Associate Portfolio Manager / Portfolio Analyst

Harbourfrontwealth; Toronto; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

A leading financial services firm is seeking an Associate Portfolio Manager / Portfolio Analyst in Toronto. This role involves supporting portfolio management through research, analysis, and collaboration with various stakeholders. The ideal candidate will have a strong finance background, CFA Level I, and at least 5 years of relevant experience.

Qualifications

• At least 5 years of industry experience.
• Registration or ability to register as a Portfolio Manager with CIRO.
• Familiarity with other MS Office applications is an asset.

Responsibilities

• Supporting PMs with research and due diligence on private market strategies.
• Assisting with portfolio reconciliation and rebalancing.
• Liaising with fund accountants and service providers for reporting.

Skills

Advanced proficiency in Microsoft Excel

Strong organizational skills

Decision-making skills

Problem-solving skills

Excellent written communication skills

Excellent verbal communication skills

Education

Undergraduate degree in Finance, Economics, Business, or related fields

Completion of CFA Level I

Tools

Morningstar

Croesus

Netre

Job description

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 an Associate Portfolio Manager / Portfolio Analyst to join our Toronto location on a hybrid working model. This role offers a unique opportunity to join a team investing 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, combining quantitative and fundamental techniques to generate alpha.

You will be responsible for :

1. Supporting our PMs with in-depth research and due diligence on third-party private market strategies for potential inclusion in Harbourfront’s investment platform. Conduct detailed quantitative analysis on third-party holdings and performance measures to identify key risk factors.
2. Assisting with portfolio reconciliation and rebalancing to ensure accuracy and alignment with investment objectives.
3. Supporting portfolio management functions and trading related to affiliated IFM fund offerings.
4. Liaising with fund accountants, service providers, and third-party fund companies to ensure accurate and timely reporting.
5. Utilizing research software and tools (e.g., Morningstar) to gather data and perform analyses on existing and prospective investments.
6. Providing support to the Portfolio Manager for ongoing market monitoring, investment memos, and ad-hoc research projects.
7. Developing and maintaining processes to enhance operational efficiency of pool fund vehicles.
8. Collaborating with the Office of the CIO on special projects.

The ideal candidate for this position has :

1. Completion of CFA Level I (Level II / III candidates are also encouraged to apply).
2. Registration or ability to register as a Portfolio Manager with the Canadian Investment Regulatory Organization (CIRO).
3. An undergraduate degree in Finance, Economics, Business, or related fields.
4. At least 5 years of industry experience.
5. Advanced proficiency in Microsoft Excel; familiarity with other MS Office applications is an asset.
6. Experience with research platforms such as Morningstar or similar.
7. Knowledge of trading and reporting software (e.g., Croesus, Netre) is a plus.
8. Strong organizational, decision-making, and problem-solving skills.
9. Excellent written and verbal communication skills.

Diversity and Inclusion :

Diversity is a core value at Harbourfront Wealth. We are committed to equal employment opportunities and a workplace free from discrimination and harassment. All applicants and employees will be treated equally regardless of race, colour, ethnicity, national origin, sex, marital status, disability, age, sexual orientation, religion, or belief.