Managed Accounts, Portfolio Management Associate

100 Queens Quay E, Toronto, ON M5E 1Z2, Canada Req #305
November 14, 2024
About Us:
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Where we’re going: 
We want to be the brand of choice for Canada’s top advisors and their high-net-worth clients. We also have an ambitious growth strategy to triple our Assets under Administration (AUA) to $100 billion by 2027.

To reach our goals, we are making strategic investments in technology, real estate and, most importantly, our people.

Position Overview
The incumbent will be reporting the Vice President, Managed Accounts and act as a key member and contact within the Team.

Duties and Responsibilities
•    Act as first point of contact within the Team to be able to communicate policy and procedures to and address escalations from Investment Advisor Teams
•    Ensure risk and investment objectives are being adhered to in support of the Investment Policy Statement and the firm’s Investment Management Standards
•    Reviewing daily modeling and trading of the portfolio managed and separately managed programs:
     •    Analyze and escalate any potential exposure to trade risk
     •    Conduct post trade review and audits of client holding weights compared to model weights
•    Participate in and test on-going enhancement projects for our various technology systems
•    Identify and recommend process improvements
•    Work with internal business analysts and third-party software vendors to streamline processes, maximize efficiency, minimize risk, and increase productivity
•    Support the transition of Investment Advisor teams onto the Managed Accounts platform and empower them to use our reporting and technology systems to manage their book of business and grow their client base

Qualifications
•    Minimum 3-5 years of experience in managed accounts program
•    Strong service orientation that will be reflected in professional client interaction and quality of service delivered
•    Strong technical and analytical skills in working with MS Excel and VBA
•    Familiar with portfolio management, trading and reporting tools
•    Ability to work independently and with minimal guidance
•    Thorough and detail-oriented
•    Excellent organizational, interpersonal, written and verbal skills
•    Ability to work under time constraints in high volume situations
•    Flexible, team player

Why Apply:
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.
 
We are a proud partner of Pride at Work Canada.

Other details

  • Pay Type Salary
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Location on Google Maps
  • 100 Queens Quay E, Toronto, ON M5E 1Z2, Canada