Associate (inter-departmental rotation)

Pathfinder Asset Management Limited; Vancouver; On-site; CAD 45,000 - 55,000; Full time

Job summary

A prominent investment counsel firm in Canada is seeking a motivated individual for a client service support role. The position involves assisting with client onboarding, trading operations, and research activities. Ideal for recent graduates with strong communication skills, the role offers exposure to investment management within a supportive team environment.

Qualifications

• Recent graduate preferred.
• Canadian Securities Course is an asset.
• Excellent verbal and written communication skills.

Responsibilities

• Manage new client on-boarding and assist clients.
• Support Trade Team with market transactions.
• Assist with financial modeling and preparation of daily reports.

Skills

Communication

Attention to detail

Education

Bachelor’s or Master’s degree

Job description

Pathfinder Asset Management Limited is a full-service Investment Counsel operating across Canada with office presence in Vancouver and Edmonton.

Since the beginning, our focus has been the stewardship of investment portfolios for motivated investors, seeking strong performance and risk-managed results.

Pathfinder holds true to its Equally Invested culture, where employees pay same fees and invest in same mandates as clients. We develop trusting relationships with our clients by aligning our interests with investors, utilizing consistent approach to investment management, and providing high level of service and transparency.

Overall Role

Rotate working within Pathfinder Client Service, Operations, and Investment Teams. The position is responsible for general assistance related to clients, the investment management team, trade and office support. This includes paperwork, client communication, modeling, research, trading and various types of administrative support and ad hoc tasks.

Job Description

ACTIVITY A : Client Service and Business Development Support (50%)

• Manage new client on-boarding : paperwork, transfers & administration
• Assist and resolve client requests or issues
• Assist Investment Counsel Team with account reviews
• Prepare new client and existing annual packages
• Assist with prospect proposals & financial planning
• Participate in cold calling

ACTIVITY B : Trading, Operations, Administration & Office Support (25%)

• Assist Trade Team with market transactions
• Communicate with custodians and brokers as required
• Trading and Settlements of public and private transactions
• Assistance with Investment Policy Statements (checking account compliance, generating IPS)
• Work with and assist application development team to improve processes and digitize workflows
• Filing and scanning for all teams as needed

ACTIVITY C : Research Assistance (25%)

• Financial modeling and coverage of specific companies and industries
• Preparation of morning compliance package
• Preparation of daily macro package
• Administration of daily data models and trade platform
• Special projects as assigned by investment team

Preferred Qualifications

• Available to a recent graduate with Bachelor’s or Master’s degree
• Canadian Securities Course is an asset
• Excellent verbal and written communication skills
• High emphasis on ethics and integrity
• Attention to detail and quality of service

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