Associate Portfolio Manager | Ongoing Opportunities

Ottawa, ON
Hybrid
Posted Oct 12, 2026
1 position

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Employment type: Full-time
Experience level: Entry, Junior · 0+ years
Minimum education: Bachelor’s degree
Posting language: English
Working hours: 40 hours per week

Job summary

The Associate Portfolio Manager will support senior investment leaders by conducting research on funds and market developments while assisting with portfolio performance and risk analysis. They will also prepare review materials, maintain investment data, and support client meetings alongside senior colleagues.

Job details

Associate Portfolio Manager | Ongoing Opportunities Location: Canada and United States Employment: Full-time Work arrangement: Office-based, hybrid or remote depending on the specific opportunity The opportunity We welcome expressions of interest from early-career investment professionals seeking future Associate Portfolio Manager opportunities across Sonance Financial’s Partner Groups. This is an ongoing talent pool, not an advertisement for a specific current vacancy. This is a development-focused role supporting senior portfolio managers and investment leaders. You would contribute to research, portfolio analysis, reporting and advisor support while building your investment knowledge and judgment. The role does not assume independent discretionary authority, responsibility for leading an investment platform or unsupervised client advice. Responsibilities will reflect your experience, registration status and the requirements of the employing entity. What you could contribute • Research investment funds, ETFs, managers and market developments, documenting findings for senior review. • Assist with portfolio performance, allocation, exposure and risk analysis. • Prepare portfolio-review materials, reports, presentations and draft market commentary. • Support manager due diligence and monitoring of approved investment strategies. • Help maintain investment research records, portfolio data and investment-policy documentation. • Assist senior colleagues with implementation and rebalancing analysis, with any trading subject to appropriate authorization and review. • Join advisor or client meetings alongside senior colleagues and support accurate follow-up. • Coordinate with investment operations, compliance and advisory teams, escalating questions or discrepancies. What you bring • A degree in finance, economics, business or a related discipline, or equivalent relevant education and experience. • Early-career experience in investment research, portfolio analysis, wealth management or investment operations; strong internship or co-op experience will also be considered. • A foundation in financial markets, asset allocation and investment analysis. • Strong Excel, analytical, written-communication and organizational skills. • Progress toward the CFA designation, CIM or another relevant qualification is an asset. • Curiosity, attention to detail, professional integrity and a willingness to learn. • Willingness to work toward role-appropriate qualifications; any required registration must be confirmed before regulated responsibilities are assigned. Express your interest Please submit your résumé and a short note describing your investment interests, relevant analytical experience, preferred location and professional-study progress. Use only non-confidential examples when describing previous work.

What you’ll do

Requirements

Candidates should possess a degree in finance, economics, business, or a related field, along with early-career experience in investment research or wealth management. Strong analytical skills, proficiency in Excel, and progress toward professional designations like the CFA or CIM are highly valued.