Job Title

Company Description Our client is an independent Portfolio Management firm based in Vancouver, BC. Their goal is to put clients first, providing independent advice and utilizing a variety of investment tools to deliver quality service. They follow the principles of value investing and create customized investment policy statements and portfolios for each individual client based on their financial goals. They are looking for existing Portfolio Managers who are ready to venture on their own. They are a smaller and more nimble firm without all the bureaucracy that the big/bank owned firms have. Their first duty is to clients and not to shareholders which is the cornerstone of how we make investment and business decisions. Role Description As a Portfolio Manager at our client, you will be responsible for managing investment portfolios on behalf of their clients. This role requires a deep understanding of financial markets, strong analytical skills, and the ability to deliver exceptional client service. The ideal candidate will have an existing client base, a CIM or CFA designation, and a minimum of 3 years of work experience in investment management. In addition to managing assets, they are looking for someone who wants to grow their business and market by appearing on BNN Bloomberg often. Key Responsibilities: Appear on BNN Bloomberg Monthly Manage investment portfolios in accordance with client objectives, risk tolerance, and investment policies Conduct thorough financial analysis and market research to identify investment opportunities Develop and implement investment strategies to optimize portfolio performance Monitor portfolio performance, assess risk exposures, and make adjustments as necessary Cultivate and maintain strong relationships with existing clients, providing ongoing support and guidance Actively participate in business development activities to attract new clients and grow assets under management Requirements: Existing client base (25M in AUM) CIM or CFA designation Minimum of 3 years of work experience in investment management Strong understanding of financial markets, investment products, and portfolio management principles Excellent analytical and problem-solving skills Proven track record of delivering strong investment results Exceptional interpersonal and communication skills Ability to work effectively in a fast-paced, team-oriented environment Location: Vancouver, Canada. This is Full-Time and In-Person. ** This is a commission based role If you are a motivated and talented individual with a passion for investment management and a commitment to delivering superior results for clients, we encourage you to apply for this exciting opportunity at our client.