Associate Portfolio Manager/Portfolio Manager
Due to the growth of our firm we are seeking an Associate Portfolio Manager (APM) or qualified Portfolio Manager (PM) to join our team. The ideal candidate will need to be well-rounded with strong interpersonal and technical skills (investment research and utilizing software systems) to contribute to the multiple functions within Kinsted.
The candidate will be responsible for opening new client accounts, servicing and managing client portfolios, research, portfolio monitoring and trade execution. The candidate will receive most of their client relationships from established referral sources. However, developing their own client relationships and networks will accelerate their development as a portfolio manager. The candidate will work within a team environment with the other 6 Portfolio Managers at the firm.
Initial compensation will be a base salary plus individual and team objectives. A direct variable compensation component on individual revenue generation will be part of the career progression.
The qualified candidate needs to be registered immediately as an Associate Advising Representative (AAR), at a minimum, with the Alberta Securities Commission. To be registered as an AAR the individual must have completed Level 1 of the CFA or received the CIM designation, plus have 24 months of relevant investment management experience. The successful candidate will be expected to work towards achieving their CFA designation while employed at Kinsted.
Please email: firstname.lastname@example.org with your resume.
For more information on our firm visit our website Kinsted.com
We thank all applicants for their interest and all submissions will be held in strictest confidence. We advise that only those selected for interviews will be contacted.