Portfolio Management Consultant

We are seeking a Portfolio Management Consultant to lead practice management and governance oversight of Associate Portfolio Managers and Portfolio Managers at Richardson Wealth Ltd. The ideal candidate will have a strong understanding of investment markets, portfolio construction methodologies, and client-service mindset.

Requirements

• Articulate and promote standard methodologies with respect to discretionary portfolio management
• Conduct formal reviews of Associate Portfolio Managers/Portfolio Managers on a regular basis
• Ensure Portfolio Manager's trading activities are prudent and fall within established program framework
• Monitor activity of all Associate Portfolio Managers and Portfolio Managers using dedicated portfolio management systems
• Review, update and create new policies and procedures for oversight of Associate Portfolio Managers and Portfolio Managers

Benefits

• Performance-based incentive plan
• Comprehensive health & dental benefits
• Group RRSP matching plan
• Paid time off