Client Portfolio Manager, Equities

PenderFund Capital Management; Vancouver; On-site; CAD 150,000 - 180,000; Full time

Job summary

A leading investment management firm is seeking a Client Portfolio Manager, Equities to lead the commercialization of equity strategies. The role involves supporting internal and external stakeholders, providing technical sales support, and enhancing client relationships. Ideal candidates will have extensive experience in asset management and strong communication skills.

Benefits

Competitive salary

Bonus

Benefits package

Collaborative team environment

Qualifications

• 5+ years of relevant experience in asset management.
• Robust understanding of equity investments.

Responsibilities

• Deliver communication and thought leadership plans.
• Provide support to the retail sales/client service process.
• Act as an extension of the equity investment team.

Skills

Communication

Client Service

Time Management

Strategic Thinking

Job description

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PenderFund Capital Management Ltd (“Pender”) is an independent, employee-owned, value-based investment firm founded in 2003. We are one of the fastest growing investment firms in Canada, and our goal is to be the first choice for investors looking to protect and grow their capital. We have grown from a couple of people with a passion for investing into a diverse and inclusive workplace of over 80 people by seeking out and hiring the most qualified, talented, and experienced people.

We are seeking a Client Portfolio Manager, Equities to lead the commercialization of the suite of Pender Equity strategies. This role requires a deep understanding of Pender’s products as it supports both internal and external stakeholders. The successful candidate will have experience in developing thought leadership and supporting sales teams in building and maintaining client relationships. This role will be based out of Vancouver or Toronto and will report to the CEO.

Main Responsibilities Include:

• Deliver and execute communication and thought leadership plans, collaborating with portfolio managers, sales, marketing and product teams.
• Provide support to the retail sales/client service process by presenting portfolio updates.
• Provide technical sales support for current and prospective clients, providing expertise on the product lineup and ensuring clear communication that results in client retention and sales conversion.
• Provide guidance and insight to support the internal department in their development of external collateral and commentary for existing clients and prospects.
• Support the investment strategy content and due diligence, contributing to DDQ’s and RFI’s.
• Act as an extension of the equity investment team, acting as a thought partner and intermediary between the equity investment team and internal departments
• Support and retain existing clients by attending in person meetings, conference calls and investment meetings as needed in place of portfolio managers.

Skills and Qualifications:

• 5 + years of relevant experience in asset management.
• Robust understanding of equity investments and experience in client facing roles.
• Portfolio Management experience an asset.
• Excellent presentation and communication skills.
• Exceptional client service/relationship building skills.
• Strong time management and organizational skills.
• Team player.
• Ability to think strategically and independently.

What’s in it for you?

• Competitive salary, bonus and benefits package.
• Opportunity to be part of a talented, collaborative and growing team.

We are sharing that the estimated salary range for this position is $150,000 - $180,000 per year. In determining final salary, Pender considers many factors including the candidate’s qualifications, relevant experience, job responsibilities, market conditions, position location and internal equity. Our aim is to ensure fair compensation practices that align with industry standards while acknowledging the unique value and expertise each individual brings to the role. The final base salary for the offer will be presented as part of a competitive compensation package.

Our commitment to equity, diversity and inclusion:

Pender is committed to creating and maintaining a workplace that recognizes and values differences. It is a core principle at Pender that an equitable, diverse and inclusive workplace simply makes us better. A diverse team with a range of knowledge and experience makes better decisions, which means better results for our stakeholders. We do not discriminate on any basis and welcome applications from all qualified individuals. When selecting candidates for employment, promotion, training, or any other benefits, it is on the basis of aptitude and ability. Should you require any accommodation or have questions, please let us know.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Strategy/Planning, Business Development, and Finance

• Industries

  Investment Management and Financial Services

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