Portfolio Manager

3 weeks ago

Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full time

BCV Asset Management Inc. provides portfolio management services to high-net-worth families, corporations, and institutional investors. We are a growing investment firm, based in Winnipeg, that has completed its eighteenth year of business and that manages over $6 billion in client assets. Our firm is built around an award-winning culture, investment strategy, excellence in client service, and long-term business relationships.

As an integral member of this dynamic and collegial team, you will have a demonstrated record of achievement. You will help generate and evaluate investment opportunities, build and manage client portfolios comprised of equity and fixed income securities, as well as develop and enhance client and advisor relationships.

Tasks, Role & Responsibilities:

We describe the responsibilities of a Portfolio Manager in three words-Research. Manage. Communicate.

Securities Research:


• Perform fundamental research on equity and fixed income securities across multiple sectors, reviewing securities that are currently in portfolios and identifying securities for investment consideration.


• Maintain an awareness of economic, financial market and investment conditions that impact the companies in which we invest and capital markets as a whole.


• Create written research material.


• Contribute to the investment decision-making process as a member of the Investment Committee.

Portfolio Management:


• Adhere to BCV's investment style, focusing on dividend‐growing, blue chip value equities and corporate fixed income securities, while demonstrating a personal alignment with this style.


• Execute portfolio transactions within the guidelines of individual client Investment Policy Statements.


• Contribute to bulk trading and allocations across multiple accounts.


• Incorporate a comprehensive understanding of the regulatory environment in which BCV operates.

Communication:


• Demonstrate a comprehensive understanding of our clients and alignment with BCV's service offering.


• Identify and develop new business opportunities with advisors and clients.


• Contribute to new marketing materials as necessary.


• Present detailed proposals to prospective advisors and clients.


• Work in conjunction with advisors and clients to assist in achieving their financial goals and plans.

Critical Knowledge, Skills and Abilities:


• Ethical grounding with an understanding of fiduciary responsibility.


• Strong sense of accountability to colleagues and clients.


• Entrepreneurial spirit with a willingness to take initiative.


• Open-minded, willing to learn and commitment to improving the team culturally.


• Exceptional communication and interpersonal skills.


• Tech savvy, advanced proficiency in Microsoft Office and investment management applications.


• Commitment to ongoing education and professional development.


• 5+ years of related work experience in the financial services industry, with an unblemished record of regulatory compliance.

Educational Requirement:

An undergraduate degree as well as the Chartered Financial Analyst designation or presently a CFA 2 level candidate who is currently registered as an Associate Advising Representative. A CIM designation in lieu of the CFA charter will also be considered.

Just the start of what BCV can offer:


• A comprehensive suite of Health Care & Wellness benefits.


• Strong educational support and professional development.


• Highly competitive compensation and profit sharing.


• Pension plan, weekly chef, and much more.

Not checking every box?

Sounds like the job for you but you don't think you have what it takes on paper? Reach out to us anyway

We are committed to diversity and inclusion and welcome applications from all genders, all cultures, persons with disabilities, and persons of all sexual orientations.

If you possess the above skills and traits, and desire to grow and make a difference with our amazing local company, we invite you to learn more about this exciting opportunity. Please submit your resume and cover letter in confidence to Kimberly Wallace, Manager, People and Culture at 

If you require accommodation for the recruitment process, please let us know when you submit your application.

We sincerely appreciate your interest and thank all applicants, however, only those selected for an interview will be contacted.

  • Portfolio Manager

    1 week ago

    Winnipeg, Manitoba, Canada Bcv Asset Management Inc. Full time

    BCV Asset Management Inc. provides portfolio management services to high-net-worth families, corporations, and institutional investors. We are a growing investment firm, based in Winnipeg, that has completed its eighteenth year of business and that manages over $6 billion in client assets. Our firm is built around an award-winning culture, investment...

  • Portfolio Manager

    2 weeks ago

    Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full time

    BCV Asset Management Inc. provides portfolio management services to high-net-worth families, corporations, and institutional investors. We are a growing investment firm, based in Winnipeg, that has completed its eighteenth year of business and that manages over $6 billion in client assets. Our firm is built around an award-winning culture, investment...

  • Portfolio Manager

    3 weeks ago

    Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full time

    BCV Asset Management Inc. provides portfolio management services to high-net-worth families, corporations, and institutional investors. We are a growing investment firm, based in Winnipeg, that has completed its eighteenth year of business and that manages over $6 billion in client assets. Our firm is built around an award-winning culture, investment...

  • Portfolio Manager

    3 weeks ago

    Winnipeg, Manitoba, Canada Manitoba Government Full time

    THIS POSITION IS OPEN ONLY TO EMPLOYEES OF THE MANITOBA PUBLIC SERVICE.PM4 Policy and Program Analyst 4Regular/full-timePublic Service DeliveryPlanning and Delivery, Capital Project Planning and DeliveryAdvertisement Number: 43917Salary(s): PM4 $83,653.00 - $109,204.00 per yearClosing Date: March 30, 2025The Manitoba government recognizes the importance of...

  • Portfolio Manager

    2 weeks ago

    Winnipeg, Manitoba, Canada Manitoba Government Full time

    THIS POSITION IS OPEN ONLY TO EMPLOYEES OF THE MANITOBA PUBLIC SERVICE.PM4 Policy and Program Analyst 4Regular/full-timePublic Service DeliveryPlanning and Delivery, Capital Project Planning and DeliveryAdvertisement Number: 43917Salary(s): PM4 $83,653.00 - $109,204.00 per yearClosing Date: March 30, 2025The Manitoba government recognizes the importance of...

  • Portfolio Investment Manager

    7 days ago

    Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full time

    At BCV Asset Management Inc., we're dedicated to delivering exceptional portfolio management services to high-net-worth families, corporations, and institutional investors. As an integral member of our dynamic team, you'll have a demonstrated record of achievement in generating and evaluating investment opportunities, building and managing client portfolios...

  • Portfolio Management Professional

    23 hours ago

    Winnipeg, Manitoba, Canada Manitoba Government Full time

    About This RoleWe are seeking a highly skilled and experienced Portfolio Manager to join our team in the Planning and Delivery Branch of the Department of Public Service Delivery.In this role, you will be responsible for managing a portfolio of projects, providing strategic advice to the department on capital policies and priorities, and managing the...

  • Portfolio Management Executive

    3 days ago

    Winnipeg, Manitoba, Canada Manitoba Government Full time

    Position Description:This is an exciting opportunity to join the Planning and Delivery Branch of the Manitoba government as a Portfolio Manager. The successful candidate will play a key role in supporting client departments in their capital programming needs, capital planning, and delivering individual project plans for all capital...

  • Application Portfolio Manager

    3 days ago

    Winnipeg, Manitoba, Canada Manitoba Government Full time

    We are seeking an Application Portfolio Manager to join our Information Technology team at the Legislative Assembly. In this role, you will be responsible for managing the development and maintenance of projects associated with the Legislative Assembly's application portfolio.The successful candidate will have several years of experience in a technical role...

  • Welding Portfolio Manager

    5 days ago

    Winnipeg, Manitoba, Canada Miller Electric Mfg. LLC Full time

    Miller Electric Mfg. LLC is a leading manufacturer of arc welding products, and we're seeking a skilled District Sales Manager to drive growth across our welding portfolio.The successful candidate will have a proven track record in sales and distribution channels, with a strong ability to communicate the value offering to end-users at all levels. We're...

  • Wealth Advisor and Portfolio Manager

    3 weeks ago

    Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full time

    Are you a CFP professional who loves to meet with clients, analyze their goals and objectives, helping them plan their path to success while also actively managing their portfolio as a discretionary portfolio manager? Do you have experience in working with higher net worth clients? Are you looking for a new opportunity to join a collaborative, dynamic and...

  • Investment Portfolio Specialist

    7 days ago

    Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full time

    Are you looking for a challenging and rewarding career in asset management? Do you have a passion for investing and a desire to make a real difference in people's lives? If so, we encourage you to explore this exciting opportunity to become an Investment Portfolio Specialist at BCV Asset Management Inc.As an Investment Portfolio Specialist, you'll be...

  • Portfolio Management Specialist

    6 days ago

    Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full time

    Company OverviewBright Capital Ventures is a growing investment firm, providing portfolio management services to high-net-worth families and institutional investors. We are committed to delivering award-winning client service and long-term business relationships.Salary & BenefitsWe offer an attractive compensation package, including a comprehensive pension...

  • Maintenance Assistant

    5 days ago

    Winnipeg, Manitoba, Canada Manitoba Government Full time

    About the Role:">The Manitoba Government is seeking a qualified candidate to fill a position as Maintenance Assistant in the Winnipeg Region. As a key member of the team, you will be responsible for the completion of maintenance tasks within an assigned portfolio while ensuring adherence to Manitoba Housing's policies, procedures, and guidelines.">Key...

  • Portfolio Resource Specialist

    11 hours ago

    Winnipeg, Manitoba, Canada CareerArc Full time

    The Strategic Scheduling Coordinator is an integral member of our Client Service Team, playing a pivotal role in ensuring seamless portfolio resource coordination and effective scheduling support. This key position requires an individual who can think strategically, communicate effectively, and prioritize tasks efficiently. As a member of our dynamic team,...

  • Insurance Portfolio Manager

    6 days ago

    Winnipeg, Manitoba, Canada Impact Recruitment Full time

    Company OverviewThis community-based insurance brokerage is known for its creative and tailored insurance solutions. As a Personal Lines Account Manager, you will assist local communities in safeguarding their valuable possessions.

  • Investment Portfolio Manager Lead

    6 days ago

    Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full time

    Company OverviewBCV Asset Management Inc. is a Winnipeg-based investment firm, dedicated to delivering exceptional client service and building long-term relationships.Our ApproachWe take a disciplined, research-driven approach to investment management, focusing on dividend-growth equity and corporate fixed income securities.Key ResponsibilitiesThis role...

  • IT Portfolio Lead

    1 week ago

    Winnipeg, Manitoba, Canada Bass Pro Shops Full time

    About the RoleThis is an exciting opportunity for a skilled Project Manager to join our team. As a key member of our project management team, you will lead and support the day-to-day activities of small to medium projects. Your primary responsibility will be to facilitate the definition of project scope, planning, execution, monitoring, controlling, and...

  • Investment Portfolio Manager

    7 days ago

    Winnipeg, Manitoba, Canada TechAlliance of Southwestern Ontario, London Economic Development Corporation Full time

    At Canada Life, we're committed to helping our clients achieve their financial goals. As an Investment Specialist, you'll play a key role in processing investment transactions and trades, ensuring timely and accurate results.The position involves:Full scrutiny of received applications to ensure Service Level Agreements (SLAs) are metCommunication with...

  • Portfolio Management Associate

    1 week ago

    Winnipeg, Manitoba, Canada TechAlliance of Southwestern Ontario, London Economic Development Corporation Full time

    What You Will DoThe Investment Specialist will be responsible for:Processing investment transactions and tradesCommunicating with advisorsEntering applications into the WealthServ systemEnsuring adherence to processEmailing wire order confirmationCompleting transactions and tradesTransfer follow-upsWhat We OfferWe offer a diverse and inclusive workplace...