Direct message the job poster from Moat Financial Limited
Chris Thom CIM, DMS, FCSI
Portfolio Manager at Moat Financial Limited, Business in Vancouver Forty Under 40
Company Description
Moat Financial Limited is an independent Portfolio Management firm based in Vancouver, BC. Our goal is to put clients first, providing independent advice and utilizing a variety of investment tools to deliver quality service. We follow the principles of value investing and create customized investment policy statements and portfolios for each individual client based on their financial goals.
Role Description
As a Portfolio Manager at Moat Financial Limited, you will be responsible for managing investment portfolios on behalf of our clients. This role requires a deep understanding of financial markets, strong analytical skills, and the ability to deliver exceptional client service. The ideal candidate will have an existing client base, a CIM or CFA designation, and a minimum of 3 years of work experience in investment management.
Key Responsibilities:
Manage investment portfolios in accordance with client objectives, risk tolerance, and investment policies
Conduct thorough financial analysis and market research to identify investment opportunities
Develop and implement investment strategies to optimize portfolio performance
Monitor portfolio performance, assess risk exposures, and make adjustments as necessary
Cultivate and maintain strong relationships with existing clients, providing ongoing support and guidance
Actively participate in business development activities to attract new clients and grow assets under management
Requirements:
Existing client base
CIM or CFA designation
Minimum of 3 years of work experience in investment management
Strong understanding of financial markets, investment products, and portfolio management principles
Excellent analytical and problem-solving skills
Proven track record of delivering strong investment results
Exceptional interpersonal and communication skills
Ability to work effectively in a fast-paced, team-oriented environment
Location: Vancouver, Canada. This is Full-Time and In-Person
If you are a motivated and talented individual with a passion for investment management and a commitment to delivering superior results for clients, we encourage you to apply for this exciting opportunity at Moat Financial Limited. We are looking for people who love what they do but don't love where they work.
To apply, please submit your resume and a cover letter outlining your relevant experience and qualifications. We thank all applicants for their interest in joining our team; however, only those selected for an interview will be contacted.
Employment type
Full-time
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