Senior Portfolio Manager

Toronto (City), Ontario (CA)
This position offers a competitive remuneration package.
Feb 23, 2018
Mar 25, 2018
Industry Sector
Asset Management
CFA Charterholder
Employment Type
Full Time

Evolve ETFs is a rapidly growing asset management firm focused on active and thematic index-based ETFs. We currently have 12 ETFs listed on the TSX many of which are first of their kind in Canada. Evolve is made up of industry veterans with a proven track record of success.

Candidate Profile

  • Develop portfolio strategies to fit within established fund mandates and for creation of new fund products
  • Develop and execute a plan for fundamental analysis of individual securities
  • Assess the investment merits of new issues
  • Manage portfolios including equities, bonds, options, futures, and forex
  • Develop and deliver presentations to investment advisors and institutional investors
  • Media training is an asset
  • Conduct portfolio return attribution analysis
  • Assist sales department in positioning our products within larger investor portfolios
  • Develop positive relationships with investment advisors and broker-dealers
  • Ability to thrive in an entrepreneurial, high-growth environment
  • Contribute to a positive, team-based investment culture
  • Maintain a positive reputation for professionalism and knowledge
  • Operate with integrity and the highest ethical standards

Professional Qualifications and Experience

  • CFA designation
  • Minimum 2 years’ relevant investment management experience
  • Qualifications to be immediately registered as an Advising Representative
  • 5+ years professional experience in the financial services industry
  • Undergraduate or graduate degree in business, accounting, or related field
  • Partners, Directors, and Officers Program would be an asset
  • Compliance experience would be an asset
  • Technology skills would be an asset

This position offers a competitive remuneration package.

Interested candidates may send their resume to Raj Lala, President & CEO: 
Please note that only successful applicants will be contacted.