About Our Client Our client is a premier outsourced Chief-Investment Officer (OCIO) catering to HNW and UHNW families and institutions across North America who have made exceptional contributions to society through business, public service, and philanthropy. The group is distinguished by its institutional-caliber investment research process spanning across asset classes and has unique access to top-tier global asset managers. In addition, they offer thoughtful counsel on estate structuring and multi-generational wealth planning. The firm was founded a decade ago by two accomplished and distinguished finance professionals. Their unique model, exceptional client service, and outstanding reputation have driven rapid growth, with AUM reaching approximately $2 billion. The business is well-positioned to continue its exponential growth and is expected to more than double AUM over the next few years. Job Summary The Associate Portfolio Manager is responsible for conducting investment due diligence on third-party asset managers and individual investment opportunities based on client requests. They are expected to hold a client-first service mentality and assist with relationship management. They will also support financial, tax and estate planning projects for clients. The ideal candidate is an energetic, quick learner with excellent interpersonal skills, a positive attitude, and exceptional investment experience. They will be excited by the opportunity to manage and grow our clients investment portfolios with the same care as if it were their own. If you are motivated by working in a fast-paced environment, interacting with both world-class GPs and highly distinguished clients, and have a passion for advancing your skills, this role may be an opportunity for you. Job Responsibilities Conduct investment due diligence on third party asset managers across fixed income, private equity, private credit, hedge funds, equities, real estate, infrastructure, and venture capitalwhile collaborating with a seasoned team. Additionally, researching individual investments as requested by clients. Clearly summarize and communicate investment findings, both internally and with clients. Provide tax and structuring support, particularly focused on multi-generational transition and tax efficient strategies, while working in conjunction with external legal and accounting partners. Proactively respond to client requests and coordinate regular reporting with support from an internal client experience team. Ultimately, this role will transition to providing direct asset allocation advice to clients with alignment to their long-term financial plans Required Skills and Qualifications 4-8 years of experience focused on investment research and analysis, either within public or private markets. Other backgrounds will be considered on a select basis. Familiarity with and interest in expanding knowledge across various asset classes. Strong preference for a CA/CPA designation. CFA, CBV MFE, and MFIN are also assets. Familiarity with taxation or financial planning will be considered an asset. High level of integrity and ethics Ability to think strategically and work independently in an innovative, fast-paced environment. Strong attention to detail and organizational skills Advanced communication and interpersonal skills, with the ability to interact with people at all levels. About LSP Recruit LSP Recruit is an executive search firm focused on ''Connecting the right people'' by developing long-standing relationships built on trust, integrity, and candour. LSP specializes in roles for finance professionals building careers investing in the private or public markets. We bring over 25 years of recruiting experience and over 300 successful searches on Bay and Wall Street. Due to the firm''s specialized and unique approach, we have developed an unparalleled network of relationships and knowledge, leading to better outcomes and experiences for both candidates and clients. Our client is an equal opportunity employer but candidates must be legally eligible to work in Canada. We welcome all applications and wish to thank all candidates for their interest in applying for this position. However, due to a high volume of applications only individuals selected for interviews will be contacted.
Job Title
Associate Portfolio Manager