Become an integral part of Ventum's Portfolio Management & Strategy team as an Associate focused on Portfolio Administration and Analysis. Contribute to key investment processes and strategy development.

This role allows you to engage with investment professionals and shape portfolio management through research and analytical support. Collaborating with seasoned experts, you will participate actively in strategy and decision-making discussions, enhancing your portfolio management skills.

Key Responsibilities:
• Support discretionary portfolio management activities
• Assist in constructing investment strategies
• Perform quantitative and fundamental analysis
• Engage in risk management and performance oversight
• Facilitate client communications and presentations

Requirements:
• Bachelor’s degree in a financial field
• CFA Program completion preferred
• At least five years in portfolio management or analysis
• Solid analytical skills in financial metrics
• Advanced Excel capabilities, including modeling

Shape the future of portfolio management with your analytical skills at Ventum.
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📌 Associate for Discretionary Portfolio Support (Ontario)
🏢 Ventum Financial
📍 Ontario