Associate, Institutional Clients

Employment Opportunity for the position of Associate, Institutional Clients
Vancouver, BC

Leith Wheeler Investment Counsel Ltd. Is an employee-owned firm, headquartered in Vancouver with offices in Calgary and Toronto. We manage over $28 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada.

We are looking for an Associate to support our team of Portfolio Managers and work alongside our Associates. The Associate role plays a critical function in providing a variety of portfolio information to institutional clients, investment consultants, and other service providers.

If you are aiming for a career in the investment industry, are passionate about client service, and thrive in a dynamic team-based environment, this opportunity is tailor-made for you.

Responsibility Areas:

• Support the team of Portfolio Managers in servicing client relationships
  • Coordinating and responding to cash flow requests (validating requests, seeking allocations from Portfolio Managers, and coordinating execution with internal parties)
• Assist with monthly and quarterly report generation
  • Verify and analyze performance results
  • Tailor reports to meet client requirements
• Performance verification and attribution analysis
• Respond to information requests from Portfolio Managers, clients, investment consultants, and other service providers in a timely manner
• Prepare (i) presentation material for clients, (ii) due diligence questionnaires and (iii) prospective client proposals (RFPs)
• Continually work towards improving existing processes and procedures
• Assist with various projects within team and around the firm, as required

Qualification and Experience:

• Bachelor of Commerce degree or similar
• 2 to 3 years of experience working in financial services is an asset
• Proficiency in Excel, Word, Power Point, and Outlook
• Enrollment in the CFA program is an asset
• Familiarity with Bloomberg, Advent, and Salesforce software is an asset

Attributes for success:

• Positively contributing to our Culture Blueprint – Character (Be Genuine), Connection (Build Relationships), and Commitment (Deliver Excellence)
• Impeccable professional ethics and integrity
• Highly proficient at managing multiple tasks and changing priorities
• Ability to make informed decisions under tight deadlines
• Excellent verbal & written communication skills
• A keen eye for detail
• Passionate about financial markets
• Thrives in a team-based environment

Salary: 

$65,000 – $70,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).

Diversity and Inclusion: 

Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, color, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.

If what you just read appeals to you, please send us your resume at careers@leithwheeler.com. If your profile aligns with our requirement, we will gladly reach out to you.