Portfolio Management Associatei2i Capital Management — Waterloo / Hybrid Full-time | Compensation: Salary plus Bonus PotentialAbout usi2i Capital Management is a Canadian discretionary portfolio management firm. We manage money for individuals, families, and trusts, with a research-driven, long-term approach to equity investing.Our clients get direct access to the people who actually manage their money, and it means the person in this seat gets exposure to every part of the business rather than one narrow slice of it.The roleThis is a fast-track position for someone who wants to be a portfolio management associate and is prepared to earn it.You will start by supporting portfolio construction, research, and client work, and take on progressively more responsibility for investment decisions and client relationships as you demonstrate judgment. The intent is that you grow into a full Portfolio Manager role and eventually carry your own book. We will be explicit with you about what that timeline looks like and what has to happen to move along it.The role will not stay in one lane. You will touch operations, trading, compliance, marketing, and business development. If you want a job with a tightly defined mandate and clear boundaries, this isn't it. If you want to understand how an investment firm actually runs, it is.What you'll doPortfolio management and researchConduct fundamental research on Canadian and U.S. equities: financial statement analysis, valuation, industry work, and management assessmentBuild and maintain financial models and monitor existing holdings through earnings, news flow, and thesis-relevant developmentsContribute investment ideas to the team and defend them under scrutinyAssist with portfolio construction, position sizing, rebalancing,



and tax-aware trade decisionsPropose trades and monitor allocations against client mandates and IPS constraintsTrack performance and attributionClient workPrepare quarterly portfolio reviews and performance reportingJoin client meetings, and over time lead themRespond to client questions on holdings, markets, and account mattersSupport onboarding, KYC, and IPS documentationEverything else a small firm needsContribute to written market commentary and research contentSupport compliance obligations and internal record-keepingHelp improve internal processes, reporting, and research toolingParticipate in business development and prospect conversationsWhat we're looking forRequired2–5 years in investment research, portfolio management, wealth management, or a closely related roleCFA charter, CFA candidacy, or CIM designation — or the ability to complete the requirements for registration as an Associate Advising Representative in OntarioStrong fundamental analysis skills and genuine fluency with financial statementsExcellent written communication; you will be writing forclients, not just for internal useComfort with Excel and financial data platformsWhat actually matters to usYou have real opinions about businesses and can articulate whyYou are willing to be wrong publicly and update your view without egoYou handle client relationships with care and directness rather than jargonYou take ownership of problems that aren't formally yoursYou are interested in investing outside of work hours, not because we require it, but because that's usually what separates good analysts from great onesNice to haveExperience with CroesusPast experience in a wealth management roleCandidate resides in South-Western OntarioWhat we offerA defined path to Associate Portfolio Manager with real accountability attached to itDirect mentorship from senior PMs, not a training programExposure to the full business — investment, client, and operationalSupport for CFA/CIM fees and continuing educationCompensation that grows with the book you help buildWe thank all applicants for their interest; only those selected foran interview will be contacted.i2i Capital Management is an equal prospect employer.

📌 Portfolio Management Associate (Alton)
🏢 i2i Capital Management
📍 Alton