Associate, Portfolio Administration & Analysis

Ventum Financial Corp.; Toronto; On-site; CAD 80,000 - 90,000; Full time

Benefits offered by this job

Annual performance bonus

Mentorship from PM team

Exposure to strategy and security选ion

Job summary

Ventum Financial Corp. in Toronto, Ontario is seeking an Associate, Portfolio Administration & Analysis to join our Portfolio Management & Strategy team. You will participate in almost every aspect of the portfolio management process and contribute to investment discussions and decision-making.

The role offers mentorship from senior team members, exposure to SMA platform oversight, and opportunities to grow with a leading independent investment firm. A strong analytical background is essential.

Qualifications

• University degree in Finance, Economics, Quantitative Finance, Commerce, or a related discipline.
• Completion of the Chartered Financial Analyst (CFA) Program.
• Minimum of five years of experience in portfolio management, equity research, financial analysis, or investment management.

Responsibilities

• Supporting all aspects of the discretionary portfolio management process.
• Assisting with investment strategy development and portfolio construction.
• Conducting asset allocation and sector allocation research.
• Screening, analyzing and monitoring equity investment opportunities.
• Performing quantitative and fundamental investment analysis.
• Assisting with portfolio risk management and performance monitoring.
• Preparing economic, market, portfolio strategy and investment research reports.
• Supporting portfolio managers with client communications and investment presentations.
• Assisting in the ongoing management and oversight of Ventum’s discretionary SMA platform.
• Providing analytical support to investment professionals throughout the firm.

Skills

Portfolio management

Equity research

Financial analysis

Excel & macros

Quantitative reasoning

Communication

Attention to detail

Education

Finance/Economics/Commerce degree

CFA program completion

Tools

LSEG Workspace/Refinitiv

Dataphile

Bloomberg

Factset

Job description

Salary Range:$80,000.00 To $90,000.00 Annually

Company Overview

Ventum Financial is one of Canada’s largest independent investment dealers with approximately 400 employees nationwide and approximately $10 billion in assets under administration. Known for its entrepreneurial spirit and client-first approach, Ventum Financial provides expertise across multiple sectors.

Forinstitutional clientsVentum provides expertise across a variety of sectors delivering a range of research, investment banking, advisory, and sales & trading services. Forprivate clients, Ventum offers a comprehensive advisory and wealth management platform for its Investment Advisors and Portfolio Managers who provide customized advice to their clients and access to the full spectrum of securities products and services.

Position Overview

OurPortfolio Management & Strategydepartment plays a central role in the firm’s wealth management services. The team is responsible for overseeing Ventum’s discretionary portfolio management platform, supervising portfolio managers, managing the in-house proprietary Separately Managed Account (SMA) strategies, overseeing external SMA mandates, and providing investment research and portfolio strategy support to advisors and clients throughout the firm.

Our internal discretionary portfolio platform currently manages a diverse suite of investment strategies, including Balanced, Dividend Growth, Canadian Large Cap Growth, U.S. Growth, and ETF portfolios. Ventum Financial offers a wide range of externally managed discretionary portfolios to choose from.

As our business continues to grow, we are seeking an experienced and intellectually curious investment professional to join our team. The highly motivatedAssociate, Portfolio Administration & Analysiswill become an integral member of our Portfolio Management & Strategy team.

Working directly with the Managing Director and Lead Portfolio Manager, you will participate in virtually every aspect of the portfolio management process. This is an exceptional opportunity for an investment professional looking to expand their analytical capabilities, contribute to investment decision-making, and build a long-term career in discretionary portfolio management.

This is not simply an administrative role. You will have the opportunity to contribute ideas, participate in investment discussions, and play a meaningful role in the continued development of our portfolio management platform.

Key Responsibilities

• Supporting all aspects of the discretionary portfolio management process
• Assisting with investment strategy development and portfolio construction
• Conducting asset allocation and sector allocation research
• Screening, analyzing and monitoring equity investment opportunities
• Performing quantitative and fundamental investment analysis
• Assisting with portfolio risk management and performance monitoring
• Preparing economic, market, portfolio strategy and investment research reports
• Supporting portfolio managers with client communications and investment presentations
• Assisting in the ongoing management and oversight of Ventum’s discretionary SMA platform
• Providing analytical support to investment professionals throughout the firm

Who You Are

You are currently employed at a CIRO-regulated investment dealer, asset management firm, pension fund, or institutional investment organization and are looking for an opportunity to further your learning and where your work has direct impact.

You enjoy analyzing companies, markets, and investment strategies, possess strong financial and accounting knowledge, and are eager to broaden your portfolio management expertise. Most importantly, you want to be part of a collaborative team where your ideas are valued and your career can continue to grow.

Qualifications & Experience

• University degree in Finance, Economics, Quantitative Finance, Commerce, or a related discipline
• Completion of the Chartered Financial Analyst (CFA) Program
• Minimum five years of experience in portfolio management, equity research, financial analysis, or investment management related field
• Strong knowledge of financial statement analysis and company valuation
• Advanced Microsoft Excel skills, including financial modelling and macros
• Excellent analytical, critical-thinking and problem-solving abilities
• Outstanding written and verbal communication skills
• Strong organizational and time management skills with exceptional attention to detail
• Experience with LSEG Workspace (formerly Refinitiv), Dataphile, Bloomberg, Factset, is considered a significant asset
• CIRO registration is preferred

What We Offer

• Annual performance bonus
• Direct mentorship from an experienced portfolio management team
• Significant exposure to portfolio construction, investment strategy and security selection
• A collaborative, entrepreneurial culture where your contributions make a difference
• Opportunities for long-term professional growth within a leading independent investment firm
• Extensive Benefits Program

We thank all applicants for their response but only those considered for an interview will be contacted.

Ventum is committed to fostering an inclusive, accessible environment where all employees and customers feel valued, respected and supported. If you are invited to interview and require accommodation (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.