Portfolio Strategy Associate

Ventum Financial Corp.

Toronto

On-site

CAD 80,000 - 90,000

Full time

14 days+

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Benefits offered by this job

Annual performance bonus

Mentorship from PM team

Exposure to strategy and security选ion

Job summary

Ventum Financial Corp. in Toronto, Ontario is seeking an Associate, Portfolio Administration & Analysis to join our Portfolio Management & Strategy team. You will participate in almost every aspect of the portfolio management process and contribute to investment discussions and decision-making.

The role offers mentorship from senior team members, exposure to SMA platform oversight, and opportunities to grow with a leading independent investment firm. A strong analytical background is essential.

Qualifications

University degree in Finance, Economics, Quantitative Finance, Commerce, or a related discipline.
Completion of the Chartered Financial Analyst (CFA) Program.
Minimum of five years of experience in portfolio management, equity research, financial analysis, or investment management.

Responsibilities

Supporting all aspects of the discretionary portfolio management process.
Assisting with investment strategy development and portfolio construction.
Conducting asset allocation and sector allocation research.
Screening, analyzing and monitoring equity investment opportunities.
Performing quantitative and fundamental investment analysis.
Assisting with portfolio risk management and performance monitoring.
Preparing economic, market, portfolio strategy and investment research reports.
Supporting portfolio managers with client communications and investment presentations.
Assisting in the ongoing management and oversight of Ventum’s discretionary SMA platform.
Providing analytical support to investment professionals throughout the firm.