Lead PM Roles:AGP (Alitis Growth Pool), ADGP (Alitis Dividend Growth Fund), ASIP (Alitis Strategic Income Pool); AIGP (Alitis Income & Growth Pool equity & fixed income co-contributor)Primary Domain:Public Equities (individual securities, ETFs, mutual funds) and Fixed Income (government, investment grade, high yield, private credit, income-oriented alternatives); Alternative Investments(Private Equity, Private Credit, Liquid Alternatives); Asset Allocation supportAbility to commute/relocate: Victoria, BC V8 S 1 Z5: reliably commute or plan to relocate before starting work (preferred)Role PurposeThe Senior Portfolio Manager owns the construction, management, and stewardship of the firm’s equity and fixed income pooled strategies. Working under the direction of the CIO and as a voting member of the Investment Committee, this role applies the firm’s investment philosophy with discipline and consistency across both asset classes — from research and portfolio construction through trading and ongoing risk management.Beyond direct portfolio management, the Senior Portfolio Manager oversees the Fixed Income Analyst and serves as an investment resource to the Private Client PortfolioManagers, supporting and training them on the firm’s pooled strategies to ensure consistent, well-informed implementation across client relationships.Investment Committee MembershipServe as a full voting member of the Investment Committee. Attend and actively contribute to weekly, monthly, and quarterly IC meetings; lead the preparation anddelivery of equity and fixed income content; present positioning, outlook,



and performance at monthly Advisor IC presentations; and contribute to cross-assetdecision-making through equity, interest rate, credit, and liquidity perspectives.Equity Portfolio ManagementOwn the design, construction, and ongoing management of the AGP and ADGP, and manage the equity contribution to the AIGP in coordination with the CIO. Set andmaintain strategic and tactical equity positioning across sectors, geographies, and styles, and maintain the firm’s internal equity model, recommending enhancementsas appropriate.Fixed Income Portfolio ManagementOwn the design, implementation, monitoring, and evolution of the ASIP, and manage the fixed income contribution to the AIGP in coordination with the CIO. Setand maintain positioning across cash, government bonds, investment grade, high yield, private credit, and income-oriented alternatives, managing duration, termstructure, and liquidity within mandate constraints.Investment Research, Due Diligence & KYPLead research across the approved equity and fixed income coverage universe. Conduct initial and ongoing KYP reviews for all holdings; monitor issuer, credit,andstructural developments; review MD&A, financial statements, and earnings releases on a quarterly basis; and conduct manager calls and fund reviews for externallymanaged positions. Identify and evaluate current investment opportunities and present recommendations to the IC.Asset Allocation & Macro AnalysisContribute to SAA and TAA framework development in collaboration with the CIO. Continuously assess macroeconomic conditions, central

📌 Senior Portfolio Manager (Victoria)
🏢 Alitis Investment Counsel
📍 Victoria