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.