
Portfolio Manager
- Toronto, ON
- Permanent
- Temps-plein
- A competitive compensation package (plus potential for semi-annual incentive) including comprehensive health and wellness benefits;
- Diverse and inspiring colleagues and approachable leaders;
- Opportunity to evolve in a growing firm.
Hamilton ETFs is one of Canada’s fastest growing exchange traded fund (“ETF”) providers. Based in Toronto’s financial district and with over $9 billion in ETF assets under management, we are seeking a motivated individual to join our entrepreneurial team of experienced and talented professionals.Here’s what you will do as Portfolio Manager:
Reporting to the Head of Product Strategy & Trading, the Portfolio Manager will work closely with other investment team members to ensure our portfolios are managed efficiently, compliantly, and in line with their mandates. Your responsibilities will be diverse, covering several aspects of investment management, including:Portfolio Management
- Assist in all aspects of equity, FX, options, collateral, and cash management for the ETFs;
- Monitor live market data; communicate internally and externally when necessary;
- Participate in investment decision-making, including rebalancing for rules-based ETFs, and cash management;
- Monitor portfolio exposures, performance attribution, and risk metrics;
- Oversee the firm’s portfolio management system;
- Prepare portfolio commentary and investment analysis for internal and external stakeholders, as required.
- Execute trades across multiple asset classes (equities, fixed income, FX, options) with a focus on best execution;
- Work with market makers to manage ETF creation/redemption flows;
- Maintain and enhance trading strategies, tools, and processes.
- Ensure adherence to portfolio guidelines, investment restrictions, and regulatory requirements (e.g. NI 81-102);
- Assist with internal compliance checks, audits, and reporting;
- Run daily reports and identify/resolve trading-related issues;
- Liaise with ETF Accounting & Operations and Compliance teams to resolve discrepancies.
- Contribute to process improvements for portfolio operations and trading workflows;
- Optimize the firm’s trading systems through automation;
- Support technology initiatives, including portfolio management system enhancements;
- Conduct market research to support investment strategies and product development;
- Assist the portfolio management team in maintaining and analyzing industry data to support portfolio construction and fundamental research;
- Provide insights on competitor products, industry trends, and trading innovations;
- Support the preparation of marketing materials, investor presentations, or any other material required to support the Sales team.
- Registration as an Advising Representative (Portfolio Manager) with the Ontario Securities Commission;
- Bachelor’s degree (or equivalent) in finance, economics, mathematics, or related discipline;
- Minimum 3 years of experience in portfolio management, trading, or investment operations (ETF experience preferred);
- Strong proficiency with Bloomberg, Excel, and portfolio management systems;
- Strong knowledge of Canadian securities regulations and ETF structures;
- Self-motivated and directed;
- Strong technical and analytical skills;
- Excellent written and verbal communication skills;
- Exceptional organizational skills with impeccable attention to detail and accuracy;
- Self-starter with an ability to work in an environment with firm deadlines and high pressure;
- A team-oriented mindset, with an interest and aptitude to add value outside of core responsibilities;
- Able to maintain a high level of integrity and discretion in handling confidential information;
- Willingness to work flexible hours, including evenings and occasional weekends.
- CFA/CIM designation or in-progress;
- Experience with option strategies in a professional environment; understanding of options pricing, particularly Canadian and U.S. equities;
- Experience with quantitative tools, programming (Python, VBA), or trading analytics;
- Bilingual (French);
- Recommendations for excellent movies and TV shows, and the best places to eat anywhere in the world!
Nous sommes désolés mais ce recruteur n'accepte pas les candidatures en provenance de l'étranger.