At a Glance
- Tasks: Drive investment excellence and enhance portfolio performance for clients.
- Company: Join 1832 Asset Management L.P., a leader in asset management.
- Benefits: Competitive salary, professional development, and dynamic work environment.
- Other info: Opportunity to travel and engage with clients while analyzing market trends.
- Why this job: Be the key client-facing representative and make a real impact in investment strategies.
- Qualifications: Bachelor’s degree required; MBA/CFA preferred with 5-7 years in asset management.
The predicted salary is between 98550 - 120450 $ per year.
Drive investment excellence at 1832 Asset Management L. P. as a Client Portfolio Manager in Ontario. Engage with clients, articulate strategies, and enhance portfolio performance.
As a member of the Growth Equities Investment Team, you'll be the key client-facing representative.
This role demands expertise in asset management, particularly in growth investing, to manage client relationships effectively.
You'll communicate market insights, articulate investment philosophies, and address client inquiries while contributing to business development initiatives.
Key
Responsibilities
- Serve as the investment representative for the growth team
- Communicate portfolio decisions and market insights
- Conduct client meetings and reviews
- Prepare RFPs and investment materials
- Analyze market trends for product positioning
Requirements
- Bachelor’s degree required; MBA/CFA preferred
- 5–7 years in asset management, ideally as a CPM
- Strong knowledge of equity markets and investment strategies
- Excellent communication and analytical skills
- Willingness to travel as required
Deliver exceptional client-focused investment management by leveraging your skills in a dynamic investment environment. #J-18808-Ljbffr
Investment Client Portfolio Manager – Ontario in Toronto employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
