Trader & Portfolio Analyst

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)

Benefits

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

Pay:

• 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)

Schedule:

• 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:

• Please submit a cover letter & CV to justin.charbonneau@wellington-altus.ca due by May 27th, 2022