iA Financial Group (Industrial Alliance)

Associate Portfolio Manager

iA Financial Group (Industrial Alliance)

full-time

Posted on:

Location Type: Hybrid

Location: Toronto • Canada

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Salary

💰 CA$110,000 - CA$120,000 per year

About the role

  • Assist the Portfolio Manager in trading activity: movements/net cash flows (redemptions and contributions, distributions, if any).
  • Trade execution for PM pools, legacy SMA models
  • Conduct security research and evaluate managers/strategies.
  • Review Offering Memorandums and assessing alternative strategies’ structure, risks, and return drivers.
  • Multi‑asset portfolio construction, rebalancing, and implementing from PM directives.
  • Conduct performance attribution, risk metrics analysis, and portfolio diagnostics.
  • Provide trade execution, order management, and maintaining accurate portfolio positioning.
  • Produce clear, concise investment reports, analytics, and recommendations for PMs.
  • Lead the development, review, and documentation of PM Pool KYP assessments in alignment with program standards.
  • Respond to daily inquiries from advisors.
  • Assist the Portfolio Manager with ad‑hoc data pulls, quick-turn analyses, presentation materials.
  • Prepare, proof, and format documents, briefs, and presentations.
  • Draft emails, circulate updates, and drive stakeholder follow-ups to closure.
  • Draft and distribute concise updates, meeting notes, and action summaries.
  • Coordinate the Managed Account Committee agenda, applications and overall PM onboarding process.
  • Manage the monthly PM supervision fee billing process by providing invoicing data to the Programs and Platforms Manager.
  • Assess and report on the firm’s Portfolio Managers’ performance, including evaluation of returns, risk profiles, consistency of process, and adherence to mandate expectations.

Requirements

  • Currently registered as Associate Portfolio Manager or Portfolio Manager with a securities regulator
  • Very strong investment acumen and understanding of portfolio construction principles
  • Experience in portfolio allocation, portfolio rebalancing, trade execution and reconciliation
  • Good knowledge of alternative investments (real estate, private equity, private debt, etc.)
  • Strong understanding of the Canadian full-service wealth management space
  • Undergraduate or graduate degree in finance or related fields
  • CFA or CIM designation
  • Must be fluent in English and French to communicate with advisors across the country
  • Strong technical skills in Excel, Bloomberg/FactSet (or equivalents), and portfolio analytics tools.
  • Excellent communication, attention to detail, and ability to operate in a fast‑paced PM environment.
  • Minimum of five years of experience in the Canadian wealth or asset management industries
Benefits
  • Hybrid working
  • Professional development opportunities
  • Diverse and inclusive workplace
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
portfolio constructiontrade executionportfolio rebalancingperformance attributionrisk metrics analysissecurity researchorder managementinvestment analysisdata analysisalternative investments
Soft Skills
communicationattention to detailstakeholder managementorganizational skillsanalytical thinkingteam collaborationproblem-solvingpresentation skillsadaptabilitytime management
Certifications
CFACIMAssociate Portfolio Manager registrationPortfolio Manager registration