Senior Portfolio Manager
About the Firm
With a 16 year history, $1.2 billion of assets under administration, and a team of 24 professionals, McLean & Partners Wealth Management is one of the premier wealth management firms in Western Canada. We focus on developing relationships with high net-worth clients, while providing independent investment solutions and asset allocation strategies. Our purpose is to manage our clients risk, while achieving above average long-term investment returns.
At McLean & Partners, we are proud to be an independently managed and operated subsidiary of the Canadian Western Bank Group (CWB). Our vision is to be the wealth management company of choice for all stakeholders and the nature of our relationship with CWB allows us to work towards achieving these goals. Operating independently provides us with the flexibility and freedom to execute upon our strategic plans; while having the backing of CWB lets us reach a significantly larger client base across Western Canada. Working together ensures that both McLean & Partners and CWB can continue to grow their business well into the future.
Our Investment Team and Your Role
Our Investment Team currently consists of seven professionals two Senior Portfolio Managers, two Senior Research Analysts, and three Research Analysts. The team manages private pooled funds (equity, fixed income, and balanced) and segregated portfolios. The funds are managed based on our in-house research process, which is aligned with our overall investment philosophy. The Investment Team also works very closely with the Client Portfolio Management Team to assist in portfolio construction and asset allocation at the individual client level.
We are looking for someone who shares the same passion, interest, and understanding of fundamentals-based long-term investing. The Senior Portfolio Manager will contribute to the leadership of the team and have an active and important role in the teams results. This person will be involved with the team on a daily basis in discussing specific investment opportunities, portfolio construction, risk management, and overall asset allocation. Aside from the technical skills and responsibilities, we are interested in a candidate who is a thinker - someone who likes to read voraciously, learn continuously, and hold open discussions with their colleagues. The person will also be expected to teach and mentor their colleagues.
On the business side, the Senior Portfolio Manager will be required to contribute to the overall business strategy and the growth of McLean & Partners into the future.
Senior Portfolio Manager
Essential Job Duties and Responsibilities
Contribute to the asset allocation strategy within the investment portfolios and adjust on a tactical and strategic basis
Consistently monitor the execution of the investment process, and ensure portfolio construction is aligned with the process and asset allocation outlook of the Research Team
Lead and mentor members of the Research Team and help ensure a productive allocation of the teams resources Manage or co-manage the tactical monthly income strategy Direct and provide input on future investment mandates and strategies Provide analytical and fundamental investment support to the Research Team and manage or co-manage select
investment mandates Participate in client and prospect presentations on a regular basis Contribute to the companys quarterly investment commentary and provide ongoing communication both internally
and externally as it relates to investment strategy Develop and lead corporate culture in a positive manner and have input into the strategic direction of the company
Desired Skills and Experience
CFA designation A solid understanding of, and a strong belief in, a fundamental-centric investment process Solid understanding of investment theory, economics, equity, fixed income, and alternative asset classes A minimum of 10 years direct experience in asset management and research functions Experience in fundamental investment analysis, modeling, and valuation for assessing asset classes and securities Demonstrated experience in asset allocation and portfolio construction Experience in managing a multi-asset class income strategy would be an asset Experience leading an investment team or the desire to lead an investment team in the future Polished and effective presentation skills, including the ability to communicate and make presentations to clients
and prospects Strong oral and written communication skills. Must be able to communicate effectively with fellow team members
and board members Must be able to articulate investment strategies to fellow team members, staff, clients, and board members
Reports to: Kevin Dehod, President and CEO
Senior Portfolio Manager
We offer a competitive base salary and benefits plan based on industry experience and the responsibilities of the position. There is also the potential to earn an annual bonus based on the ability to meet and exceed individual, team, and corporate goals.
We are a growing entrepreneurial private investment firm and we believe that a key to achieving our vision is employee ownership in the firm. As a key cultural driver, and with the full support of our partner company Canadian Western Bank, we are pleased to offer equity ownership to those individuals that help us achieve our vision.
We encourage interested applicants to review our website and explore the McLean & Partners family online at www.mcleanpartners.com.
Applicants should forward their resume with cover letter to email@example.com.