catering, State & Main, Elephant & Castle, Original Joe's,...

  • Portfolio Manager

    4 weeks ago

    Southwestern Ontario, Canada Infosys Singapore & Australia Full time

    Overview Infosys Consulting is the worldwide management and IT consultancy unit of the Infosys Group (NYSE: INFY), a global advisor to leading companies for strategy, process engineering, and technology-enabled transformation programs. We partner with clients to design and implement customized solutions to address their complex business challenges, and to...

  • Portfolio Manager

    25 minutes ago

    Mississauga, Ontario, LW C, Canada Charton Hobbs Group Full time

    Ontario Portfolio ManagerLocation: Mississauga, ONReports to: Vice President, Eastern CanadaAbout the CompanyCharton Hobbs (CH) is a well established, highly reputable national wine, spirits, sales, and marketing agency selling such brands as Moet Hennessy, Luxardo, Perrin and many other premium brands. Our team is expanding, and we are looking for driven...

  • Delivery Portfolio Manager

    6 days ago

    Southwestern Ontario, Canada Currys Ltd Full time

    At Currys we’re united by one passion: to help everyone enjoy amazing technology. As the UK’s best‑known retailer of tech, we’re proud of the service our customers receive – and it’s all down to our team of 25,000 caring and committed colleagues. Working as one team, we learn and grow together, celebrating the big and small moments that make...

  • PIC Portfolio Manager

    1 week ago

    (s): Canada : Ontario : Toronto Scotiabank Global Site Full time

    Requisition ID: 241754Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeThis position is a trusted advisor of private wealth services that meet high net worth client's short- and long-term holistic wealth management and investment growth goals, through a firm wide investment strategy and a...

  • Software Developer

    4 days ago

    Canada - Stouffville, ON Portfolio+ Full time

    Job Summary:As a Software Developer with Portfolio+, you will play a key role in shaping and enhancing our financial software solutions, empowering customers to achieve their goals. Leveraging your expertise in financial systems, programming, and analysis, you will contribute to building innovative, reliable, and high-performance products. These products...

  • Manager, Portfolio Management

    4 weeks ago

    Ontario (ON), Canada Recipe Unlimited Corporation Full time

    Recipe Unlimited Corporation is Canada's leading full service restaurant company. Home to such iconic brands as Swiss Chalet, Harvey's, St.Hubert, The Keg, Montana's, Kelseys, Bier Markt, East Side Mario's, The Landing Restaurant Group, New York Fries, The Pickle Barrel & Catering, State & Main, Elephant & Castle, Original Joe's, Fresh Kitchen + Juice Bar,...

  • Portfolio Manager

    2 weeks ago

    Toronto, Ontario, Canada GHD Full time

    DescriptionThere's no pledge more important than the one we make to look after our environment, and we're committed to helping you do exactly that.  Join us as we strive to ensure a sustainable future for our communities and the world we live in.  Become part of our global network of skilled engineers, scientists, auditors, planners and environmental...