Direct accountability for managing and supporting existing client relationships and helping research, source, and attain new business opportunities
Direct responsibility for the production and maintenance of client and prospect facing materials across a variety of asset classes and strategy types including slides, research and sales materials as required
Assist members of the PH&N Indigenous Investment Services team in the day-to-day support of client mandates including creating content and managing the production, review, and distribution of client reporting (monthly, quarterly, and on request), mandate structuring, cash flow management, compliance monitoring and client relationship management system updates
Actively participate in the development and delivery of presentations to clients and prospects as experience and familiarity develops

Bachelor’s degree (focus on Finance or a MBA would be an asset)
7+ years of investment and financial services industry experience
Experience working with Indigenous communities
Passion for markets with skills and attributes that demonstrate potential to develop into a senior member of the team
Strong professional written and verbal communications skills
Team player with the ability to work independently and to prioritize and multitask in order to meet tight timelines under high pressure situations
CFA designation (candidate or Charter holder) or CIM designation
Superior knowledge of Microsoft Office Suite (particularly Excel and PowerPoint) and the ability to utilize and become proficient in the use of various tools and systems
Willingness to regularly travel for client meetings and engagements

A comprehensive Total Rewards Program including bonuses and flexible benefits
Competitive compensation
Stock where applicable
Leaders who support your development through coaching and managing opportunities
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work in a growing area of investment management
Opportunities to take on progressively greater accountabilities
Opportunities to build close relationships with clients
Ability to make a difference and lasting impact

Institutional Associate, Indigenous Investment Services

Key skills