Trader & Portfolio Analyst - Jobs in Calgary, AB

Job Description

Trader & Portfolio AnalystLocation: This position will be based in our Calgary office.Application Deadline: January 30, 2023Our organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel and Wellington-Altus Private Wealth —the top-rated* wealth advisory company in Canada and one of Canadas Best Managed Companies. With more than $20 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients.

• Investment Executive 2022 Brokerage Report Card

The Team:West Oak Family Office is a multi-family office located in Calgary Alberta with over $1 Billion in Assets Under Administration (AUA). More than a traditional wealth management offering, West Oak Family Office provides a platform for high and ultra-high-net-worth families which is fully integrated, independent, and dedicated to the families they serve, with a long-term focus on each family’s success.In addition to Wellington-Altus’ total rewards program, the West Oak team is pleased to offer benefits to their team such as maternity top-up, paid volunteer days, and a flexible remote-work program.The opportunity:Reporting to the Senior Portfolio Managers at West Oak Family Office, the Trader & Portfolio Analyst will act as a resource person for the team’s Portfolio Managers with trading, portfolio management, and research tasks and transaction processing related to managing client accounts and the team’s proprietary investment models.Key responsibilities include:

• Being responsible for daily monitoring of capital movements and transactions for all client portfolios.
• Determining optimal tactical asset allocation across accounts for all households.
• Organizing and building trade lists.
• Executing fixed income and equity trades on large volumes of high value trades.
• Collaborating with the investment management committee at weekly meetings.
• Monitoring market prices and macro conditions.
• Researching industry related information from a variety of sources as requested by Portfolio Managers.
• Keeping abreast of policy and procedure changes within the firm and industry.
• Being committed to rigorous follow up in relation to all client transactions, to ensure proper processing and minimization of errors.
• Maintaining client files, ensuring that all documentation and notes are compliant with industry regulations.
• Performing other duties as assigned.

The ideal candidate will possess:

• A bachelor’s in business administration, accounting, finance, or similar field of study.
• 5+ years of finance industry experience with at least two years of trading equity, fixed income, FX, and/or derivatives.
• A CFA designation: CFA charter holder (preferred) or a CFA candidate (Level II minimum).
• Registration as an IR or RR with IIROC, or a commitment to getting IR or RR licensed along with ongoing Continuing Education requirements.
• A high level of proficiency in Microsoft Office tool; specifically, Excel.
• Experience with Bloomberg, Thomson One, Bulk Trading software.
• An ability to maintain composure and communicate effectively in high-stress situations.
• A demonstrated ability to independently prioritize and accomplish tasks with minimal supervision.
• An excellent attitude and commitment to providing extraordinary service.
• A proven ability to independently identify problems and make suggestions for improvement.
• An ability to adapt quickly to changing needs and work requirements; stay up to date on all processes and procedures.
• Strong organizational and prioritization skills.
• Excellent attention to detail.
• A reliable, consistent work ethic.

Conditions of employment:

• Must be legally eligible to work in Canada.
• Current and maintained registration as an IR or RR, including completion of all courses and experience requirements, with IIROC with the ongoing requirement to fulfill Continuing Education requirements.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.If you require accommodation for the recruitment process, please let us know at the point of application.To apply:Click the Apply For This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com.Quick Apply

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