Senior Portfolio Manager
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Job Location:
Monthly Salary:
Experience Required:
Posted on:
12 hours ago
Vacancies:
1 Vacancy
Job Summary
This is a remote position.
We are proud to partner with a great wealth management firm to recruit a sales-driven highly independent Portfolio Manager to join their team. This senior role offers the opportunity to work with high-net-worth families executives and entrepreneurs while shaping institutional-quality investment strategies. The ideal candidate is a self-motivated professional with strong business-development instincts and deep expertise in managing complex portfolios. If you excel in a client-focused environment and are looking to make a significant impact within a growing organization we invite you to explore this opportunity.
Key Responsibilities
- Develop and implement comprehensive investment strategies for high-net-worth clients
- Conduct sophisticated portfolio analysis and risk management
- Build and maintain relationships with institutional investment partners
- Collaborate with clients other advisors (legal tax banking)
- Mentor junior team members and contribute to firm growth
- Stay current with market trends and regulatory changes
Requirements
- CFA or CIM designation or equivalent professional certification
- Minimum 8 years of portfolio management experience
- Experience with high-net-worth clients and complex financial situations
- Strong analytical and communication skills
- Knowledge of Canadian and international investment markets
- Experience with alternative investments and institutional strategies
Benefits
- 100% remote with a downtown Toronto office available if you prefer to work on-site.
- Benefits start on day one.
- Compensation is flexible: you can choose a higher-percentage 100% commission structure or a base salary plus a smaller commission.
- Tons of room for growth.
Required Skills:
CFA or CIM designation or equivalent professional certification Minimum 8 years of portfolio management experience Experience with high-net-worth clients and complex financial situations Strong analytical and communication skills Knowledge of Canadian and international investment markets Experience with alternative investments and institutional strategies
Company Industry
IT Services and IT Consulting
Key Skills
- Project / Program Management
- Project Portfolio Management
- Portfolio Management
- Credit Analysis
- Banking
- Pricing
- Analysis Skills
- Project Management
- Financial Analysis
- Budgeting
- Property Management
- Contracts
