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Chronicle Wealth

Associate Portfolio Manager

Toronto, ON, Canada

Job type: Full-time
Apply by: Mar 30, 2027
Experience: 2-5 years of work experience
Posting language: English
Posted: Oct 1, 2026

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Original job description

Who is Chronicle Wealth?

Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve our clients' financial lives, enabling them to focus on their families, their businesses, and their other pursuits.

Your Role:

Chronicle Wealth is searching for a research, operational, and client focused Associate Portfolio Manager to join our growing Investment team. As part of the Portfolio Management team you will research and analyze investment opportunities across a range of asset classes including equities, fixed income, real estate, private equity, private debt and other alternative strategies. You will also work closely with Financial Advisors to evaluate the financial objectives of high-net-worth clients and develop customized asset allocation strategies and investment policy statements.

You will also play a hands-on role in the operational side of our funds - including fund administration, cash management, and NAV oversight - either performing these tasks directly or overseeing an Investment Co-op as they carry them out.

This is an excellent opportunity to join a growing wealth management firm where you will have the opportunity to manage portfolios on a discretionary basis, free of conflict and as a true fiduciary.

Your Responsibilities:

Client & Portfolio Management

Work collaboratively with Financial Advisors to effectively evaluate the personal and investment needs of clients to construct customized fund allocations, asset mixes and investment policy statements
Create impactful client presentations to convey Chronicle's investment philosophy and client specific key findings and recommendations
Monitor and manage client portfolios to ensure compliance with the investment policy statements
Prepare for and participate in client review meetings
Collaborate with the Portfolio Administrators to ensure the smooth onboarding and ongoing service of clients

Research & Investment Committee

Conduct in-depth macro-economic and market research and prepare briefings for the Investment team
Monitor the performance of and conduct due diligence on new and existing investment strategies
Serve as a member of the firm's Investment Committees
Contribute to the preparation of commentary regarding the financial markets and portfolio performance

Fund Administration & Operations

Perform, and, where an Investment Co-op is in place, oversee and review, core fund administration functions for Chronicle's funds, including cash management, capital calls, and daily NAV reviews
Maintain and/or oversee documentation for Chronicle funds - invoices, statements, capital call notices, distributions, audited financial statements, tax documents, and related records - ensuring accuracy and completeness
Liaise with fund accountants and auditors to provide information as required, directly or by directing and reviewing the work of the Investment Co-op
Act as a day-to-day mentor to the Investment Co-op on fund administration tasks, ensuring accuracy, confidentiality, and adherence to firm procedures

Education, Experience and Skills:

2-5 years of work experience
CFA or CIM designation
Currently registered or have previously been registered as an Associate Advising Representative or an Advising Representative or have sufficient relevant experience to become registered
Interest in learning about a range of asset classes including equities, fixed income, real estate, private equity, private debt and other alternative strategies. Prior experience in one or more of these areas would be considered favourably
Passionate about investing and helping clients achieve their goals
Excellent analytical skills with a solid understanding of complex investment management strategies
Comfort with fund operations and financial data - including capital calls, NAV mechanics, and fund documentation - or willingness to build this expertise

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More about this job

Responsibilities

Research and evaluate investment opportunities across asset classes, develop customized portfolio allocations and investment policy statements with Financial Advisors, and monitor client portfolios. Support client reviews and investment committee work while performing or overseeing fund administration, cash management, NAV reviews, documentation, and coordination with accountants and auditors.

Requirements

Requires 2–5 years of work experience and a CFA or CIM designation, along with current or previous registration as an Associate Advising Representative or Advising Representative, or sufficient relevant experience to become registered. Candidates should have strong analytical skills, an interest in diverse asset classes, a passion for investing and client outcomes, and comfort with fund operations or willingness to develop that expertise.

Skills

Portfolio Management
Investment Research
Macroeconomic Analysis
Asset Allocation
Investment Due Diligence
Investment Policy Statements
Portfolio Monitoring
Fund Administration
Cash Management
Net Asset Value Oversight
Financial Analysis
Client Presentations
Fund Operations
Mentoring

Visa sponsorship

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Keywords

CFA
CIM
Associate Advising Representative
Advising Representative
Investment Management
Portfolio Management
Investment Research
Asset Allocation
Investment Policy Statements
Equities
Fixed Income
Real Estate
Private Equity
Private Debt
Alternative Strategies
Macroeconomic Research
Investment Due Diligence
Investment Committee
Fund Administration
Cash Management
Capital Calls
Net Asset Value
Fund Documentation
Financial Planning
High-Net-Worth Clients
Portfolio Performance
Fund Accountants
Auditors

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