Job DescriptionInvestment Analyst/Associate Portfolio Manager - PM program and Managed Program TradingRole SummaryThe Associate Portfolio Manager / Analyst will support multi-asset trading, research, and portfolio management, executing trades, analyzing securities and alternative strategies, reviewing OMs, and contributing to portfolio construction, rebalancing, and performance/risk analysis. The role also works within the PM Program to support and evaluate iAPW's Portfolio Managers and APMs, providing high-quality analytical insights and operational support across mandates.
Main Duties & ResponsibilitiesPM POOLS - 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.
PM Program- Respond to daily inquires 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.
- Supervision of the firm's APMs
- Assess and report on the firm's Portfolio Managers' performance, including evaluation of returns, risk profiles, consistency of process, and adherence to mandate expectations.
Education & Qualifications- 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.
Experience- Minimum of five years of experience in the Canadian wealth or asset management industries
Specific Skills & AbilitiesSpecificities- Occasional Travel for Business Meetings
- Hybrid working
The base salary for this role is between $110, 000 - $120, 000 annually.
Location(s)Toronto / 26 Wellington Street East
Other Possible Location(s)Montreal / 1981 McGill College Avenue
CompanyiA Private Wealth Inc.
Posting End Date2026-07-13
