Associate Portfolio Manager

Burkett Asset Management Limited; Victoria; On-site; CAD 100,000 - 130,000; Full time

Job summary

A leading investment management firm in Victoria is seeking an Associate Portfolio Manager to join its team. The role requires exceptional communication skills and a detail-oriented approach to manage client portfolios and conduct investment research. Ideal candidates will have a CFA designation and at least 3 years of relevant experience. The firm offers a competitive salary, health benefits, and a supportive office culture.

Benefits

Competitive salary

Comprehensive health and retirement benefits

Paid time off for vacation and studying

Professional development programs

Qualifications

• Minimum of 3 years of experience in portfolio management, investment research, or wealth management.
• Strong proficiency with order management systems and Bloomberg.

Responsibilities

• Support the Portfolio Manager in addressing client needs and managing portfolio risk.
• Conduct investment research and due diligence, including evaluating securities.
• Develop and present investment proposals and client reports.

Skills

Communication

Analytical Skills

Attention to Detail

Leadership

Time Management

Education

CFA designation

Tools

Bloomberg

Excel

Order Management Systems

Execution Management Systems

Job description

Burkett Asset Management is a fast-growing independent investment management firm based in Victoria, British Columbia managing more than $425 million dollars on behalf of institutions, other advisors, and high net-worth clients across a number of diversified strategies.

The firm is registered under NI 31-103 in the category of Portfolio Manager with the Alberta, British Columbia, Manitoba, Ontario, Saskatchewan and Yukon Securities Commissions. Our robust category of registration commands that we act solely in our client’s best interest as legal fiduciaries and is a point of pride and professional ethics as we go about our work.

Job Overview

Burkett Asset Management is seeking an Associate Portfolio Manager to join its growing team. In this role, you will be a member of a collaborative and investment focused team requiring exceptional communication skills, proficiency with technology and high attention to detail.

The Associate Portfolio Manager will support the day-to-day management of client portfolios, trading and investment research. This is a role designed for individuals who are detail-oriented, analytically sharp, and committed to delivering exceptional service.

Key Responsibilities

• Support the Portfolio Manager in addressing client needs, analyzing securities, and managing portfolio risk.

• Manage assigned portfolios to optimize returns within client-specific investment policies and risk parameters.

• Conduct investment research and due diligence, including evaluating new and existing securities, monitoring macroeconomic trends, and building financial models.

• Develop and present investment proposals, client reports, and internal research findings.

• Execute and oversee trade activities and account rebalancing, ensuring alignment with the firm’s investment strategy.

• Monitor portfolio performance, conduct attribution and risk analysis, and adjust strategies as needed.

• Collaborate with operations, compliance, and external advisors to ensure smooth firm operations, including regulatory filings and audits.

• Contribute to client communication efforts, including presentations, meetings, and reporting materials.

• Provide leadership or mentorship to junior team members and contribute to firm-wide strategic initiatives.

Job Requirements

A career in Investment Management is challenging and fast-paced. A high regard for accuracy and attention to detail are essential. Preference will be given to applicants who meet the following requirements:

• CFA designation (or near completion), and eligibility for registration as an Advising or Associate Advising Representative.

• Minimum of 3 years of experience in portfolio management, investment research, or wealth management.

• Strong proficiency with order management systems, execution management systems, Bloomberg and Excel; familiarity with D1g1t is a plus.

• Excellent communication skills, both written and verbal, with the ability to present complex ideas clearly and effectively.

• Highly organized with strong time management skills and the ability to manage multiple priorities.

• Demonstrated leadership with a track record of fostering collaboration and driving employee engagement.

• Deep understanding of professional financial planning, investment regulations, and portfolio management best practices.

• Integrity second to none.

Benefits

• Competitive salary ($100,000 – $130,000), plus bonus

• Comprehensive health and retirement benefits

• Paid time off for vacation and studying

• Close knit office culture

• Professional development programs, coaching and support including internal mobility across teams

How to apply

Interested candidates are invited to submit their resume and cover letter in one PDF on our website:

Burkett Asset Management is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.