THE PROSPECT

We have an opportunity for an Investment Associate to join our award-winning firm in our Vancouver office.

WHAT YOU’LL DO

In this role, you will join a Portfolio Manager and an existing assistant, providing dedicated support for discretionary portfolio management services to high-net-worth individuals.

The ideal candidate is client-focused and detail-oriented. You take ownership of your responsibilities, adapt to changing priorities, and contribute to a team culture that values client service and teamwork.

RESPONSIBILITIES

Trading

- Enter and execute trades, including model trades and bulk orders
- Monitor and adjust asset allocation and portfolio rebalancing as needed
- Monitor cash balances and identify accounts requiring investment or funding
- Maintain model portfolios and implement approved investment changes
- Review trade activity for accuracy and follow up on discrepancies or settlement issues
- Update investment model spreadsheets

Analysis

- Analyze client portfolios and identify rebalancing or investment opportunities
- Prepare portfolio performance,



asset allocation and investment reporting for client meetings
- Prepare information for client meetings
- Conduct investment and market research to support portfolio recommendations
- Prepare research summaries and other materials for the Portfolio Manager
- Attend internal research meetings and stay abreast of market developments
- Update slide decks for client meetings and presentations
- Assist with client letters and reviews

Financial Planning Support

- Support clients through the wealth management process by gathering relevant information, documents, and questionnaires, coordinate activities with appropriate financial planning contacts and follow-up on tasks
- Liaise with clients’ accountants for year-end tax filing
- Maintain up-to-date records of clients’ net-worth and cash flow statements

Portfolio and Administrative Support

- Assist as needed in the processing of transactions such as wires, EFTs, contributions, withdrawals, and transfers in a timely manner
- Assist as needed in

📌 Investment Associate (Vancouver)
🏢 Odlum Brown
📍 Vancouver