Wellington-Altus Financial Inc.
Wellington-Altus Portfolio Manager Position
Job Description
Enhance investment practices as a Portfolio Manager at Wellington-Altus in Winnipeg or Toronto. This strategic role focuses on the governance of UMA and SMA programs and skillful portfolio management.
Reporting to the VP, Investment Platform Support, you will design and oversee managed investment programs, ensuring alignment with regulatory demands and the firm's strategic goals. You will utilize your portfolio management expertise to refine and implement best practices in investment program management and advisor training. Your role will bridge cross-functional collaboration to optimize investment tools and resources.
Key Responsibilities: • Lead the governance of managed account programs • Oversee ongoing refinement of the UMA program • Develop management policies and procedures • Provide expert guidance on trading platforms • Support advisor training and resource adoption
Requirements: • Business or finance degree or equivalent experience • 10+ years in th...
Reporting to the VP, Investment Platform Support, you will design and oversee managed investment programs, ensuring alignment with regulatory demands and the firm's strategic goals. You will utilize your portfolio management expertise to refine and implement best practices in investment program management and advisor training. Your role will bridge cross-functional collaboration to optimize investment tools and resources.
Key Responsibilities: • Lead the governance of managed account programs • Oversee ongoing refinement of the UMA program • Develop management policies and procedures • Provide expert guidance on trading platforms • Support advisor training and resource adoption
Requirements: • Business or finance degree or equivalent experience • 10+ years in th...