Associate, Portfolio Administration & Analysis

Salary Range:$80,000.00 To $90,000.00 Annually

Company Overview

Ventum Financial is one of Canada’s largest independent investment dealers with approximately 400 employees nationwide and approximately $10 billion in assets under administration. Known for its entrepreneurial spirit and client-first approach, Ventum Financial provides expertise across multiple sectors.

For institutional clients

Ventum provides expertise across a variety of sectors delivering a range of research, investment banking, advisory, and sales & trading services. For private clients, Ventum offers a comprehensive advisory and wealth management platform for its Investment Advisors and Portfolio Managers who provide customized advice to their clients and access to the full spectrum of securities products and services.

Position Overview

Our
Portfolio Management & Strategy
department plays a central role in the firm’s wealth management services. The team is responsible for overseeing Ventum’s discretionary portfolio management platform, supervising portfolio managers, managing the in-house proprietary Separately Managed Account (SMA) strategies, overseeing external SMA mandates, and providing investment research and portfolio strategy support to advisors and clients throughout the firm.

Our internal discretionary portfolio platform currently manages a diverse suite of investment strategies, including Balanced, Dividend Growth, Canadian Large Cap Growth, U.S. Growth, and ETF portfolios. Ventum Financial offers a wide range of externally managed discretionary portfolios to choose from.

As our business continues to grow, we are seeking an experienced and intellectually curious investment professional to join our team. The highly motivated
Associate, Portfolio Administration & Analysis
will become an integral member of our Portfolio Management & Strategy team.

Working directly with the Managing Director and Lead Portfolio Manager, you will participate in virtually every aspect of the portfolio management process. This is an exceptional opportunity for an investment professional looking to expand their analytical capabilities, contribute to investment decision-making, and build a long-term career in discretionary portfolio management.

This is not simply an administrative role. You will have the opportunity to contribute ideas, participate in investment discussions, and play a meaningful role in the continued development of our portfolio management platform.

Key Responsibilities

• Supporting all aspects of the discretionary portfolio management process
• Assisting with investment strategy development and portfolio construction
• Conducting asset allocation and sector allocation research
• Screening, analyzing and monitoring equity investment opportunities
• Performing quantitative and fundamental investment analysis
• Assisting with portfolio risk management and performance monitoring
• Preparing economic, market, portfolio strategy and investment research reports
• Supporting portfolio managers with client communications and investment presentations
• Assisting in the ongoing management and oversight of Ventum’s discretionary SMA platform
• Providing analytical support to investment professionals throughout the firm

Who You Are

You are currently employed at a CIRO-regulated investment dealer, asset management firm, pension fund, or institutional investment organization and are looking for an opportunity to further your learning and where your work has direct impact.

You enjoy analyzing companies, markets, and investment strategies, possess strong financial and accounting knowledge, and are eager to broaden your portfolio management expertise. Most importantly, you want to be part of a collaborative team where your ideas are valued and your career can continue to grow.

Qualifications & Experience

• University degree in Finance, Economics, Quantitative Finance, Commerce, or a related discipline
• Completion of the Chartered Financial Analyst (CFA) Program
• Minimum five years of experience in portfolio management, equity research, financial analysis, or investment management related field
• Strong knowledge of financial statement analysis and company valuation
• Advanced Microsoft Excel…