Wealth planning firm – Senior Equity Analyst / Portfolio Manager

Established in 1988, our client is a leading independently-managed investment management and wealth planning firm providing customized services to high net worth families, foundations and endowments across Canada.

With approximately $2.5B of assets under management, our client has an enviable reputation for unwavering commitment to excellence and integrity and its business success is aligned with that of its clients’.

With a growing client base and an eye toward the future, our client is adding a new member to its investment team.

Scope of Position

As an integral member of the Investment Committee, the Senior Equity Analyst / Portfolio Manager will work collaboratively with other committee members to determine asset allocation, select specific investments and contribute to overall portfolio construction.

The Senior Equity Analyst / Portfolio Manager will have primary responsibility for research and analysis across several sectors ...