Associate Portfolio Manager in Waterloo

Location: Southwestern Ontario

Join PH&N Investment Counsel as an Associate Portfolio Manager in Waterloo, Canada. This role focuses on developing customized investment strategies for high net worth individuals and foundations, enhancing your career in investment management.

Working alongside experienced Investment Counsellors, you will take part in enriching client solutions and reinforcing relationships through dedicated service. With a minimum of three years in portfolio management, you’ll be instrumental in constructing and implementing strategic investment plans.

Key Responsibilities:

• Proactively manage client inquiries and relations

• Document and enhance client profiles for better engagement

• Participate in projects to improve client service

• Assist in custom investment strategy development

• Ensure portfolio compliance with outlined policies

Requirements:

• 5+ years in the investment sector

• Successful completion of CFA level 1

• Portfolio management experience of at least 3 years

• University Degree in business or economics

• Proficient in client counseling and relationship management

Utilize your portfolio management skills and become a vital asset to PH&N as an Associate Portfolio Manager.
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