Institutional Portfolio Manager

INSTITUTIONAL PORTFOLIO MANAGER - INSTITUTIONAL CLIENT MANAGEMENT

Full-time, Calgary, AB

Be Boring. Make Money.™ is our investment approach, but we are anything but dull. We are a diverse team of professionals—all with a shared goal: to be the best.

We celebrate our unique and independent culture. We take pride in doing things a little differently than other investment firms. Our pursuit of excellence means that a career with Mawer is demanding, however, interesting challenges are plentiful, and innovative ideas, diverse opinions, and teamwork are expected and rewarded regardless of title or tenure. 

The Opportunity

We are currently seeking an exceptional colleague to join our Institutional Portfolio Management team. We are looking for a bright, self-motivated high-performer who is passionate about client service and investment management. The individual must be willing and able to strengthen our culture and help us continue to build Mawer into one of the best investment management firms in the world.

The Institutional Portfolio Manager (IPM) will be responsible for portfolio management, client servicing, and operating as an investment specialist (subject matter expert) able to clearly articulate Mawer’s investment philosophy, process, and details of each asset class strategy.  

This position reports to the Director of Institutional Client Management.

Primary Responsibilities

Portfolio Management 

• Act as an investment professional who can stand in for the asset class managers (portfolio managers) with institutional clients, consultants, and institutional prospects
• Work with asset class managers to fully understand portfolio management decisions and underlying investment thesis 
• Manage a portfolio of approximately 40 institutional clients
• Implement changes to the structure of the portfolios to ensure appropriate diversification, risk, return, etc. 
• Work with clients to evaluate, analyze, draft, and implement investment policies consistent with the objectives and risk tolerance of the organization 
• Meet with clients and prospects to explain the investment philosophy, process, and performance of specific investment strategies
• Work closely with Mawer’s sales and marketing teams to effectively communicate product information
• Full awareness of implications of current events to client portfolios 

Client Relationships

• Responsible for all aspects of client relationship building, including client review meetings, investment commentary, investment policy compliance, and reporting
• Work collaboratively with appropriate areas of the firm to coordinate all client requests
• Highly competent communicator with ability to clearly articulate details of investment philosophy, process, and investment results 

Ad Hoc Responsibilities 

• Promote the firm by enhancing its marketplace presence through attending industry functions such as open houses and seminars, and participate as a host, speaker, or presenter 
• Develop new prospects and profitable business within the marketplace and current client base 
• Actively participate in the firm’s thought leadership initiatives through written communications and other media  
• Support a work environment that inspires innovation, creativity, collaboration, and diversity

Education, Skills, & Qualifications

• University Degree 
• CFA designation 
• Advanced (10+ years) investment industry experience, preferably in an institutional client-facing role and successful business development track record 
• Currently registered as an Advising Representative (Portfolio Manager) with the provincial securities commission where operating 
• Willingness to travel frequently is a requirement of the role

Why Mawer?

• Directly contribute to the firm’s growth as a global investment manager.
• Learn and work alongside high-performing individuals, within a team that has consistently delivered exceptional long-term investment results and the highest levels of client satisfaction (our client retention is 99%).
• Be a part of a meritocracy in which the quality of ideas supersedes hierarchy. At Mawer, talented individuals can progress quickly, regardless of tenure or experience.
• We offer the potential for ownership over time based on the firm’s selection criteria.
• We have a unique culture, one that emphasizes integrity, clients’ interests, excellence, teamwork, and long-term thinking.

About Mawer

Established in 1974, Mawer Investment Management Ltd. is an independent firm that provides investment management across all major asset classes to a broad range of individual and institutional clients. We are proud of our reputation as one of Canada’s most respected investment management firms and strive to continually deliver long-term investment excellence, build strong client partnerships, and live our core values. Mawer currently has over $60 billion in assets under management and employs over 200 people across locations in Calgary, Toronto, and Singapore.

Application Instructions

Applicants should visit http://www.mawer.com/careers/ to view this job posting and other Current Opportunities. Please submit your résumé and cover letter by December 13, 2019. Only applications that include all required materials will be considered.

No telephone inquiries please.

We thank all applicants and advise that only those selected for an interview will be contacted.