Associate Portfolio Manager

1 week ago

Edmonton, Alberta, Canada The Headhunters Recruitment Full time

We're looking for a full-time, in-office Associate Portfolio Manager – Retail, in the investment management industry.

Our client is a well established boutique portfolio management firm known for its high-touch client service, disciplined investment approach, and strong team culture. This is a close-knit, professional environment where integrity, thoughtful decision-making, and long-term results truly matter. The Portfolio Manager will play a key role supporting senior leaders while building trusted client relationships and contributing to investment strategy and execution. This is a fantastic opportunity for someone who is interested in launching a strong career, with a supportive environment.

Associate Portfolio Manager responsibilities:

  • Build and maintain long-term client relationships through ongoing reviews and high-touch discretionary service
  • Conduct annual and periodic client reviews to meet KYC requirements
  • Support new client onboardings, including development of Investment Policy Statements (IPS) and Investment Management Agreements (IMA)
  • Assess client objectives, risk tolerance, and suitability to recommend appropriate portfolios
  • Act as a member of the Investment Committee, conducting security and sector research to meet KYP obligations
  • Assist with portfolio construction, rebalancing, and trade execution, including pre- and post-trade analysis
  • Monitor model portfolios and securities, reporting on performance, risk metrics, and market developments
  • Generate and analyze performance and risk metrics across multiple portfolio management systems
  • Support quarterly reporting, corporate reorganizations, and ad hoc projects as needed

The successful candidate has:

  • 2+ years of relevant investment management experience
  • BCom (Finance/Accounting)
  • Has a knowledge and understanding of Canadian Investment products
  • Immediately registerable as an Associate Advising Representative (AAR) or Advising Representative (AR)
  • Has passed CFA Level I with 24 months of relevant investment management experience  
    OR
    holds the Canadian Investment Manager (CIM) designation with 24 months of investment management experience.
  • Advanced Excel skills (pivot tables, formulas, issue resolution)
  • Experience using Bloomberg terminals is an asset but not required
  • Strong communication, problem-solving, and organizational skills
  • Strong business acumen, willingness to learn confident and has a genuine ability to connect with clients and team members
  • High attention to detail with the ability to manage multiple priorities, working independently and as a team
  • A client-first mindset with a strong commitment to ethical and compliant practices

Compensation and benefits:

  • Competitive salary
  • Comprehensive benefits package and health spending
  • Course work reimbursement
  • Opportunity to grow within a respected boutique investment firm

Only candidates selected to move forward in the hiring process will be contacted.

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