Portfolio Manager

Role Description

This is a full-time, on-site Portfolio Manager role based in Calgary, AB. The Portfolio Manager will be responsible for managing discretionary client investment portfolios, aligning asset allocation and investment selection with client objectives, risk profiles, and firm guidelines.

Responsibilities

Day-to-day tasks include:

• Engaging with existing and prospective clients to understand their financial goals, return expectations, and risk tolerance in order to construct and manage portfolios that are suitable to their individual needs.
• Assisting in the creation and communication of marketing materials and client presentations, ensuring clarity, accuracy, and a high standard of professional presentation.
• Conducting fundamental and quantitative research, monitoring markets, executing trades, and managing portfolio risk.
• Assist in the construction and ongoing monito...