Step into a pivotal role at Purpose Investments as a Portfolio Manager overseeing the Steadyhand and Harness wealth platforms. Manage over $3.5 billion in AUM with full authority on fund construction.This position demands a robust investment background and the ability to make nuanced portfolio decisions supporting a client-centric approach. You will oversee both the Founders and Builders funds while ensuring alignment with Purpose's strategic objectives. Your expertise in communication will be vital as you partner closely with advisers and other stakeholders in this hybrid work setting.Key Responsibilities:
Guide platform-wide PM accountability across all solutions
Lead construction and management of Founders and Builders funds
Align model portfolios with Purpose’s house view
Govern third-party sub-advisor performance effectively
Advocate and communicate decisions clearly to clientsRequirements:
Solid investment background required
Exceptional communication and public speaking skills
Experience in managing portfolios directly
Ability to handle accountability for entire platform
Adaptability to AI-assisted investment monitoringElevate your career managing significant AUM and driving cutting-edge investment solutions at Purpose Investments.#J-18808-Ljbffr
📌 Portfolio Manager At Purpose Investments Toronto (Canada)
🏢 Purpose Unlimited
📍 Canada
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.