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Added 2 days ago
HM
Senior Associate-Portfolio Management
Harbour Mortgage
Toronto, ON
- Full-time
…Harbour has originated and funded over $9 billion in real estate debt transactions in all major markets across Canada with annual volumes in excess of $1 billion. Harbour Mortgage currently…
Added 4 days ago
CW
Associate Portfolio Manager
Chronicle Wealth
Toronto, ON
- Full-time
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…
Added 4 days ago
PC
Associate Credit Investments
Peakhill Capital
Toronto, ON
- Full-time
We are seeking a self-motivated Associate, Credit Investments, to join our dynamic and growing team on the debt side in Toronto. Peakhill Capital is a commercial real estate capital…
Added 5 days ago
V
Investment Associate, Vancity Capital Corporation
Vancity
Vancouver, BC
- Full-time
…organization’s exposure in private equity, venture capital, private debt, and select infrastructure, through both direct investing and fund…
Added 5 days ago
SE
Corporate Associate - Calgary
Stikeman Elliott LLP
Calgary, AB
- Full-time
…takeovers, and asset acquisitions and divestitures; private debt and equity financings, strategic investments, joint ventures, start-ups, share purchases and dispositions, plans of…
Added 5 days ago
V
Investment Associate, Vancity Capital
Vancity
Vancouver, BC
- Full-time
…organization’s exposure in private equity, venture capital, private debt, and select infrastructure, through both direct investing and fund…
Added 6 days ago
TC
Senior Associate, Portfolio Management
Travelers Capital Corp
Calgary, AB
- $100,000 to $125,000 CAD / year
- Full-time
The Senior Associate, Portfolio Management is an integral role within Travelers, one of which that is vital to the long-term growth and success of the business. The Senior Associate,…
Added 6 days ago
TC
Senior Associate, Portfolio Management
Travelers Capital Corp.
Calgary, AB
- $100,000 to $125,000 CAD / year
- Full-time
The Senior Associate, Portfolio Management is an integral role within Travelers, one of which that is vital to the long-term growth and success of the business. The Senior Associate,…
Added 10 days ago
Credit - Operations Associate| Halifax
Petra Funds Group
Halifax, NS
The Credit Operations Associate plays a key role in supporting the operational, accounting, and reporting functions for private credit funds and related investment vehicles. This individual…
Added 13 days ago
SD
Senior Product Manager
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
…vision and roadmap, and ensure that product capabilities and investments deliver meaningful and sustainable value to…
Added 15 days ago
FA
Associate, Investments and Asset Management
Forum Asset Management
Toronto, ON
- Full-time
Forum Asset Management – Associate, Investments and Asset Management
Added 16 days ago
BI
Associate Director/Director, Private Markets Credit
BMO Insurance
Toronto, ON
- Full-time
The Associate Director, Private Markets Credit is responsible for the sourcing, underwriting, execution, and ongoing monitoring of private market credit investments, with a primary focus on…
Added 16 days ago
TC
Senior Manager, Portfolio
Travelers Capital Corp.
Calgary, AB
- $100,000 to $125,000 CAD / year
- Full-time
…our clients and on-going management of Travelers’ portfolio investments. First and foremost, this is a hands-on portfolio management role overseeing a book of asset-based loans and leases…
Added 16 days ago
B
Associate Director/Director, Private Markets Credit
BMO
Toronto, ON · YNG
- Full-time
The Associate Director, Private Markets Credit is responsible for the sourcing, underwriting, execution, and ongoing monitoring of private market credit investments, with a primary focus on…
Added 16 days ago
OT
Investment Associate, Private Capital – Services
Ontario Teachers' Pension Plan
Toronto, ON
- Full-time
We are seeking an Associate to join the Services Group within the Private Capital team. Based in Toronto, you will be an integral part of a team focused on direct investments in North…
Added 17 days ago
MA
Associate, Asset Management & Investments
Montcrest Asset Management
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Montcrest is seeking a highly motivated and analytical Associate, Asset Management & Investments, to support acquisitions, development initiatives, financing activities, and ongoing asset…
Added 17 days ago
SD
Senior Product Manager
Shoppers Drug Mart
Mississauga, ON
- Full-time
…vision and roadmap, and ensure that product capabilities and investments deliver meaningful and sustainable value to…
Added 17 days ago
TS
Associate, Corporate Banking (Real Estate)
TD Securities
Toronto, ON
- Full-time
TD Securities is one of Canada's most active dealers in Debt and Equity product. Corporate and Investment Banking Credit is our team of in-house credit assessment professionals. They work…
Added 17 days ago
T
Associate, Corporate Banking (Real Estate)
TD
Toronto, ON
- Full-time
TD Securities is one of Canada's most active dealers in Debt and Equity product. Corporate and Investment Banking Credit is our team of in-house credit assessment professionals. They work…
Added 18 days ago
QP
Leasing Associate, New Developments, Residential
QuadReal Property Group
Vancouver, BC
- Full-time
…company, QuadReal has expanded its capabilities globally for investments in equity and debt in both the public and private markets. QuadReal invests directly through operating platforms in…
Added 18 days ago
QP
Leasing Associate, New Developments, Residential
QuadReal Property Group
Vancouver, BC
- Full-time
…company, QuadReal has expanded its capabilities globally for investments in equity and debt in both the public and private markets. QuadReal invests directly through operating platforms in…
Added 23 days ago
AD
Manager, Accounting
Adi Development Group
Burlington, ON
- Full-time
Lead and develop the accounting team - the senior accountant and associate accountants on the corporate entities, the associate project accountants on the projects, accounts payable and…
Added 25 days ago
PS
Associate
Peloton Search Partners
Toronto, ON
- Full-time
The Associate will be a key member of the team, supporting the evaluation, structuring, execution and ongoing management of bespoke debt and equity financings. This is a highly analytical,…
Added 26 days ago
Associate or Senior Associate (Manager), Infrastructure Advisory (Toronto)
EY
Toronto, ON
EY's Infrastructure Advisory team is one of Canada's leading advisors on major infrastructure investments, helping governments, investors, developers and infrastructure owners make better…
Added 26 days ago
RB
Associate, Global Investment Banking - Real Estate
Royal Bank of Canada
Toronto, ON
- Full-time
Our Global Investment Banking division provides underwriting of equity and debt capital as well as strategic M&A advisory services for leading corporations, institutions and governments…

Chronicle Wealth

Associate Portfolio Manager

Toronto, ON, Canada

Full-time

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Applications open in a new tab.

Job details

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

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

Apply About employer

More about this job

Responsibilities

Research investment opportunities across asset classes, develop customized portfolio allocations and investment policy statements with financial advisors, and monitor client portfolios. Support investment committee research and fund operations, including cash management, capital calls, NAV reviews, documentation, and oversight of an Investment Co-op.

Requirements

Requires 2–5 years of work experience, a CFA or CIM designation, and 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 multiple asset classes, a passion for investing and client service, and experience with or willingness to learn fund operations.

Skills

Investment Research
Portfolio Management
Asset Allocation
Investment Policy Statements
Macroeconomic Research
Investment Due Diligence
Fund Administration
Cash Management
Net Asset Value Oversight
Financial Analysis
Client Presentations
Investment Strategy
Capital Calls
Fund Documentation
Mentoring

Visa sponsorship

Not detected in the job text

Keywords

CFA
CIM
Associate Advising Representative
Advising Representative
Portfolio Management
Investment Research
Equities
Fixed Income
Real Estate
Private Equity
Private Debt
Alternative Investments
Asset Allocation
Investment Policy Statements
Macroeconomic Research
Investment Due Diligence
Investment Committees
Fund Administration
Cash Management
Capital Calls
Net Asset Value
Fund Accounting
Audits
Financial Planning
High-Net-Worth Clients
Portfolio Performance
Client Presentations
Risk Management

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