Institutional Portfolio Manager

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

Job summary

A leading financial services firm in Toronto seeks an experienced Institutional Portfolio Manager to take charge of institutional client portfolios across Canada. The role requires over 5 years of relevant investment management experience, a CFA designation, and expertise in managing funds of funds. The firm values innovation and collaboration, offering a supportive work environment with strong emphasis on wellbeing and work/life balance.

Benefits

Global Wellbeing Days

Comprehensive benefits package

Continuous learning opportunities

Qualifications

• Over 5 years of progressive experience in an investment management environment.
• Experience working with institutional clients and portfolio management.
• Strong understanding of investment concepts and financial markets.

Responsibilities

• Lead delegated client portfolios across Canada.
• Handle client portfolios using Aon Pooled Funds and investment vehicles.
• Maintain strategic and tactical allocations within each portfolio.

Skills

Problem-solving

Analytical decision-making

Creative problem solving

Knowledge of Canadian pension funds

Interest in operational excellence

Education

Bachelor’s degree in Finance, Economics, Business Administration, Commerce, Mathematics or related field

Chartered Financial Analyst (CFA) designation

Job description

Overview

Are you ready to lead Canada’s most strategic client portfolios with confidence? Can you balance tactical precision with strategic vision in portfolio management? Step into a role where your investment expertise drives real impact and join a team where your decisions shape the future of institutional investing!

This role is eligible under Aon's SmartWorking program, so the work may be performed via a combination of remote and in-office time at our Toronto location.

Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit.

Aon is in the business of better decisions. At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. We are united through trust as one inclusive, diverse team, and are passionate about helping our colleagues and clients succeed.

What Your Day Will Look Like

As an Institutional Portfolio Manager, our colleague will report directly to the Canadian Chief Investment Officer and be primarily responsible for leading delegated client portfolios across Canada.

While no two days are the same, a typical day could be composed of a selection of tasks and responsibilities such as:

• Handling client portfolios, using Aon Pooled Funds, third-party investment managers, and/or other investment vehicles for which Aon provides discretionary portfolio strategic direction
• Daily/weekly/monthly/quarterly review and sign-off on client trades and calculations
• Maintaining strategic and tactical allocations within each portfolio
• Managing portfolio characteristics to ensure consistency with objectives and guidelines
• Acting as main point of contact for client on-boarding, portfolio transitions and implementation; addressing prospect and client questions, participating in the RFP process, client update meetings and/or other ad-hoc projects and presentations

How this opportunity is different

Our portfolio management team is unique in its focus on innovation, creativity and ambitious spirit while providing premier solutions to institutional clients. Colleagues are encouraged to think in unexpected ways and deliver innovative ideas. Curiosity about, and interest in, operational excellence will be key to success in this role. Our new Portfolio Manager will collaborate cross-functionally and gain exposure to a wide variety of internal and external partners.

Skills and Experience That Will Lead to Success

We are looking for someone who brings a blend of education and experience, allowing them to quickly make valuable contributions to clients through analysis, creative problem solving and consultancy. Ideally, they have more than 5 years of progressive experience in an investment management environment, working with institutional clients, including experience with portfolio management and, in particular, managing funds of funds. This role also requires knowledge of Canadian pension funds and a strong understanding of investment concepts and the financial markets. Strong problem-solving, analytical decision-making, and solution development skills for sophisticated clients/business issues are required.

Education

Our ideal candidate possesses a Bachelor’s degree or equivalent experience, preferably in Finance, Economics, Business Administration, Commerce, Mathematics or a related field. Due to the nature of the work, the Chartered Financial Analyst (CFA) designation is required. In addition, the candidate must be currently or recently registered as an “Associate Advising Representative” or "Advising Representative".

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Our agile environment supports wellbeing and work/life balance. All colleagues enjoy two “Global Wellbeing Days” each year, and we offer a variety of working style solutions for our colleagues.

Our continuous learning culture inspires you to learn, share and grow, helping you achieve your fullest potential. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. We are committed to equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing [e-mail] or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

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