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Portfolio Manager in Edmonton at Jones Graham Consultants Inc

Date Posted: 3/3/2018

Job Snapshot

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Job Description


Location: Edmonton (Central Jasper Place / Buena Vista) Alberta Canada

Our client, a discretionary Portfolio Managementboutique is adding a Portfolio Managerto the team.  The ideal candidate willhave experience in North American Market and Equity Research.  Our client offers company ownership, a competitivesalary with performance incentives.  Continuallearning opportunities and professional development training.


•       Research equities and conduct market analysis for consideration inproprietary investment products, specifically Canadian Equity.

•       Manage client portfolios against the model portfolio and overall assetmix.

•       Lead institutional client RFP responses including the compilation of informationand data to align with RFP parameters.

•       Research and perform portfolio trades for discretionary clientportfolios.

•       Manage client portfolios to produce top quartile performance againstpeer group.

•       Provide monthly performance, macro and market summaries and commentaryfor client communications.

•       Generate, and communicate updates, articles, reports, andpresentations for internal and external audiences.

•       Monitor trailing risk statistics, including volatility and correlation

•       Responsible for portfolio attribution analysis and ad hoc research

•       Research and recommend new investment products


•       CFA Charterholder

•       Undergraduate or related post graduate degree

•       5 – 7 years equity analysis experience required

•       10+ years capital markets experience

•       Experience making portfolio recommendations and buy/sell decisions

•       Fluent using numerous Financial Software platforms: ie. Capital IQ,Bloomberg, Thomson Eikon, FORD, and Barra

•       History of participation in institutional RFP process andcommunicating with investment consultants

•       Excellent Interpersonal skills with ability to write clear and concisecommunications on markets and portfolios for clients

•       Exceptional analytical, research and problem solving skills with solidquantitative background. 

Details Apply Now