Associate Portfolio Manager Job Toronto area,Ontario Canada,Finance & Banking

Job Description

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

The Ascendant Wealth Partners (AWP) team is a Toronto-based boutique investment management firm within RBC Dominion Securities that is committed to a holistic approach, integrating financial, tax, and legal considerations with a focus on client service. This highly performing Advisory Team consists of 30 professionals, including 7 Partners, and is entrusted with managing over $8 Billion of capital offering unbiased, personalized advice to families and institutions.

The Ascendant Wealth Partners (AWP) team is currently seeking a dynamic and experienced Associate Portfolio Manager who excels in crafting tailored investment strategies for our high-net-worth clientele. The successful candidate will help shape the execution of our investment management and asset allocation strategies. This person will be a key member of the AWP team and will report directly to the heads of AWP’s Investment Research and Asset Allocation, respectively.

What will you do?

Contribute to tactical asset allocation analysis and decisions based on macro-economic conditions and quantitative analysis.

Perform portfolio construction and optimization across asset classes.

Prepare asset allocation materials and present recommendations to Asset Allocation committee and AWP partners.

Support client communication by articulating asset allocation recommendations and market outlook.

Stay current on global economic trends and research.

Perform ad-hoc deep analysis on specific asset classes, as required.

Prepare investment committee materials.

Involved in third party manager due diligence and monitoring.

Lead third party manager peer benchmarking, quantitative analysis and qualitative review process.

What do you need to succeed?

Must Have

University Degree in a related field (Economics and/or Business)

Chartered Financial Analyst designation or CFA Level 1 with willingness to work towards completion

3-5 years’ experience in asset allocation or investment strategy within the investment management industry

Exceptional written and verbal communication in English

Experience working in a collaborative team environment

Strong understanding of portfolio theory and asset allocation models

Proficient in Excel and other portfolio analytic systems such as Fact Set, Bloomberg etc

Nice to Have

CFP Designation (Certified Financial Planner)

Experience with capital market assumptions, scenario analysis and portfolio optimization tools

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

Leaders who support your development through coaching and managing opportunities

Ability to make a difference and lasting impact

Work in a dynamic, collaborative, progressive, and high-performing team

Opportunities to take on progressively greater accountabilities

Opportunities to building close relationships with clients

Job Skills

Analytical Thinking, Client Service, Communication, Finance Strategy, Financial Services Industry, Investments, Investment Strategies, Teamwork, Wealth Management

Additional Job Details

Address:

170 BLOOR ST W:

TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Final date to receive applications:

Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above

Compensation for this position (including salary and…