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Portfolio Manager
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Nantis Asset Management Inc. is a rapidly growing investment manager serving global clients. Our current business is to structure and manage portfolios of junior mining companies to provide tax benefits to investors, and we have ambitious plans to expand much beyond that. We have an exciting position for the right candidate with entrepreneurial spirits:
ROLE: Portfolio Manager
Location: Montreal (hybrid)
Duration: 12 months to permanent
Compensation: Competitive
SUMMARY OF DAY TO DAY RESPONSIBILITIES:
· Work with experienced portfolio managers to manage investment portfolios
· Conduct securities research and analysis, select suitable securities and structure portfolios according to investment guidelines;
· Manage discretionary investment funds, including investment decision making, trading, monitoring, rebalancing, performance analysis and risk management;
· Coordinates client onboarding process and fulfill KYC and KYP requirements
· Assist in marketing and presentations
· Opportunities to grow with the organization
SKILLS:
· Desire to learn and ability to adapt to a dynamic work environment
· Team player with the ability and confidence to work independently
· Strong client communication and interpersonal skills
· Attention to detail
· Excellent priority-driven organizational and time management skills
· Comfortable with the use of technology
MUST HAVE:
· CFA designation with at least one year of investment experience, or CIM with at least four years of investment experience
· Qualified to be registered as Advising Representative by The Autorité des marchés financiers (AMF)
· University or College degree (Business majors preferred)Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall.
Only candidates selected for interview will be contacted. We appreciate your understanding.