Research investment opportunities across asset classes at Chronicle Wealth while developing customized portfolios and investment policy statements for Canadian families.
As an Associate Portfolio Manager, you will support Chronicle Wealth's multidisciplinary Investment team. The position combines investment research, portfolio monitoring, client presentations, and operational oversight. You will evaluate objectives with Financial Advisors and analyze equities, fixed income, real estate, private equity, private debt, and alternative strategies.
Key Responsibilities:
- Research macroeconomic trends, markets, and investment strategies
- Construct customized fund allocations and asset mixes
- Monitor portfolios for investment policy statement compliance
- Prepare client presentations and review meeting materials
- Participate in Investment Committee activities and market commentary
Requirements:
- Two to five years of work experience
- CFA or CIM designation
- Current or prior applicable advising registration
- Excellent analytical skills and investment strategy understanding
- Interest in diverse asset classes and investing
Apply portfolio research, analytical judgment, and client focus across customized investments at Chronicle Wealth's Investment team.
Associate Portfolio Manager Investments in Toronto employer: Chronicle Wealth Ltd
Chronicle Wealth is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to thrive in their roles as they manage portfolios for high-net-worth clients. With a strong focus on professional development, employees have access to mentorship opportunities and the chance to work alongside experienced Financial Advisors, enhancing their skills in investment management and client relations. Located in a vibrant community, Chronicle Wealth offers a unique opportunity to contribute to meaningful financial solutions while enjoying a supportive environment that prioritizes employee growth and well-being.
