Associate Portfolio Manager
Matco Financial Inc. -- Calgary, AB
Matco Financial Inc. is an independent investment management firm committed to delivering tailored investment solutions for individuals, family offices, foundations, trusts, and not-for-profit organizations. Our client-first approach and disciplined investment philosophy set us apart in the industry.
We are seeking a highly motivated Associate Portfolio Manager to join our team. This role provides a unique opportunity to gain hands-on experience in wealth planning, portfolio management, and business development while working closely with a senior portfolio manager and client service team.
If you are a motivated professional eager to build a career in wealth management, we invite you to apply for this exciting opportunity.
Key Responsibilities
Client Service
- Help prepare for client service meetings, including service package preparation.
- Conduct investment reviews and provide portfolio updates to clients.
- Assist clients with wealth planning decisions and financial strategies.
Business Development
- Identify and engage with prospective clients.
- Support the process of prospecting new clients.
- Assist in planning and preparing for business development and marketing events.
Client Account Administration
- Prepare account opening documentation and ensure compliance with regulatory requirements.
- Assist in drafting Investment Policy Statements (IPS), Investment Management Agreements (IMA), and Know Your Client (KYC) documents.
- Support the preparation of client account trade tickets and portfolio rebalancing activities.
Qualifications \& Skills
- Bachelor's degree in finance, economics, business, or a related field.
- Progress toward or completion of the Certified Financial Planner (CFP) designation is an asset.
- Strong analytical skills and attention to detail.
- Excellent communication and interpersonal skills.
- Proficiency in financial software and Microsoft Office Suite.
- Ability to work collaboratively in a team-oriented environment.
Why Join Matco Financial?
- Opportunity to work in a dynamic and client-focused firm.
- Exposure to a wide range of wealth management activities.
- Career development and mentorship from experienced portfolio managers.
- Competitive compensation and benefits package.
To Apply: Please submit your resume and cover letter to [email protected] with the subject line "Associate Portfolio Manager Application."
This position does not have a set application deadline and is an in-office role. We are committed to patiently finding the ideal candidate who best fits the requirements of this opportunity. We appreciate all applications; however, only those closely aligned with the position's qualifications and responsibilities will be contacted.
Job Type: Full-time
Benefits:
- Dental care
- Extended health care
Schedule:
Application question(s):
- Have you enrolled in or completed the CFP Program?
Education:
- Bachelor's Degree (preferred)
Work Location: In person
