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Do you want to be a part of a small, dynamic team assisting in the trading and
portfolio management of a growing suite of ETFs? Are you a self-starter with an
entrepreneurial spirit and want to be part of one of Canada’s fastest growing
exchange traded fund (“ETF”) providers? If so, we’d love to hear from you!
Hamilton ETFs offers:
- A competitive compensation package (plus potential for semi-annual incentive)
including comprehensive health and wellness benefits;
- Diverse and inspiring colleagues and approachable leaders;
- Opportunity to evolve in a growing firm.
Here’s a bit about Hamilton ETFs:
Hamilton ETFs is one of Canada’s fastest growing exchange traded fund (“ETF”)
providers. Based in Toronto’s financial district and with over $9 billion in ETF
assets under management, we are seeking a motivated individual to join our
entrepreneurial team of experienced and talented professionals.
Here’s what you will do as Portfolio Manager:
Reporting to the Head of Product Strategy & Trading, the Portfolio Manager will
work closely with other investment team members to ensure our portfolios are
managed efficiently, compliantly, and in line with their mandates. Your
responsibilities will be diverse, covering several aspects of investment
management, including:
Portfolio Management
- Assist in all aspects of equity, FX, treasury, collateral, and cash
management for the ETFs;
- Monitor live market data; communicate internally and externally when
necessary;
- Participate in investment decision-making, including rebalancing for
rules-based ETFs, and cash management;
- Monitor portfolio exposures, performance attribution, and risk metrics;
- Oversee the firm’s portfolio management system;
- Prepare portfolio commentary and investment analysis for internal and
external stakeholders, as required.
Trading & Execution
- Execute trades across multiple asset classes (equities, fixed income, FX)
with a focus on best execution;
- Work with market makers to manage ETF creation/redemption flows;
- Maintain and enhance trading strategies, tools, and processes.
Compliance & Oversight
- Ensure adherence to portfolio guidelines, investment restrictions, and
regulatory requirements (e.g. NI 81-102);
- Assist with internal compliance checks, audits, and reporting;
- Run daily reports and identify/resolve trading-related issues;
- Liaise with ETF Accounting & Operations and Compliance teams to resolve
discrepancies.
Other Ad hoc Responsibilities
- Contribute to process improvements for portfolio operations and trading
workflows;
- Optimize the firm’s trading systems through automation;
- Support technology initiatives, including portfolio management system
enhancements;
- Conduct market research to support investment strategies and product
development;
- Assist the portfolio management team in maintaining and analyzing industry
data to support portfolio construction and fundamental research;
- Provide insights on competitor products, industry trends, and trading
innovations;
- Support the preparation of marketing materials, investor presentations, or
any other material required to support the Sales team.
Here’s what you’ll need to be successful:
- Registration as an Advising Representative (Portfolio Manager) with the
Ontario Securities Commission;
- Bachelor’s degree (or equivalent) in finance, economics, mathematics, or
related discipline;
- Minimum 3 years of experience in portfolio management, trading, or investment
operations (ETF experience preferred);
- Strong proficiency with Bloomberg, Excel, and portfolio management systems;
- Strong knowledge of Canadian securities regulations and ETF structures;
- Self-motivated and directed;
- Strong technical and analytical skills;
- Excellent written and verbal communication skills;
- Exceptional organizational skills with impeccable attention to detail and
accuracy;
- Self-starter with an ability to work in an environment with firm deadlines
and high pressure;
- A team-oriented mindset, with an interest and aptitude to add value outside
of core responsibilities;
- Able to maintain a high level of integrity and discretion in handling
confidential information;
- Willingness to work flexible hours, including evenings and occasional
weekends.
Other valuable assets include:
- CFA/CIM designation or in-progress;
- Experience with option strategies in a professional environment;
understanding of options pricing, particularly Canadian and U.S. equities;
- Experience with quantitative tools, programming (Python, VBA), or trading
analytics;
- Bilingual (French);
- Recommendations for excellent movies and TV shows, and the best places to eat
anywhere in the world!
Interested in being a part of Hamilton ETFs? We look forward to your
application!
We believe diverse perspectives strengthen our ability to deliver on our mission
and that to achieve our vision of excellence requires an environment in which
everyone feels welcomed and valued, including our team, and those we serve and
with whom we work.
Hamilton ETFs is committed to meeting the accessibility needs of all applicants
throughout the recruiting and selection process. Please let us know about any
accommodation and/or support requirements. Please note only those candidates
selected for an interview will be contacted.
Please note: we are only accepting applications from those authorized to work in
Canada and we are not currently sponsoring any work visas.
Hamilton ETFs is working in partnership with HR à la carte for our recruitment
efforts.
