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About the Role

The Associate, Portfolio Administration & Analysis will become an integral member of the Portfolio Management & Strategy team, participating in virtually every aspect of the portfolio management process. This role offers an exceptional opportunity to expand analytical capabilities, contribute to investment decision-making, and build a long-term career in discretionary portfolio management, with the chance to contribute ideas and influence the platform's development.

Responsibilities

Supporting all aspects of the discretionary portfolio management process
Assisting with investment strategy development and portfolio construction
Conducting asset allocation and sector allocation research
Screening, analyzing and monitoring equity investment opportunities
Performing quantitative and fundamental investment analysis
Assisting with portfolio risk management and performance monitoring
Preparing economic, market, portfolio strategy and investment research reports
Supporting portfolio managers with client communications and investment presentations
Assisting in the ongoing management and oversight of Ventum's discretionary SMA platform
Providing analytical support to investment professionals throughout the firm

Requirements

Currently employed at a CIRO-regulated investment dealer, asset management firm, pension fund, or institutional investment organization
Enjoy analyzing companies, markets, and investment strategies
Possess strong financial and accounting knowledge
Eager to broaden portfolio management expertise
Desire to be part of a collaborative team where ideas are valued and career can grow
University degree in Finance, Economics, Quantitative Finance, Commerce, or a related discipline
Completion of the Chartered Financial Analyst (CFA) Program
Minimum five years of experience in portfolio management, equity research, financial analysis, or investment management related field
Strong knowledge of financial statement analysis and company valuation
Advanced Microsoft Excel skills, including financial modelling and macros
Excellent analytical, critical-thinking and problem-solving abilities
Outstanding written and verbal communication skills
Strong organizational and time management skills with exceptional attention to detail
Experience with LSEG Workspace (formerly Refinitiv), Dataphile, Bloomberg, Factset, is considered a significant asset
CIRO registration is preferred

Skills

Financial modelling
Macros
Quantitative analysis
Fundamental investment analysis
Asset allocation
Sector allocation
Equity analysis
Financial statement analysis
Company valuation
Risk management
Performance monitoring
Client communications
Investment presentations

Location

Nationwide

Work Type

Full-time

Experience Level

Minimum five years of experience

Education Level

University degree in Finance, Economics, Quantitative Finance, Commerce, or a related discipline
Completion of the Chartered Financial Analyst (CFA) Program

Salary/Compensations

Competitive salary
Annual performance bonus
Monthly revenue participation program

Benefits

Direct mentorship from an experienced portfolio management team
Significant exposure to portfolio construction, investment strategy and security selection
A collaborative, entrepreneurial culture where your contributions make a difference
Opportunities for long-term professional growth within a leading independent investment firm
Extensive Benefits Program

About the Company

Ventum Financial is one of Canada’s largest independent investment dealers with approximately 400 employees nationwide and approximately $10 billion in assets under administration.
Known for its entrepreneurial spirit and client-first approach, Ventum Financial provides expertise across multiple sectors.
For institutional clients Ventum provides expertise across a variety of sectors delivering a range of research, investment banking, advisory, and sales & trading services.
For private clients, Ventum offers a comprehensive advisory and wealth management platform for its Investment Advisors and Portfolio Managers who provide customized advice to their clients and access to the full spectrum of securities products and services.

Equal Opportunity

Ventum is committed to fostering an inclusive, accessible environment where all employees and customers feel valued, respected and supported. If you are invited to interview and require accommodation (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.