Portfolio Manager

Moat Financial Limited; Vancouver; On-site; CAD 90,000 - 120,000; Full time

Job summary

A leading independent Portfolio Management firm in Vancouver seeks a Portfolio Manager to manage client investment portfolios. The ideal candidate will have a CIM or CFA designation, a solid client base, and strong analytical skills. This full-time, in-person role focuses on delivering exceptional client service and optimizing portfolio performance.

Qualifications

• Minimum 3 years in investment management.
• Existing client base of 25M in AUM.

Responsibilities

• Manage investment portfolios according to client objectives.
• Conduct financial analysis and market research.
• Develop and implement investment strategies.

Skills

Analytical Skills

Problem-Solving

Interpersonal Skills

Communication Skills

Education

CIM

CFA

Job description

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Moat Financial Limited is an independent Portfolio Management firm based in Vancouver, BC. Our goal is to put clients first, providing independent advice and utilizing a variety of investment tools to deliver quality service. We follow the principles of value investing and create customized investment policy statements and portfolios for each individual client based on their financial goals.

We are looking for existing Portfolio Managers who are not happy with their current situation. We are a smaller and more nimble firm without all the bureaucracy that the big / bank owned firms have. Our first duty is to clients and not to shareholders which is the cornerstone of how we make investment and business decisions.

Role Description

As a Portfolio Manager at Moat Financial Limited, you will be responsible for managing investment portfolios on behalf of our clients. This role requires a deep understanding of financial markets, strong analytical skills, and the ability to deliver exceptional client service. The ideal candidate will have an existing client base, a CIM or CFA designation, and a minimum of 3 years of work experience in investment management.

Key Responsibilities :

• Manage investment portfolios in accordance with client objectives, risk tolerance, and investment policies
• Conduct thorough financial analysis and market research to identify investment opportunities
• Develop and implement investment strategies to optimize portfolio performance
• Monitor portfolio performance, assess risk exposures, and make adjustments as necessary
• Cultivate and maintain strong relationships with existing clients, providing ongoing support and guidance
• Actively participate in business development activities to attract new clients and grow assets under management

Requirements :

• Existing client base (25M in AUM)
• CIM or CFA designation
• Minimum of 3 years of work experience in investment management
• Strong understanding of financial markets, investment products, and portfolio management principles
• Excellent analytical and problem-solving skills
• Proven track record of delivering strong investment results
• Exceptional interpersonal and communication skills
• Ability to work effectively in a fast-paced, team-oriented environment

Location : Vancouver, Canada. This is Full-Time and In-Person

If you are a motivated and talented individual with a passion for investment management and a commitment to delivering superior results for clients, we encourage you to apply for this exciting opportunity at Moat Financial Limited. We are looking for people who love what they do but don't love where they work.

To apply, please submit your resume and a cover letter outlining your relevant experience and qualifications. We thank all applicants for their interest in joining our team; however, only those selected for an interview will be contacted.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

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