Private Wealth Portfolio Manager
- Employer: iA Private Wealth Inc.
- Office: 26 Wellington Street East
- Location: Toronto, Ontario
- Other Possible Location(s): Quebec, Quebec; Montreal, Quebec
- Job category: Business Administration, Finance and Accounting
- Job ID: JR10020493
- Job type: Permanent Job
- Apply before: 2024-07-15
Description
JOB PURPOSE:
This role will supervise and manage the assets of a suite of existing investment funds in accordance with their pre-established investment policies as described in their offering documents. The PM will also work closely with the investment committees of the funds to coordinate investment decisions during investment committee meetings and will perform similar duties on new funds that are created.
This role will also contribute to the oversight and growth efforts of the dealer’s discretionary PM and Unified Managed Account platforms, and will play a key role in the UMA program’s overlay portfolio management function.
MAIN DUTIES & RESPONSIBILITIES:
Supervise and manage the assets of a suite of existing investment funds
KYP on all investments held by the funds
Monitor and perform periodic reviews of fund performance
Daily portfolio monitoring of a suite of funds (investment policy, strategy and investment restrictions)
Monitoring of cash movements/net cash flows (redemptions and contributions, distributions, if any)
Trade execution
Producing and approving trade blotters
Trade and account reconciliations
Portfolio rebalancing
Approving or rejecting investment opportunities recommended by the investment committee
Contribute to the overlay management efforts of the unified managed account platform
Play a role in assessing candidates for the dealer’s discretionary PM platform
Perform the supervision function for advisors who are part of the dealer’s discretionary PM platform
JOB REQUIREMENTS:
Education & Qualifications:
Currently or previously registered as a Portfolio Manager with a securities regulator
Very strong investment acumen and understanding of portfolio construction principles
Experience in portfolio allocation, portfolio rebalancing, trade execution and reconciliation
Good knowledge of alternative investments (real estate, private equity, private debt, etc.)
Strong understanding of the Canadian full-service wealth management space
Undergraduate or graduate degree in finance or related fields
CFA or CIM designation
Must be fluent in English and French to communicate with advisors across the country
Experience:
Minimum of five years of experience in the Canadian wealth or asset management industries
Specific skills & abilities or areas of knowledge:
In Addition:
Potentially minor travel
At iA, we invest,
in you.
Our employees are our best investment and we have much to offer them.
Company Overview
About
iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
Our commitment to Diversity and Inclusion
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.