Portfolio Management Assistant
Calgary, AB
What is the opportunity?

As the Portfolio Management Assistant, you will primarily be responsible for writing Investment Policy Statements and drafting client correspondence. You will also be involved in preparing presentations for the Portfolio Manager. In addition, you will be responsible for reviewing asset mix and researching tax and financial planning issues for the Client.

What will you do?

  • By providing excellence in customer service, you will respond to all client inquiries, update client files as required and prepare client presentation material
  • You will also be required to prepare meeting material in advance and attend all client meetings as required
  • In addition, you will be responsible for drafting correspondence, updating Investment Management Agreements and assisting in the preparation of Investment Policy Letters
  • You will also assist with securities trading as required, and ensure daily reconciliation of trades are processed
  • Additional duties include assisting with Business Development activities by: developing and managing marketing lists, helping with new account presentations, and preparing new prospect proposals
  • You will also be preparing the Investment Policy Statements, and model, monitor and rebalance the portfolios.
  • A key component of your responsibilities will also include ensuring that compliance to client mandate and portfolio models are met
  • Finally, you will assist the Portfolio Manager and the team with any additional ad hoc administrative duties as needed.
What do you need to succeed?


  • University Degree
  • Minimum of 2 years’ experience in a similar role
  • Advanced MS Office skills (Word, Excel, Power Point)

  • CIM Designation (Chartered Investment Management)
  • CFP Designation (Certified Financial Planner)
  • CFA (Chartered Financial Analyst)
What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • Challenging work
  • Variety of assignments
  • Financial strength and a strong brand
  • Prestige
  • Management that supports your work and progression