Portfolio Manager

Position Overview:

An established boutique investment management firm is seeking a Portfolio Manager. This role combines discretionary portfolio management, high-net-worth client relationships, and business development, offering the opportunity to take ownership of client portfolios and contribute to the growth of the investment platform.

What will you be doing?

• Manage globally diversified discretionary client portfolios across multiple asset classes.
• Implement portfolio construction, asset allocation, and rebalancing decisions in line with the firm's investment framework.
• Monitor market conditions, portfolio performance, risk exposures, and economic developments.
• Execute portfolio adjustments to align with client objectives and investment strategies.
• Contribute to the evolution of investment strategies, including potential exposure to alternative and private market investments.
• Prepare portfolio reports, market commentary, and investment updates for clients.
• Support a smooth transition of investment responsibilities as the current Chief Investment Officer prepares to retire.
• Build and maintain trusted relationships with high-net-worth and ultra-high-net-worth clients.
• Conduct regular portfolio reviews and discuss investment objectives, portfolio positioning, and market developments.
• Communicate investment strategies and market views clearly and confidently.
• Develop long-term client relationships, including multi-generational family relationships.
• Participate in client meetings, events, and other relationship-building activities.
• Deliver a responsive, high-quality client experience that supports long-term retention and satisfaction.
• Grow assets under management through referrals, networking, and personal business development efforts.
• Engage with qualified leads generated through the firm's existing network and marketing initiatives.
• Build relationships with professional partners, referral sources, and centers of influence.
• Support sales and marketing initiatives to promote the firm's investment management services.
• Identify opportunities to expand existing client relationships and attract new clients.
• Take an active role in growing the business and developing a strong personal client portfolio.
• Work closely with leadership to support the continued development of the investment platform.
• Collaborate with operations, compliance, custodians, and marketing partners to support efficient service delivery.
• Contribute ideas to improve the client experience, investment communications, and service model.
• Help establish processes and practices that support scalable, long-term business growth.

Must haves:

• 5–7 years of relevant investment management experience.
• Must be Registered or eligible for registration as a Portfolio Manager / Advising Representative with the Ontario Securities Commission (OSC).
• CIM, CFA, or equivalent investment designation is preferred.
• Demonstrated experience managing discretionary portfolios across multiple asset classes.
• Experience working directly with high-net-worth or ultra-high-net-worth clients.
• Strong knowledge of portfolio construction, asset allocation, risk management, and global financial markets.
• Proven ability to build client relationships and generate new business.
• Strong communication, presentation, and relationship management skills.
• Ability to work independently while collaborating effectively with internal teams and external partners.
• Interested in building a long-term business and growing assets under management.