Associate Portfolio Manager Investments

Research investment opportunities across asset classes at Chronicle Wealth while developing customized portfolios and investment policy statements for Canadian families.

As an Associate Portfolio Manager, you will support Chronicle Wealth’s multidisciplinary Investment team. The position combines investment research, portfolio monitoring, client presentations, and operational oversight. You will evaluate objectives with Financial Advisors and analyze equities, fixed income, real estate, private equity, private debt, and alternative strategies.

Key Responsibilities:

• Research macroeconomic trends, markets, and investment strategies
• Construct customized fund allocations and asset mixes
• Monitor portfolios for investment policy statement compliance
• Prepare client presentations and review meeting materials
• Participate in Investment Committee activities and market commentary

Requirements:

• Two to five years of work experience
• CFA or CIM designation
• Current or prior applicable advising registration
• Excellent analytical skills and investment strategy understanding
• Interest in diverse asset classes and investing

Apply portfolio research, analytical judgment, and client focus across customized investments at Chronicle Wealth’s Investment team.