Portfolio Manager

Robo-Advisory Portfolio Manager – FinTech

Location: Toronto

Work Model: Hybrid / Remote (1 day onsite)

ABOUT:

A leading FinTech firm is on the lookout for a Robo-Advisory Portfolio Manager to join their team in Toronto. As Portfolio Manager you will oversee and optimize investment portfolios using data-driven strategies. In this role, you will be responsible for managing and maintaining client portfolios, leveraging algorithmic tools, financial modeling, and market research to drive investment decisions. You will play a key role in developing and refining systematic investment strategies while ensuring portfolios remain aligned with client objectives, risk tolerance, and evolving market conditions.

Join an internationally recognized company where you'll collaborate with top professionals from around the globe while enjoying the stability of an established organization and the flexibility of an innovative, startup-like culture.

KEY RESPONSIBILITIES:

• Portfolio Management: Oversee the construction, maintenance, and optimization of client portfolios, ensuring they align with investment goals and risk tolerances. Adjust allocations as needed to maximize performance.
• Investment Strategy: Develop and implement systematic investment strategies using financial models, historical data, and quantitative methods to drive portfolio decisions.
• Risk Management: Monitor portfolio risk in real-time, making necessary adjustments to mitigate exposure, particularly during periods of market volatility.
• Market Research & Analysis: Conduct thorough research on market trends, economic conditions, and investment opportunities. Utilize AI-driven tools and data science methodologies to enhance portfolio performance.
• Compliance & Reporting: Ensure all portfolio activities comply with regulatory guidelines and internal policies. Prepare and present performance reports for clients and stakeholders.
• Client Engagement: Work closely with client success teams to address portfolio-related inquiries and provide transparent insights into portfolio performance, market trends, and strategy updates.
• Collaboration & Innovation: Partner with engineering and data science teams to refine portfolio construction processes and enhance automation capabilities.

QUALIFICATIONS:

• Bachelor’s degree in Finance, Economics, or related field; CFA or MBA preferred.
• Must be registered as a Portfolio Manager.
• Prior registration as an AAR (Associate Advising Representative) or AR (Advising Representative) will be advantageous.
• 5+ years of experience in portfolio management or a similar role.
• Strong knowledge of financial markets, asset allocation, and investment strategies.
• Proficiency in investment research, financial modeling, and portfolio management tools.
• Excellent communication skills, with the ability to simplify complex investment concepts for clients and stakeholders.
• Strong analytical and problem-solving abilities, with keen attention to detail.
• Ability to work independently and collaboratively in a dynamic, fast-paced environment.

WHY JOIN?

• Competitive salary between $130 - $160 with comprehensive health & dental benefits.
• Professional development support with an annual education budget.
• Flexible work hours to support work-life balance.
• Collaborative and innovative team culture.
• Great perks – stocked kitchen, team events, and more!

Be part of a team that is redefining portfolio management through technology and data-driven strategies. Apply today!