Associate Portfolio Manager

Updated: June 16, 2024 05:49 PM GMT

Compass Private Wealth

Guelph, ON

Company Description

Compass Private Wealth is registered as a portfolio management firm in Ontario, Quebec and British Columbia

We’ve made the commitment to be specialists rather than generalists, and as a result, we are very selective about the clients with whom we work. Unlike some advisors who are trying to build a big business and who attempt to be all things to all people, we prefer to be all things to some people.

Role Description

This is a full-time hybrid role as an Associate Portfolio Manager at Compass Private Wealth. As an Associate Portfolio Manager, you will be responsible for managing client portfolios, conducting investment research and analysis, helping to develop investment strategies, and assisting with client meetings and presentations. This role is located in Guelph, ON, with flexibility for some remote work.

Qualifications
• Bachelor's degree in Finance, Economics, Business, or a related field
• Experience in investment management, financial analysis, or a... More Detail