Portfolio Manager

Willis Towers Watson; Toronto; On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading company is seeking a Portfolio Manager for its OCIO business in Toronto, responsible for managing multi-asset delegated client portfolios and ensuring alignment with clients' investment objectives. The role demands a collaborative mindset in a dynamic environment, leveraging strong investment principles and a deep understanding of risk management to optimize client outcomes. Candidates should possess significant experience, preferably in the Canadian investment landscape, and fluency in both English and French is advantageous.

Qualifications

• 7+ years of multi-asset portfolio management experience, ideally for institutional investors.
• Strong understanding of equity, fixed income, alternatives including hedge funds and private markets.

Responsibilities

• Manage multi-asset delegated client portfolios including asset allocation.
• Communicate investment philosophy and ideas to clients and internally.
• Contribute to the growth of the OCIO business via pitches and events.

Skills

Multi-asset investment principles

Portfolio construction

Risk management

Collaborative teamwork

Strong communication

Education

Registration as an Advising Representative

Job description

Description

The Investments team helps asset owners across the world solve their investment problems. We offer a range of services across different delivery models, spanning advisory services, delegated portfolio management (OCIO) across both multi-asset OCIO and multi- manager asset class solutions and analytics & tools to give investors access to best-in-class ideas and the opportunity to meet their long-term investment goals.

As a Portfolio Manager in our OCIO business, you will help drive the success of our investment business by working with the Canadian Head of Delegated Portfolio Management to manage multi-asset OCIO client portfolios using WTW’s Total Portfolio Approach. Your role will be to help deliver strong returns for clients consistent with their goals and objectives. You will work closely with various internal local and global teams, as well as preferred investment managers, to ensure efficient implementation and oversight of client portfolios.

You will be part of a motivated and talented team of investment professionals and will report to the Canadian Head of Delegated Portfolio Management.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

Client Focus:

• Be responsible for the management of multi-asset delegated (OCIO) client portfolios, including defined benefit (DB), defined contribution (DC), not-for-profit (e.g.; E&F) and other institutional asset pools:
  • Develop appropriate asset allocation and investment strategy for clients with a variety of objectives
  • Proactively manage client portfolios, make and implement portfolio management decisions that are aligned with WTW views and the clients’ own specific circumstances:
• Be a strong advocate and communicator of the firm’s investment philosophy and process, portfolio views and recommendations – both internally and externally with clients.

Excellence

• Play an active role as a member of the Canada Portfolio Management Group (PMG), our Canadian multi-asset investment committee
• Contribute to the development and deployment of first-class solutions in relation to the design, implementation and monitoring of investment strategies based on the Total Portfolio Approach and liability driven investing techniques, including the use of derivative instruments
• Proactively consider and make suggestions of potential improvements to Canada PMG’s process and delivery
• Contribute to thought leadership and messaging to internal and external client audiences
• Coordinate and liaise with Global Portfolio Management Group and Canadian Client Teams to ensure best ideas are being considered across the organization as appropriate.

Teamwork:

• Work as part of a motivated, aligned and engaged team
• Build strong relationships internally and collaborate effectively on cross-functional teams, including Asset and Manager Research, Investment Committees, Operations, and Growth and Client delivery teams.
• Develop a culture of mentorship and talent development which supports colleagues on their career journeys
• Champion efforts to promote an equitable, inclusive culture that supports & develops more diverse workforce

Financial:

• Contribute to development of scalable processes to deliver value add portfolio management efficiently to multiple clients
• Contribute to the growth of the OCIO business through participation in new business pitches, conferences, and other events as appropriate
  

Qualifications

The Requirements

• Typically, someone in this role would have 7+ years of directly relevant experience – multi-asset portfolio management, ideally for institutional investors
• Registration as an Advising Representative is required
• We are looking for an individual who:
  • Thrives in an inclusive, highly collaborative work environment
  • Is energized by working in a dynamic and often fast-paced environment and working with cross functional and globally diverse teams
  • Demonstrates a high degree of understanding of multi-asset investment principles and portfolio construction, including solid knowledge of the role of equity, fixed income, derivatives, and alternative asset classes, including hedge funds, real assets, and private markets in multi-asset portfolios
  • Has a strong understanding of risk and the ability to integrate portfolio construction with consideration of strategic goals and risk management requirements
  • Is experienced in practical implementation aspects of day to day portfolio management for institutional asset pools
  • Comfortable making decisions in a timely manner in the knowledge that perfect information is not available
  • Is a strong and flexible communicator able to explain complex concepts to non-technical audiences and be equally able to justify views and recommendations in highly technical forums both internally and externally
• Understanding of the Total Portfolio Approach an asset
• Demonstrable knowledge of the Canadian investment environment including experience with defined benefit pension plans managing in an asset liability framework is highly favoured
• French/ English bilingualism is an asset

Equal Opportunity Employer