Associate Portfolio Manager – Global Infrastructure
Our client is an independent asset management firm focused on delivering superior, risk adjusted, long-term returns through a disciplined, high-conviction investment approach. With over $1 billion in assets under management, the firm combines the agility of an entrepreneurial boutique with the robust infrastructure and stability of a significant private parent company. They specialize in concentrated portfolios, providing institutional-grade investment solutions to both retail and institutional partners.
The firm is defined by a culture of transparency, professionalism, and a commitment to "investing alongside our partners".
As Associate Portfolio Manager, you will play a pivotal role in managing a global infrastructure mandate, focusing on high-quality businesses with durable competitive advantages. This is a high-impact opportunity to join a lean, high-calibre investment team. You will be responsible for bottom-up fundamental research, global equity valuation, and thematic analysis to identify high-quality businesses that fit the firm’s investment philosophy. In this hands-on role, you will be deeply involved in representing the firm’s investment thesis to advisors and institutional stakeholders and growing the AUM of the mandate.
AboutYou
- You are a high-conviction investor with 2+ years of buy-side experience, preferably within global infrastructure equities.
- You are currently registered (or eligible) as a Portfolio Manager – Associate Advising Representative with the OSC and have completed a minimum of Level 1 of the CFA designation.
- You possess a "business owner" mindset, and appreciate the opportunity to build a franchise within an overall asset management business.
- You have the proven ability to dissect financial reporting and articulate a clear investment thesis.
- You are proficient with Bloomberg, One Note and AI tools in implementing your investment process.
- You are a confident, articulate communicator capable of managing capital and supporting the sales and asset gathering process.
- You are dedicated to positively contributing to a business’ culture.
This is a rare chance to take a visible seat at a growing firm where you aren't just a cog in a machine, you are a key contributor to the investment process. Beyond a competitive base salary and a performance-driven bonus structure, you will join a culture that rewards autonomy, meritocracy, and entrepreneurial spirit. The position is based in Toronto and team members are generally in the office 5 days per week.
You will benefit from a low bureaucracy, high-transparency setting where the focus is solely on delivering excellence.
If you are a disciplined investor looking to move away from "benchmark-hugging" and toward a high-conviction, focused growth environment, we want to hear from you.
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