Portfolio Managers
Portfolio Managers (PM) will report to the Chief Investment Officer (CIO) and directly oversee 1-3 Equity Analysts & 0-1 Junior Analysts. Each PM will be assigned a sector to cover. PMs and their analysts will conduct research within their sector, perform detailed security analysis, and present their investment recommendations to the CIO. PMs will also receive guidance from the Advisory Committee of faculty members and finance professionals. The ideal candidate should have strong presentation skills, an interest in finance, demonstrate a proactive approach to learning, and have knowledge and/or experience with security analysis.
Sectors include:
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Consumers & Healthcare
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Energy, Materials & Utilities
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Financials & Real Estate
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Industrials
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Technology, Media & Telecom
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Requirements
Student Requirements
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Be a current Bachelor of Commerce student in the Asper School of Business.
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Register for courses as a full time or part time student during the Fall 2025, Winter 2026, and Fall 2026 semesters.
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Have a minimum of 60 credit hours completed at the time of application.
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Have a minimum GPA of 3.50.
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Have completed the following courses with a minimum grade of B+:
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FIN 2010 – Introduction to Finance + completed the Bloomberg Market Concepts (BMC) Course
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One additional finance course of your choosing
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Enroll and successfully complete FIN 4230 in the Winter 2025 semester.
Skills Required
Experience working with Microsoft PowerPoint and Excel
Responsibilities
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Leading their sector team and directly overseeing 1-3 Equity Analysts & Junior Analysts.
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Developing in-depth knowledge and understanding of their assigned sector and the companies within it.
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Organizing and reviewing equity research reports created by analysts & junior analysts.
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Presenting investment recommendations to the CIO at investment committee meetings.
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Reviewing, analyzing, and providing feedback on investment proposals by other sector groups.
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Staying informed on relevant macroeconomic events and sector-related news.
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Compiling quarterly financial reports.
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Presenting sector performance, transactions, and current holdings at quarterly Board meetings.
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Ensuring Equity Analysts’ & Junior Analysts’ deadlines are met, and deliverables are fulfilled.
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Additional duties as they arise.