Investment Portfolio Manager AB

Join Palisade Capital Management as an Investment Portfolio Manager in Calgary, AB. Lead discretionary portfolio management, strategic asset allocation, and client relationship development.

In this full-time on-site role, you will oversee client investment portfolios at Palisade Capital Management. The Portfolio Manager’s key focus will be to align investment strategies with client objectives while leveraging extensive knowledge of capital markets. You will also contribute to marketing initiatives and ensure high-quality client presentations.

Key Responsibilities:

• Lead client engagement for portfolio construction

• Develop marketing materials for client presentations

• Construct and optimize model investment portfolios

• Participate in investment committee discussions

• Ensure effective communication with clients on portfolio performance

Requirements:

• 1-5 years in investment management experience

• Bachelor’s degree in finance, economics, or business

• Familiarity with trading platforms and execution practices

• Strong ethical standards and fiduciary mindset

• Excellent written and verbal communication skills

Transform investment outcomes at Palisade Capital Management while working collaboratively to enhance client portfolios.
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