Equity Associate Portfolio Manager

Marsh McLennan Companies; Vancouver; On-site; CAD 91,000 - 152,000; Full time

Job summary

A global investment firm is seeking an Equity Associate Portfolio Manager to join their Wealth team. This hybrid role involves managing equity funds and participating in global equity committees. The ideal candidate will have a minimum of 5 years’ experience in investments, a CFA Charter, and strong analytical skills. The firm values a collaborative approach and offers flexible working arrangements along with competitive compensation and benefits.

Benefits

Health and welfare benefits

Tuition assistance

Retirement programs

Employee assistance programs

Qualifications

• Minimum 5 years’ experience in investments, with preference given to equity experience.
• Strong technology skillset & ability to learn new systems.
• Proficient written and verbal skill set.

Responsibilities

• Manage equity funds and achieve client outcomes.
• Contribute to global equity committees representing Canada.
• Promote ESG thought leadership with the sustainability team.

Skills

Analytical skills

Communication skills

Client-focused approach

Team collaboration

Education

CFA Charterholder (or study underway)

Tools

Bloomberg

Factset

CRIMS

Job description

Company: Mercer

We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Toronto, Montreal or Vancouver. This is a hybrid role that has a requirement of working at least three days a week in the office.

The Equity Associate Portfolio Manager role will be part of Mercer’s Portfolio Management team, a key component of Mercer’s Investment Solutions business. The broadening of our client base to include more diversity in client segments, sophistication, and sustainability orientation has placed greater importance on innovation and thought leadership. This position will have a key role in supporting these efforts within the equity business. The successful candidate will take an active role in assisting the portfolio management team in relation to the range of Mercer’s investment solutions. Strong analytical skills, intellectual curiosity, and initiative are required for this role to be successful. The successful candidate will also work collaboratively, liaising locally and globally, with a range of our partner teams including clients servicing, business development and portfolio management.

We will count on you to:

• Participate as part of the Canadian portfolio management team to manage equity funds and achieve client outcomes.
• Contribute to all global equity committees to represent Canada.
• Be a self-starter, question, challenge, enhance and improve existing processes.
• Work collaboratively with our sustainability team to promote ESG thought leadership.

What you need to have:

• Minimum 5 years’ experience in investments, with preference given to equity experience.
• CFA Charterholder (or study of CFA charter under way).
• Strong technology skillset & ability to learn new systems. Knowledge of Bloomberg, Factset, CRIMS an asset.
• Ability to work with excel is required.
• Proficient written and verbal skill set.
• Relevant work experience in investment management/consulting and related fields.

What makes you stand out?

• Focus on the client’s objectives when managing assets.
• Strong team-based approach, with collaborative style that welcomes self-challenge.
• Interest in fund-of-fund approach and the ability to understand various investment managers and styles available to achieve investment results.
• Portfolio construction experience.
• Bilingual (French/English) an asset (not required)

#WealthNorthAmerica

Marsh McLennan is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. In accordance with the Accessibility for Ontarians with Disabilities Act, 2005, Marsh McLennan will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need, please contact [e-mail].

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person. The applicable base salary range for this role is $91,200 to $151,200. The base pay offered will be determined based on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, retirement programs as well as employee assistance programs.