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    Mawer PMA

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    bczhou
    The document describes a job opening for a Portfolio Manager Associate at an institutional investment management firm. The role involves directly managing client relationships and accounts, responding to client inquiries, resolving issues, and performing administrative duties like trade preparation and account reconciliation. Candidates should have a business degree, securities licenses, strong computer skills, and experience in financial services or investment management. The firm offers opportunities for growth and professional development within a respected company that emphasizes excellence and client service.

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    Mawer PMA

    Uploaded by

    bczhou
    66 views2 pages
    The document describes a job opening for a Portfolio Manager Associate at an institutional investment management firm. The role involves directly managing client relationships and accounts, responding to client inquiries, resolving issues, and performing administrative duties like trade preparation and account reconciliation. Candidates should have a business degree, securities licenses, strong computer skills, and experience in financial services or investment management. The firm offers opportunities for growth and professional development within a respected company that emphasizes excellence and client service.

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    20140609_Mawer_PMA

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    The document describes a job opening for a Portfolio Manager Associate at an institutional investment management firm. The role involves directly managing client relationships and accounts, responding to client inquiries, resolving issues, and performing administrative duties like trade preparation and account reconciliation. Candidates should have a business degree, securities licenses, strong computer skills, and experience in financial services or investment management. The firm offers opportunities for growth and professional development within a respected company that emphasizes excellence and client service.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    66 views2 pages

    Mawer PMA

    Uploaded by

    bczhou
    The document describes a job opening for a Portfolio Manager Associate at an institutional investment management firm. The role involves directly managing client relationships and accounts, responding to client inquiries, resolving issues, and performing administrative duties like trade preparation and account reconciliation. Candidates should have a business degree, securities licenses, strong computer skills, and experience in financial services or investment management. The firm offers opportunities for growth and professional development within a respected company that emphasizes excellence and client service.

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    Portfolio Manager Associate Institutional Portfolio Management

    (11914-PMAI) Full Time (Calgary, AB)




    The Opportunity
    The Institutional Portfolio Management team is looking for a Portfolio Manager Associate who can demonstrate
    a commitment to our core values of integrity, excellence, superior client service and long-term vision. They are
    responsible for the delivery of accurate, superior client service while working in a team environment.

    The Portfolio Manager Associates are given direct responsibility for dealing with clients. These relationships are
    important to the organizations success; therefore, an Institutional Portfolio Manager Associate (PMA) is integral
    to manage the transactions and serve the needs of the client. They work closely with one or more Portfolio
    Managers and clients to manage client accounts, problem solve, and provide back-up and training.

    Primary Responsibilities
    Work closely with one or more Portfolio Managers (PM) to develop, service, and maintain client
    relationships
    Respond to account activity requirements (i.e. of new account transfers) and client inquiries
    Resolve issues, complaints and requests from clients, custodians and/or advisors
    Manage administrative account activity trade preparation, verification, cash management, balancing
    transactions, document management, and reporting
    Manage client account cash positions monitor maturities, income flow, cash requirements for client
    requests, trades, and fees
    Account specific reconciliation of non-cash transactions (i.e.: corporate actions, dividends and donations)
    and cash reconciliations
    Initiate and confirm money market trades and foreign exchange trades to ensure that client cash positions
    are at reasonable levels
    Prepare and verify accuracy of mutual fund orders
    Produce custom client reports and analyze custom and standard reports for accuracy; review client
    performance returns
    Prepare and distribute monthly & quarterly reporting to clients
    Provide information to auditors to assist them in the preparation of client reporting
    Problem solving - forensic investigation of a variety of external and internal issues including trade
    settlement, custodian, and compliance
    Provide back-up to team as required including workflow, filling in for a colleague in their absence, and
    training


    Education & Skills
    University business degree or relevant post-secondary diploma
    Successful completion of the Canadian Securities Course
    Strong knowledge of computer software:
    o Microsoft Word, Excel, Outlook, PowerPoint
    o APX Advent Portfolio Exchange (internal portfolio management system)
    o Custodian software
    Knowledge of securities and associated attributes is desirable
    Securities Industry/Financial Services / Investment Management background desirable


    Qualifications
    High level of attention to detail and accuracy
    Related experience in Financial Services
    Strong knowledge of investment management and terminology
    Strong interpersonal and team member skills including the ability to work independently as well as part of a
    team
    Strong analytical, organizational and troubleshooting skills
    Ability to present candid feedback and suggestions to improve processes
    Ability to prioritize and remain composed as workload increases
    Strong motivational skills aimed at learning new tasks and taking on new responsibilities
    Capacity to interact with sophisticated clients
    Ability to work non-standard hours

    Why Mawer?
    An opportunity to work at one of the most respected investment management firms in Canada and directly
    contribute to our global success.
    A highly professional meritocracy full of interesting challenges and significant opportunities for growth and
    development
    The firm has an exceptional and celebrated work culture


    About Mawer
    Established in 1974, Mawer Investment Management Ltd. is an independent firm that provides world-class,
    global investment management services across all major asset classes to a broad range of individual and
    institutional clients. We are proud of our reputation as one of Canadas most respected investment management
    firms and strive to earn such respect by continually delivering long-term investment excellence, developing
    strong client partnerships, and living our core values. Mawer currently has over $22.6 billion in assets under
    management and employs over 100 people across locations in Calgary, Toronto and Singapore.

    Applicants should provide their rsum and cover letter. Please send all application materials via email to
    resumes@mawer.com by July 5, 2014, and include your first name, last name, and reference number 11914-
    PMAI in the subject line. If possible, please send all material requested in one PDF document. Only applications
    that include all required materials will be considered.


    No telephone inquiries please.
    We thank all applicants and advise that only those selected for an interview will be contacted.

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