Vancouver

Associate, Private Clients & Foundations

Leith Wheeler Investment Counsel Ltd. is an independent, employee-owned, Vancouver-based investment counsel managing approximately $19 billion in assets on behalf of pension, foundation, First Nations, corporate and individual clients across Canada.

Job Description:

The primary role of the Associate is to provide support to the team of client servicing Portfolio Managers and work alongside other Associates. The Associate role plays a critical function in providing a variety of portfolio information to clients, consultants, and other service providers. The nature of the information provided requires a person with an impeccable attention to detail, and strong analytical and communication skills.

This position is an excellent opportunity for someone seeking a role in the investment industry that provides the potential for professional growth. The successful applicant will have a passion for client service and be excited about working in a team-based environment.

Duties will include: 

  • Responding to information requests
  • Assisting with quarterly report generation
  • Preparing presentation material for clients
  • Completing prospective client proposals (RFPs)
  • Calculating investment performance attribution
  • Assisting with various projects around the firm 

Job Qualifications:

Ideal Candidate Characteristics:

  • Bachelor of Commerce degree (or similar)
  • CFA program candidate (completion of Level 2 an asset)
  • Investment or financial services industry experience
  • Consistent attention to detail
  • Excellent written and verbal communication skills
  • Ability to manage multiple tasks and changing priorities
  • Computer skills:
    • Required: Excel, Word, PowerPoint, Outlook
    • Beneficial: Salesforce, Bloomberg, Portfolio & Order Management systems

Thank you in advance for your interest.  The closing date for applications is January 18, 2019. 

To apply, please send your resume and cover letter to the attention of Michael Job at info@leithwheeler.com. Please note, only applicants selected for interviews will be contacted.