Associate Portfolio Manager

Calgary, AB /
Harvest Builders – OneVest /
Full-time
OneVest is an exciting new FinTech company in the wealth management space. We believe every Canadian should have access to sophisticated wealth services at a reasonable price. We're looking for passionate go-getters to be part of this exciting endeavour, and are driven to build a brand new startup in Calgary. 

The ambitious founding team of this venture have previously served as founders, leaders and early employees at several pioneering startups, technology firms and banking leaders such as Shopify, OnDeck, IHS Markit, TD Securities, BMO Capital Markets, SkipTheDishes, Element AI, Kudos and Ritual. 

We are looking for a full-time Associate Portfolio Manager to join our team to help us build the foundations of the company. You will be responsible for supporting all areas of client management and portfolio management.
Here, you’ll get to disrupt the wealth management industry by helping build a wealth management start-up from the ground up. By participating in the employee stock ownership plan, you’re also invested in the success of its future.

What you’ll be doing:

    • Support portfolio management initiatives across OneVest’s discretionary SMA platform, including investment research, portfolio construction, product research, and trading
    • Conduct discovery call sessions, portfolio reviews, financial planning, as well as generally managing client relationships 
    • Communicate with clients via phone, video-conference, email, instant messaging 
    • Deliver superior client service - going above and beyond!
    • Delivery of investment education to clients and prospective clients
    • Assist with the production of research reports and thought leadership pieces
    • Assist with the creation and review of marketing materials
    • Operational involvement as required to support investment duties
    • Other duties and special projects as assigned

Who we're looking for:

    • 3-5 years of relevant experience in portfolio management capacity
    • Experience in an advisory/planning capacity - considered an asset
    • Registration with the CSA as an "Advising Representative" - required
    • Completion of CFA designation - required 
    • Completion of CAIA designation - considered an asset
    • Bachelor or master’s degree in commerce, finance, economics, engineering or a related field
    • Strong quantitative and analytical skills
    • Strong interpersonal, communication and presentation skills required 
    • Full proficiency in English is required
    • Prior experience in traditional and alternative investments and/or investment research - considered an asset  
    • Experience in a boutique/ scale-up wealth management firm - considered an asset 
    • Functional proficiency (high level understanding) in a second language is considered an asset 

What will help you succeed:

    • Entrepreneurial mindset, with self-starter capabilities, experience leading projects 
    • Curious and independent thinker, comfortable working in a fast-paced, collaborative, unstructured growth environment 
    • Obsessed with providing superior client relationship management and advice
    • Previous experience at a dynamic FinTech
    • Team players who love being part of and leading an agile ecosystem
    • Project owners who can engage with stakeholders
    • Makers with a drive to finish, impress users, and delight customers
OneVest is an equal opportunity employer. We appreciate your interest in working with us; however, only those applicants selected for interviews will be contacted. Successful candidates for this position may be required to undergo a security screening, including a criminal records check and a credit check. 

We are excited to meet with and hire the top talent out there; when you apply, our team may reach out to you about other possible opportunities you may be a fit for.