- Employer: iA Private Wealth Inc.
- Office: 26 Wellington Street East
- Location: Toronto, Ontario
- Other Possible Location(s): Montreal, Quebec
- Job category: Business Administration, Finance and Accounting
- Job ID: JR10025993
- Job type: Permanent Job
- Apply before: 2026-07-13
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
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 assessing alternative strategies’ structure, risks, and return drivers.
Multi‑asset portfolio construction, rebalancing, and implementing from PM directives.
Conduct performance attribution, risk metrics analysis, and portfolio diagnostics.
Provide trade execution, order management, and maintaining accurate portfolio positioning.
Produce clear, concise investment reports, analytics, and recommendations for PMs.
Lead the development, review, and documentation of PM Pool KYP assessments in alignment with program standards.
PM Program
Respond to daily inquires from advisors
Assist the Portfolio Manager with ad‑hoc data pulls, quick-turn analyses, presentation materials. Prepare, proof, and format documents, briefs, and presentations. Draft emails, circulate updates, and drive stakeholder follow‑ups to closure. Draft and distribute concise updates, meeting notes, and action summaries
Coordinate the Managed Account Committee agenda, applications and overall PM onboarding process
Manage the monthly PM supervision fee billing process by providing invoicing data to the Programs and Platforms Manager.
Supervision of the firm’s APMs
Assess and report on the firm’s Portfolio Managers’ performance, including evaluation of returns, risk profiles, consistency of process, and adherence to mandate expectations.
Education & Qualifications
Currently registered as Associate Portfolio Manager or Portfolio Manager with a securities regulator
Very strong investment acumen and understanding of portfolio construction principles
Experience in portfolio allocation, portfolio rebalancing, trade execution and reconciliation
Good knowledge of alternative investments (real estate, private equity, private debt, etc.)
Strong understanding of the Canadian full-service wealth management space
Undergraduate or graduate degree in finance or related fields
CFA or CIM designation
Must be fluent in English and French to communicate with advisors across the country
Strong technical skills in Excel, Bloomberg/FactSet (or equivalents), and portfolio analytics tools.
Excellent communication, attention to detail, and ability to operate in a fast‑paced PM environment.
Experience
Specific Skills & Abilities
Specificities
The base salary for this role is between $110, 000 - $120, 000 annually.
See why so many people choose iA!
iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $235 billion in assets, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 130 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, write to us. Someone from our team will be happy to assist you.
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
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 assessing alternative strategies’ structure, risks, and return drivers.
Multi‑asset portfolio construction, rebalancing, and implementing from PM directives.
Conduct performance attribution, risk metrics analysis, and portfolio diagnostics.
Provide trade execution, order management, and maintaining accurate portfolio positioning.
Produce clear, concise investment reports, analytics, and recommendations for PMs.
Lead the development, review, and documentation of PM Pool KYP assessments in alignment with program standards.
PM Program
Respond to daily inquires from advisors
Assist the Portfolio Manager with ad‑hoc data pulls, quick-turn analyses, presentation materials. Prepare, proof, and format documents, briefs, and presentations. Draft emails, circulate updates, and drive stakeholder follow‑ups to closure. Draft and distribute concise updates, meeting notes, and action summaries
Coordinate the Managed Account Committee agenda, applications and overall PM onboarding process
Manage the monthly PM supervision fee billing process by providing invoicing data to the Programs and Platforms Manager.
Supervision of the firm’s APMs
Assess and report on the firm’s Portfolio Managers’ performance, including evaluation of returns, risk profiles, consistency of process, and adherence to mandate expectations.
Education & Qualifications
Currently registered as Associate Portfolio Manager or Portfolio Manager with a securities regulator
Very strong investment acumen and understanding of portfolio construction principles
Experience in portfolio allocation, portfolio rebalancing, trade execution and reconciliation
Good knowledge of alternative investments (real estate, private equity, private debt, etc.)
Strong understanding of the Canadian full-service wealth management space
Undergraduate or graduate degree in finance or related fields
CFA or CIM designation
Must be fluent in English and French to communicate with advisors across the country
Strong technical skills in Excel, Bloomberg/FactSet (or equivalents), and portfolio analytics tools.
Excellent communication, attention to detail, and ability to operate in a fast‑paced PM environment.
Experience
Specific Skills & Abilities
Specificities
The base salary for this role is between $110, 000 - $120, 000 annually.
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