Trader & Portfolio Analyst

West Oak Family Office
Calgary, Alberta (on-site)
Total compensation package (salary, benefits, semi-annual bonus, ownership potential)
03 May 2022
27 May 2022
Job Function
Employment Type
Full Time

About Us

Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel and Wellington-Altus Private Wealth the top-rated* wealth advisory company in Canada and one of Canada's Best Managed Companies. With more than $21 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients.

The Team: A multi-family office located in Calgary Alberta with over $1 Billion in Assets Under Management (AUM). More than a traditional wealth management offering, West Oak Family Office provides a platform for high and ultra-high-net-worth families which is fully integrated, independent, and dedicated to the families they serve, with a long-term focus on each family’s success.

*Investment Executive 2021 Brokerage Report Card

Position Overview

West Oak is seeking a full-time Trader & Portfolio Analyst in Calgary, AB to join our growing family office investment management practice.

Trader & Portfolio Analyst

  • Collaborate with investment management committee on research, development and deployment of proprietary equity and fixed income investment models
  • Determine tax efficient and cost-efficient deployment of investment strategies for entire client base of high-net-worth households
  • Build, compile and execute large volumes of equity and fixed income trades daily as determined by capital inflows and outflows for entire client base
  • Quarterly rebalancing of proprietary quantitative investment models across entire client base
  • Execution of Asset Allocation shifts across entire client base

Key Responsibilities

  • Daily monitoring of capital movements and transactions for all client portfolios
  • Determine optimal tactical asset allocation across accounts for all households
  • Organizing and building trade lists
  • Fixed income and equity trade execution on large volumes of high value trades
  • Collaborate with investment management committee at weekly meetings
  • Monitoring market prices and conditions

Position Requirements

  • 5+ years of industry experience with at least two years of trading equity, fixed income, FX, derivatives
  • Excellent attention to detail
  • An ability to maintain composure and communicate effectively in high-stress situations
  • Working within a fast-paced and dynamic environment
  • Demonstrated ability to communicate effectively with clients and colleagues
  • Mastery of the Microsoft Tools suite, specifically Excel
  • Registered with IIROC as a Licensed Associate or Associate Portfolio Manager
  • Completion of CSC and / or CPH
  • CFA (preferred)
  • Experience using 
    • Bloomberg
    • Thomson One
    • Bulk trading systems

Nice to have

  • Competence in data science programming language (Python, SQL, JavaScript)


West Oak is committed to offering a comprehensive portfolio of employee benefits designed to support the health and well-being of you and your family. Benefits include:

  • Medical, dental, and vision coverage
  • Life insurance and travel coverage
  • Complimentary health club membership
  • Reimbursement for educational designation & programs

Job Type:

  • Full-time (in office) with virtual access if need be


  • Commensurate with experience with semi-annual bonuses based on asset growth, trading accuracy, and investment management results
  • Ownership potential in Wellington Altus Private Wealth (WAPW)


  • Monday to Friday: 7:30AM – 3:30PM

Conditions of employment:

  • Must be legally eligible to work in Canada
  • A background check, satisfactory to the employer, will be required of the successful applicant prior to commencing employment

Submission Deadline:

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