Associate Portfolio Manager / Portfolio Analyst

Harbourfrontwealth; Toronto; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is looking for an Associate Portfolio Manager/Portfolio Analyst to join their dynamic team in Toronto. This role offers a unique opportunity to work on a broad range of private market investments, including private equity and real estate. The ideal candidate will have a strong background in finance, excellent analytical skills, and the ability to communicate effectively. Join a forward-thinking firm that values diversity and inclusion, and be part of a team that is committed to operational excellence and innovative investment strategies. If you're ready to take your career to the next level, this position is perfect for you!

Qualifications

• 5 years of industry experience in financial services.
• CFA Level I completion and strong analytical skills.

Responsibilities

• Conduct in-depth research and due diligence on private market strategies.
• Assist with portfolio management and trading functions.

Skills

Quantitative Analysis

Research Skills

Portfolio Management

Communication Skills

Problem-Solving

Education

CFA Level I

Undergraduate Degree in Finance/Economics/Business

Tools

Microsoft Excel

Morningstar

Croesus

Netrep

Job description

Who we are:

Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer with over 10 billion in assets. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth, our core values start with the belief that great people make great companies. Our head office is in downtown Vancouver with over 43 branches across Canada.

Career opportunity:

We are seeking a Associate Portfolio Manager/ Portfolio Analyst to join our Toronto location on a hybrid working model. This role represents a unique and exciting opportunity for the successful candidate to join a team that invests across a broad global mix of private market products including private equity, real estate, private credit and infrastructure. The Harbourfront Portfolio Management team employs a holistic approach to its alpha-generating strategies, applying both quantitative and fundamental techniques.

You will be responsible for:

• Support our PMs on in-depth research and due diligence on third-party private market strategies for potential inclusion on Harbourfront’s investment platform. Conduct detailed quantitative analysis on 3^rd party holdings and performance measures to identify key risk factors of individual strategies.
• Assist with reconciliation and rebalancing of portfolios, ensuring accuracy and alignment with investment objectives.
• Assist with portfolio management functions and trading in relation to affiliated IFM fund offerings.
• Liaise with fund accountants, service providers, and third-party fund companies to ensure accurate and timely reporting.
• Use research software and tools (e.g., Morningstar or similar) to gather data and perform analyses on existing and prospective investments.
• Provide general support to the Portfolio Manager in ongoing monitoring of market conditions, preparation of investment memos, and ad-hoc research projects.
• Build and maintain processes to improve operational efficiency of pool fund vehicles.
• Collaborate with the Office of the CIO on special projects.

The ideal candidate for this position has:

• Completion of CFA Level I (Level II/III candidates are also welcome).
• Currently registered, or able to become registered as a Portfolio Manager with the Canadian Investment Regulatory Organization (CIRO)
• An undergraduate degree in a related field (Finance, Economics, Business, etc.).
• 5 years of industry experience
• Advanced proficiency in Microsoft Excel; familiarity with other MS Office applications is an asset.
• Experience with research software and tools such as Morningstar or comparable platforms.
• Familiarity with trading and reporting software (e.g., Croesus, Netrep) is a plus.
• Effective organizational, decision-making, and problem-solving skills.
• Excellent written and verbal communication abilities.

Diversity and Inclusion:

Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.