Portfolio Manager/Managing Partner

Vancouver, British Columbia (CA)
To be discussed
08 Dec 2020
06 Feb 2021
CFA Charterholder
Employment Type
Full Time

Portfolio Manager/Managing Partner
Ballantyne Capital Ltd.
Vancouver, BC

The Opportunity:

Do you thrive in a work environment that is more entrepreneurial and less hierarchical? Do you enjoy working with a team of like-minded investment professionals who bring passion and energy to their work every day? As part of our growth strategy, we seek to increase our portfolio management team. The ideal candidate is an experienced portfolio manager who is entrepreneurial and aims to contribute to a growing company. This position will present an ownership opportunity for the right individual.


Ballantyne Capital Ltd., founded in 2018, is a Vancouver-based independent investment management firm that deals with high-net-worth clients. Our company is named after Ballantyne Pier, built-in 1923 and is a historic commercial area that contributed to Vancouver's development as a major hub for trade and growth. Similar to Ballantyne Pier, we are contributing to our client's long-term prosperity.

As a boutique firm, we have created a robust platform in terms of people, investment strategy, client service & reporting, compliance, and trading. We believe there is a need for a differentiated investment experience than those provided by Canada's national asset managers. As an investment-led firm, we will always stay committed to our core values and ensure our client's needs and best interests remain paramount.

Candidate Attributes

  • A qualified portfolio manager with three to five years of related work experience managing money and dealing with high-net-worth clients
  • Can develop a book of business as the AUM determines a significant part of your compensation
  • Possess an entrepreneurial spirit
  • Able to register as an advising representative with the BCSC
  • Exceptional analytical skills and the ability to think critically and creatively
  • Undergraduate degree and CFA designation

Responsibilities & Qualifications

  • Work with other members of the portfolio management and operation team
  • Develop and manage a portfolio of discretionary accounts and investment models
  • Keep up to date on market trends and macro factors to evaluate our current investment outlook and strategy   
  • Promote our services through the delivery of presentations, developing referral networks, and increase awareness in the community
  • Possess leadership skills and always acts with honesty, integrity, and high ethical standards
  • Displays enthusiasm, optimism and passion while maintaining a high level of productivity
  • While working collaboratively with your peers is essential; a high degree of autonomy is also important

Application Requirements

If this opportunity is of interest to you, please provide a cover letter and resume. Include a description of the attributes that make you entrepreneurial, and how have you demonstrated this trait in the past? If you have questions, contact us at info@ballantynecap.com. We thank all applicants and advise that only those selected for an interview will be contacted. The deadline is February 10, 2021.

Also, check out www.ballantynecap.com to learn more about our firm.

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