Portfolio Managers
Portfolio Managers (PM) will report to the Chief Investment Officer (CIO) and directly oversee 2 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
*Serves as a 4th year or higher student. Applications open in Fall 2026 for 3rd year and up students. One position per sector.
Requirements
Student Requirements
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Be a current Bachelor of Commerce student at the Asper School of Business.
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Have a minimum of 48 credit hours completed at the time of application.
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Have a minimum cumulative GPA of 3.25 at the time of application. Students with a GPA of 3.50 or higher will receive preference.
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Have completed FIN 2010 Introduction to Finance with a minimum grade of B+, and the Bloomberg Market Concepts (BMC) course.
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Have completed, or be enrolled in, the following with a minimum grade of B+:
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FIN 3002 Applied Asset Management (or the former FIN 4230). If not yet completed, you must be enrolled in Winter 2027.
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FIN 2420 Financial Risk Management, or any 3000 or 4000 level FIN course (excluding FIN 3002). If not yet completed, you must be enrolled in Fall 2026 or Winter 2027.
Skills Required
Experience working with Microsoft PowerPoint and Excel
Skills Required
Applicants who previously served on PSMIF as a Junior Equity Analyst or Equity Analyst will receive preference.
Work Terms
PSMIF is flexible around internships and co-op terms during Fall and Winter. Summer internships are welcomed and encouraged.
Conditions of Offer
If you are enrolled in FIN 3002 in Winter 2027, or in FIN 2420 or another eligible FIN course in Fall 2026 or Winter 2027, your offer is conditional on earning a minimum grade of B+ in each course in progress. The offer will be withdrawn if either requirement is not met.
Additional Interviews
If a position opens after recruitment closes, additional interviews may be held. Candidates must meet all requirements. Those still completing FIN 3002 or the additional finance course may be considered, with offers conditional on a final grade of B+ or higher.
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.