Portfolio Manager

Job Description

<h3>Job Description</h3><p>Job Description<p><strong>About Worthland Consulting<br /></strong><p>Worthland Consulting Inc. is a premier recruitment agency based in Canada, specializing in connecting top-tier talent with groundbreaking opportunities in dynamic and fast-paced industries, including Web3 and digital assets. We help companies build exceptional teams by finding the right talent for specialized roles across investment management, trading, and emerging technologies.</p><p></p><strong>About the Role:<br /></strong><p>Our client, a leading investment management firm, is looking for a Portfolio Manager to oversee and execute investment strategies across multiple asset classes, including traditional markets and digital assets. The ideal candidate will have a strong foundation in portfolio construction, risk management, and options trading—whether in traditional finance, digital assets, or both.<br />This role requires a professional with experience in portfolio management, investment strategy, and trading. The successful candidate will be responsible for managing client portfolios, optimizing asset allocation, and ensuring risk-adjusted returns in a rapidly evolving market environment.<br />To be eligible for this role, you must meet all regulatory requirements to be registered as an Advising Representative (AR) or Associate Advising Representative (AAR) under Canadian securities laws.<br /><strong><br /></strong></p><p><strong>Key Responsibilities</strong><strong>Portfolio & Investment Management</strong><ul><li>Provide clients with regular performance updates, portfolio insights, and market analysis to support informed decision-making.</li><li>Manage and oversee client investment portfolios, ensuring all allocations align with their risk tolerance, return objectives, and regulatory requirements.</li><li>Perform in-depth research on macroeconomic trends, market movements, and financial instruments to develop well-informed investment strategies.</li><li>Execute buying, selling, and portfolio rebalancing decisions to optimize risk-adjusted returns across different asset classes.</li><li>Continuously monitor portfolio performance, compare against benchmarks, and implement tactical adjustments as needed.</li><li>Maintain strong relationships with internal teams, external partners, and investors to ensure smooth portfolio execution and strategic alignment.</li></ul></p><p><strong>Trading & Market Execution</strong><ul><li>Ensure trade execution accuracy by verifying profit and loss (P&L) calculations, trade capture details, and valuation processes.</li><li>Monitor options markets, liquidity conditions, and market inefficiencies to capitalize on profitable opportunities.</li><li>Implement data-driven trading strategies using quantitative analysis, financial modeling, and market signals.</li><li>Utilize automation tools and APIs to enhance trading efficiency and improve execution quality.</li><li>Oversee options trading strategies across multiple asset classes, including equities, fixed income, and alternatives.</li><li>Crypto market experience is not required but is considered a plus, whether professional or personal.</li></ul></p><p><strong>Risk & Compliance<br /></strong><ul><li>Ensure investment decisions adhere to client agreements, risk management guidelines, and regulatory frameworks.</li><li>Monitor evolving industry regulations and economic developments to ensure compliance and optimize investment positioning.</li><li>Implement robust portfolio risk management measures to maintain compliance with internal policies and external oversight.</li><li>Work closely with legal, compliance, and regulatory teams to support audits, filings, and reporting requirements.</li></ul><strong><br /></strong></p><p><strong>Qualifications</strong><ul><li>Bachelor’s degree in Finance, Economics, or a related discipline; CFA or CFP certification is an asset.</li><li>Minimum of 5 years of experience in portfolio management, trading, or investment strategy execution.</li><li>Must meet all regulatory requirements to be registered as an Advising Representative (AR) or Associate Advising Representative (AAR) under Canadian securities laws.</li><li>Proficiency in Python and API-based trading tools is a must have</li><li>Strong proficiency in quantitative research, market analysis, and investment decision-making.</li><li>Demonstrated ability to manage multi-asset portfolios, balancing risk and return across different financial instruments.</li><li>Experience with options trading and risk mitigation strategies across various market products, including equities and fixed income.</li><li>Strong problem-solving and analytical skills, with the ability to assess complex financial scenarios and optimize investment strategies.</li><li>Excellent organizational and communication skills, with the ability to present ideas clearly to stakeholders and clients.</li><li>Familiarity with digital assets and blockchain technology is valued but not required.</li><li>Ability to operate in a fast-paced, high-performance investment environment, managing multiple priorities simultaneously.</li></ul></p><p><strong>Why Join?</strong><ul><li>Join a highly skilled investment team managing cutting-edge portfolios.</li><li>Gain exposure to diverse asset classes, from traditional finance to digital assets.</li><li>Work in a fast-growing investment firm that values innovation and data-driven decision-making.</li><li>Competitive compensation and strong career growth potential.</li></ul>This role is ideal for a strategic and results-driven professional with a passion for investment management and financial markets. If you have the right experience and qualifications, we encourage you to apply.</p></p></p>