iA Financial Group
Associate Portfolio Manager
Job Description
Investment Analyst/Associate Portfolio Manager – PM program and Managed Program Trading
Role Summary The Associate Portfolio Manager / Analyst will support multi‑asset trading, research, and portfolio management, executing trades, analyzing securities and alternative strategies, reviewing OMs, and contributing to portfolio construction, rebalancing, and performance/risk analysis. The role also works within the PM Program to support and evaluate iAPW’s Portfolio Managers and APMs, providing high‑quality analytical insights and operational support across mandates.
Main Duties & Responsibilities PM POOLS
Assist the Portfolio Manager in trading activity: movements/net cash flows (redemptions and contributions, distributions, if any). Trade execution for PM pools, legacy SMA models.
Conduct security research and evaluate managers/strategies.
Review Offering Memorandums and assess alternative strategies’ structure, risks, and return drivers.
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Role Summary The Associate Portfolio Manager / Analyst will support multi‑asset trading, research, and portfolio management, executing trades, analyzing securities and alternative strategies, reviewing OMs, and contributing to portfolio construction, rebalancing, and performance/risk analysis. The role also works within the PM Program to support and evaluate iAPW’s Portfolio Managers and APMs, providing high‑quality analytical insights and operational support across mandates.
Main Duties & Responsibilities PM POOLS
Assist the Portfolio Manager in trading activity: movements/net cash flows (redemptions and contributions, distributions, if any). Trade execution for PM pools, legacy SMA models.
Conduct security research and evaluate managers/strategies.
Review Offering Memorandums and assess alternative strategies’ structure, risks, and return drivers.
<...