Portfolio Manager

Firm Description

Westcourt Capital specializes in the sourcing and due diligence of alternative investment strategies and in the construction of diversified alternative-focused investment portfolios designed to protect capital and provide attractive risk-adjusted returns in all market environments. As a registered Portfolio Manager, Westcourt has advised on the allocation of over $5 billion in assets since the firm was founded in 2009. For further information please refer to our website at www.westcourtcapital.com.

Position Description

Westcourt is growing its Client Services team by adding two registered Portfolio Managers. Westcourt’s PMs are responsible for working with Westcourt clients by providing best in class service and sophisticated investment advice. The duties will include but are not limited to:

• Work closely with UHNW clients in identifying their investment objectives and constraints;
• Schedule, prepare and develop personalized presentation material for client review meetings;
• Coordinate with clients’ accountants, lawyers and CFOs;
• Respond to client requests and resolve complex client issues and concerns;
• Provide workflow, guidance, and mentoring to Associates, including the delegation of tasks and review of work product;
• Keep current and informed on financial news and maintain deep expertise in financial market activity;
• Participate in investment committee meetings to review current investments on the Westcourt shelf and discuss new investment opportunities;
• Review all due diligence material to stay current on all investments on the Westcourt shelf;
• Rebalance portfolios as changes occur, to reflect the client’s primary goal, target allocation and risk preferences;
• Manage custodial accounts, communicate with Portfolio Administrators to execute orders;
• Review and send monthly reports to clients with professional analysis and review;
• Manage capital call transactions on a monthly basis; and
• All other client-related tasks and projects.

Education and Skill Requirements

Westcourt is looking for a team player who enjoys a collegial, high-performance culture, is comfortable and flexible with constantly evolving priorities, a self starter and is open to new challenges. Specifically, we are looking for someone with:

• Good standing as a registered Portfolio Manager (Advising Representative) with the OSC
• Professional accreditation is required – CFA, CIM, or CAIA
• Bachelor’s or Master’s Degree in a business-related field is required
• Minimum of 5 years of relevant experience – preference for experience in the alternative investment space
• Strong written and communication skills;
• Proficient in Microsoft Suite (including excel, word and power point)
• Strong client service orientation and interpersonal skills
• Strong attention to detail
• Networking and relationship-building skills

Compensation and Benefits

• Industry competitive compensation package that rewards and recognizes individual contributions
• Health spending account and participation in the employee group benefit plan
• Three weeks vacation, plus additional full-office closures in August and over the December holidays
• Financial support for continued education
• Leadership support for further career development
• A dynamic, collaborative high-performing team
• Opportunities to do challenging work and grow your career
• Positive work culture emphasizing respect, diversity, and inclusion

Work Location

The primary place of work will be at Westcourt’s head office. Westcourt has currently implemented a hybrid model where employees will be expected to physically attend and work at Westcourt’s head office for part of the week and work remotely for the remainder of the week.

Inclusion & Equal Opportunity

Westcourt is an equal opportunity employer committed to diversity, inclusion, and respect in the workplace. Individuals seeking employment at Westcourt are considered without regard to any protected category including, but not limited to, race, color, religion, national origin, age, sex, marital status, ancestry, diverse-ability, veteran status, gender identity, or sexual orientation.

Accommodation Requests

Westcourt is proud to provide interview & employment accommodation during the recruitment and hiring process. If you require an accommodation to apply or interview for this position, please reach out directly to [email protected]. We are committed to work with you to best meet your needs.

Prior to Commencing Employment

Completion of a satisfactory criminal record check, education verification and reference checks are required for employment.

We thank all applicants in advance for their interest; however, only those selected for an interview will be contacted.