- Contribute to the management of equity and multi-asset funds/strategies, focusing on achieving optimal risk-adjusted returns.
- Conduct in-depth research, analysis, and due diligence of global equity markets, with an emphasis on US and developed international markets.
- Actively participate in tactical asset mix decisions by continually following a variety of macro factors.
- Make informed decisions regarding asset allocation, portfolio construction, and risk management across various global equity sectors and industries.
- Track and analyze fund performance, adjusting strategies as needed to optimize returns and reduce volatility.
- Maintain and build strong relationships with our Family Wealth advisors and direct clients, providing insights into portfolio performance, market trends, and investment strategy.
- Prepare regular portfolio reports, security recommendations, presentations, and performance reviews for internal stakeholders and clients.
- Execute trades in Bellwether’s pooled funds and in client portfolios.
Qualifications
- CFA Charterholder with 5-10 years of experience in managing global equity portfolios, ideally with exposure to US and international equities.
- Proven ability to analyze global financial markets and identify investment opportunities.
- Strong understanding of risk management principles and the ability to adjust portfolio exposures accordingly.
- Demonstrated track record of achieving strong investment returns and outperforming benchmarks.
- Strong communication and presentation skills, with the ability to interact effectively with clients and senior management.
- Proficiency in financial modeling and analysis tools (e.g., Bloomberg, Excel).
- Thrives in a team environment by openly providing feedback and listening to the opinions of colleagues – willing to do what it takes for each other.
Working conditions
This is a hybrid role, which will be required to work in our Oakville office at least three days per week, including our regular Monday morning investment meetings.
Bellwether Investment Management Inc. is an equal opportunity employer committed to diversity and inclusion. Disability-related accommodation during the application process is available upon request.
