Asset Management Ops Associate Portfolio & ESG

Nicola Wealth; Vancouver; On-site; CAD 100,000 - 130,000; Full time

Job summary

A leading wealth management firm in Vancouver is seeking an Associate within Asset Management Operations. The role involves monitoring client portfolios, researching investment strategies, and assisting in compliance requirements. A CFA or CIM designation and relevant experience are preferred, along with strong analytical skills. This position offers a competitive salary range of $100,000 - $130,000 plus bonuses, within a supportive and inclusive workplace.

Benefits

Competitive performance bonus

Profit sharing

Qualifications

• Minimum of 4 years of related work experience.
• Experience with managing investment portfolios on a discretionary basis is an asset.
• Proficiency in financial industry systems and tools.

Responsibilities

• Daily monitoring and approval of client portfolio construction.
• Research for model portfolio structures and risk management.
• Assist Portfolio Managers with cash management and trading.

Skills

CFA or CIM designation

Prior registration as an Advising Representative (AR)

Bachelor’s degree in finance or economics

Experience with trading and securities analysis

Advanced Excel skills

Education

Bachelor’s degree in finance, economics or a related field

Tools

Microsoft Office

Bloomberg

Job description

A leading wealth management firm in Vancouver is seeking an Associate within Asset Management Operations. The role involves monitoring client portfolios, researching investment strategies, and assisting in compliance requirements. A CFA or CIM designation and relevant experience are preferred, along with strong analytical skills. This position offers a competitive salary range of $100,000 - $130,000 plus bonuses, within a supportive and inclusive workplace.