Associate Portfolio Manager

Recruiter
Gold Investment Management Ltd.
Location
Edmonton, Alberta
Salary
We offer a competitive compensation and benefits package, including the potential for bonus pay &...
Posted
04 Jan 2022
Closes
31 Jan 2022
Certifications
Passed CFA Level I
Employment Type
Full Time
Education
Bachelors

Established in 2007, Gold Investment Management Ltd. is a registered portfolio manager and currently serves clients in Alberta, British Columbia, Saskatchewan, Manitoba, Ontario, Quebec and Nova Scotia. Gold Investment Management also serves clients in the United States where we are registered as an investment adviser with the U.S. Securities and Exchange Commission.

We are currently seeking a highly motivated individual to join our team in the following permanent, full-time position in our Edmonton Office:

  • Associate Portfolio Manager

Under the guidance and supervision of Senior Portfolio Managers:

  • You will work closely with our clients to build long-term relationships and deliver the high- touch discretionary investment services that they have come to expect of our boutique firm. In order to discharge our “Know Your Client” (“KYC”) obligations, you will perform annual and periodic client reviews.
  • You will assist with new client onboardings, development of Investment Policy Statements (“IPS”), Investment Management Agreements (“IMA”) and make investment recommendations to Senior Portfolio Managers. As part of this process, you will assess investment needs and objectives, a client’s ability and willingness to take on risk, and recommend suitable portfolios based on a number of assessment factors.
  • Act as a member of the Investment Committee and conduct security specific and sector research to assist our firm with meeting “Know Your Product” (“KYP”) obligations. You will learn and consider our firm’s investment philosophy and assess tax efficiency, trading costs and other factors when assisting with the decision-making process.
  • You will assist in portfolio construction, rebalancing strategies and trade execution, including pre-trade and post-trade analysis to ensure portfolios are managed within their investment objectives.
  • You will generate and analyze performance and risk reports while using multiple management systems.
  • Assist with our quarterly reporting and corporate reorganization processes, and complete ad hoc project work.

Qualifications:

  • BCom, Finance or MBA, Finance is considered an asset
  • Passed CFA Level I exam or possess the CIM designation
  • Advanced Excel skills
  • Strong communication, problem solving, organization and attention to detail
  • The ability to multi-task, prioritize, and manage a wide variety of duties
  • Ability to maintain the highest standards in any task, even when working with strict deadlines
  • A natural aptitude for providing top-tier service and fostering relationships with clients, colleagues and stakeholders.
  • Adherence to high ethical standards and ability to stay mindful of compliance obligations while performing tasks

Experience: Previous registration as Associate Advising Representative (AAR) or Advising Representative (AR) or 2 years of relevant investment management experience.

Salary: We offer a competitive compensation and benefits package, including the potential for bonus pay and equity ownership.

Closing date: January 31, 2022

How to Apply: Please send your resume and cover letter, in strict confidence, to Marisa Pazder at mpazder@gold-im.com. We thank all applicants in advance; however, only individuals selected for interviews will be contacted.

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