Position Overview
Our Portfolio Management & Strategy department plays a central role in the firm's wealth management services. The team is responsible for overseeing Ventum's discretionary portfolio management platform, supervising portfolio managers, managing the in‑house proprietary Separately Managed Account (SMA) strategies, overseeing external SMA mandates, and providing investment research and portfolio strategy support to advisors and clients throughout the firm.

Our internal discretionary portfolio platform currently manages a diverse suite of investment strategies, including Balanced, Dividend Growth, Canadian Large Cap Growth, U.S. Growth, and ETF portfolios. Ventum Financial offers a wide range of externally managed discretionary portfolios to choose from.

As our business continues to grow, we are seeking an experienced and intellectually curious investment qualified to join our team. The highly motivated Associate, Portfolio Administration & Analysis will become an integral member of our Portfolio Management & Strategy team.

Working directly with the Managing Director and Lead Portfolio Manager, you will participate in virtually every aspect of the portfolio management process. This is an exceptional opportunity for an investment professional looking to expand their analytical capabilities, contribute to investment decision-making, and build a long‑term career in discretionary portfolio management.

This is not simply an administrative role. You will have the opportunity to contribute ideas, participate in investment discussions, and play a meaningful role in the continued development of our portfolio management platform.

Key Responsibilities





Supporting all aspects of the discretionary portfolio management process

Assisting with investment strategy development and portfolio construction

Conducting asset allocation and sector allocation research

Screening, analyzing and monitoring equity investment opportunities

Performing quantitative and fundamental investment analysis

Assisting with portfolio risk management and performance monitoring

Preparing economic, market, portfolio strategy and investment research reports

Supporting portfolio managers with client communications and investment presentations

Assisting in the ongoing management and oversight of Ventum's discretionary SMA platform

Providing analytical support to investment professionals throughout the firm

Who You Are
You are currently employed at a CIRO‑regulated investment dealer, asset management firm, pension fund, or institutional investment organization and are looking for an opportunity to further your learning and where your work has direct impact.

You enjoy analyzing companies, markets, and investment strategies, possess strong financial and accounting knowledge, and are eager to broaden your portfolio management expertise. Most importantly, you want to be part of a collaborative team where your ideas are valued and your career can continue to grow.

Qualifications & Experience





University degree in Finance, Economics, Quantitative Finance, Commerce, or a related discipline

Completion of the Chartered Financial Analyst (CFA) Program

Minimum five years of experience in portfolio management, equity research, financial analysis, or investment management related field

Strong knowledge of financial statement analysis and company valuation

Advanced Microsoft Excel skills, including financial modelling and macros

Excellent analytical, critical-thinking and problem-solving abilities

Outstanding written and verbal communication skills

Robust organizational and time management skills with exceptional attention to detail

Experience with LSEG Workspace (formerly Refinitiv), Dataphile, Bloomberg, Factset, is considered a significant asset

CIRO registration is preferred

What We Offer

Annual performance bonus

Direct mentorship from an experienced portfolio management team

Significant exposure to portfolio construction, investment strategy and security selection

A collaborative, entrepreneurial culture where your contributions make a difference

Opportunities for long‑term professional growth within a leading independent investment firm

Extensive Benefits Program

Ventum is committed to fostering an inclusive, accessible environment where all employees and customers feel valued, respected and supported. If you are invited to interview and require accommodation (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

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📌 Associate, Portfolio Administration & Analysis (Ontario)
🏢 Ventum Financial
📍 Ontario