Description
As an Associate Portfolio Manager, PH&N Investment Counsel, you are a member of a professional team responsible for building and managing a high-performance investment counselling franchise.
You will work with experienced Investment Counsellors to build customized investment strategies for high net worth individuals, trust, and charitable foundations.
Responsibilities
- Proactively identify, investigate and resolve client inquiries and provide the Investment Counsellors with recommendations for resolution of complex situations
- Develop, document and maintain a profile for each client including next steps to increase and solidify the relationship
- Proactively participate in regional/national projects that seek to continuously improve upon client solutions as well as operation efficiencies
- Assist in the construction of customized investment strategies, models, proposals, and action plans for existing and potential clients
- Implement action plans and pro-actively manage client portfolios to ensure highest level of return and service to the client
- Ensure client portfolios are structured and managed within parameters outlined in the Investment Policy Statement
Requirements
- Successful completion of CFA level 1 with intention to complete
- CSC
- Minimum of 5 years Investment industry experience
- Portfolio management experience (3 years plus)
- University Degree (preferably in business and/or economics)
Nice to Have
- CFA designation
- CIM designation
- CFP designation
What's in it for you?
- A comprehensive Total Rewards Program including bonuses and flexible benefits
- The opportunity to do challenging work in a dynamic, collaborative, progressive and high-performing team
- Opportunities to build close relationships with clients
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