Portfolio Manager

Worthland; Toronto; On-site; CAD 90,000 - 140,000; Full time

Job summary

A leading investment management firm seeks a Portfolio Manager to oversee investment strategies across various asset classes. The ideal candidate will have a strong background in portfolio construction and risk management, with a focus on both traditional and digital assets. This role demands expertise in financial analysis and proven experience in managing diverse portfolios while ensuring compliance with regulatory obligations.

Benefits

Competitive compensation

Strong career growth potential

Exposure to diverse asset classes

Qualifications

• Minimum of 5 years of experience in portfolio management or trading.
• Must meet all regulatory requirements to be registered as AR or AAR.
• Strong organizational and communication skills.

Responsibilities

• Manage client portfolios and optimize asset allocations.
• Execute buying, selling, and portfolio rebalancing decisions.
• Perform in-depth macroeconomic research to develop investment strategies.

Skills

Portfolio Management

Investment Strategy

Risk Management

Options Trading

Quantitative Research

Market Analysis

Python

Education

Bachelor’s degree in Finance, Economics, or related discipline

CFA or CFP certification

Tools

API-based trading tools

Job description

Worthland Consulting Inc. is a premier recruitment agency based in Canada, specializing in connecting top-tier talent with groundbreaking opportunities in dynamic and fast-paced industries, including Web3 and digital assets. We help companies build exceptional teams by finding the right talent for specialized roles across investment management, trading, and emerging technologies.

About the Role :

Our client, a leading investment management firm, is looking for a Portfolio Manager to oversee and execute investment strategies across multiple asset classes, including traditional markets and digital assets. The ideal candidate will have a strong foundation in portfolio construction, risk management, and options trading—whether in traditional finance, digital assets, or both.

This role requires a professional with experience in portfolio management, investment strategy, and trading. The successful candidate will be responsible for managing client portfolios, optimizing asset allocation, and ensuring risk-adjusted returns in a rapidly evolving market environment.

To be eligible for this role, you must meet all regulatory requirements to be registered as an Advising Representative (AR) or Associate Advising Representative (AAR) under Canadian securities laws.

• Provide clients with regular performance updates, portfolio insights, and market analysis to support informed decision-making.
• Manage and oversee client investment portfolios, ensuring all allocations align with their risk tolerance, return objectives, and regulatory requirements.
• Perform in-depth research on macroeconomic trends, market movements, and financial instruments to develop well-informed investment strategies.
• Execute buying, selling, and portfolio rebalancing decisions to optimize risk-adjusted returns across different asset classes.
• Continuously monitor portfolio performance, compare against benchmarks, and implement tactical adjustments as needed.
• Maintain strong relationships with internal teams, external partners, and investors to ensure smooth portfolio execution and strategic alignment.

Trading & Market Execution

• Ensure trade execution accuracy by verifying profit and loss (P&L) calculations, trade capture details, and valuation processes.
• Monitor options markets, liquidity conditions, and market inefficiencies to capitalize on profitable opportunities.
• Implement data-driven trading strategies using quantitative analysis, financial modeling, and market signals.
• Utilize automation tools and APIs to enhance trading efficiency and improve execution quality.
• Oversee options trading strategies across multiple asset classes, including equities, fixed income, and alternatives.
• Crypto market experience is not required but is considered a plus, whether professional or personal.
• Ensure investment decisions adhere to client agreements, risk management guidelines, and regulatory frameworks.
• Monitor evolving industry regulations and economic developments to ensure compliance and optimize investment positioning.
• Implement robust portfolio risk management measures to maintain compliance with internal policies and external oversight.
• Work closely with legal, compliance, and regulatory teams to support audits, filings, and reporting requirements.

Qualifications

• Bachelor’s degree in Finance, Economics, or a related discipline; CFA or CFP certification is an asset.
• Minimum of 5 years of experience in portfolio management, trading, or investment strategy execution.
• Must meet all regulatory requirements to be registered as an Advising Representative (AR) or Associate Advising Representative (AAR) under Canadian securities laws.
• Proficiency in Python and API-based trading tools is a must have
• Strong proficiency in quantitative research, market analysis, and investment decision-making.
• Demonstrated ability to manage multi-asset portfolios, balancing risk and return across different financial instruments.
• Experience with options trading and risk mitigation strategies across various market products, including equities and fixed income.
• Strong problem-solving and analytical skills, with the ability to assess complex financial scenarios and optimize investment strategies.
• Excellent organizational and communication skills, with the ability to present ideas clearly to stakeholders and clients.
• Familiarity with digital assets and blockchain technology is valued but not required.
• Ability to operate in a fast-paced, high-performance investment environment, managing multiple priorities simultaneously.

Why Join?

• Join a highly skilled investment team managing cutting-edge portfolios.
• Gain exposure to diverse asset classes, from traditional finance to digital assets.
• Work in a fast-growing investment firm that values innovation and data-driven decision-making.
• Competitive compensation and strong career growth potential.

This role is ideal for a strategic and results-driven professional with a passion for investment management and financial markets. If you have the right experience and qualifications, we encourage you to apply.