Description:
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Position: Associate
Company: Investment Firm
Location: British Columbia
Job ID: 33162
Responsibilities:
-Direct accountability in day-to-day portfolio management of client mandates including mandate structuring, cash flows, transitions, etc.
-Collaborate with Associates and Institutional Portfolio Managers to prepare presentations and other forms of client communication.
-Structuring of mandates to achieve the client’s objectives, particularly in an asset/liability context.
-Develop and maintain knowledge of portfolio construction process, market conditions and portfolio positioning.
-Support Institutional Portfolio Managers with managing and supporting existing client relationships.
-Collaborate with the Institutional Team on a wide variety on investment driven projects including new business proposals or research topics.
-Assist in creating content and managing production, review and distribution of client reporting. Oversee managing cash flows, benchmark changes and monitoring portfolio compliance.
Qualifications:
-Minimum 5 years of experience working with institutional clients.
-CFA or Actuarial Designation.
-Strong analytic skills and problem solver who demonstrates strategic thinking with common sense and sound judgment.
-Thorough understanding of the fiduciary duties of trustees, and generally of the legal and regulatory environment affecting DB and DC pension plans.
-Prior experience in the pension industry.
-Knowledge of commonly used financial programs is an asset - Bloomberg, PC Bond Analytics, FMC, etc.
-Bilingual English/French would be an asset.
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