Investment Management Support And Securities Trader

Investment Management Support and Securities Trader

BCV Asset Management Inc. provides portfolio management services to high-net-worth families, corporations, and institutional investors. We are a growing investment firm, based in Winnipeg, that has completed its seventeenth year of business in 2023 and that manages over $4 billion in client assets. Our firm’s culture is built around investment performance, excellence in client service, and long-term business relationships.

This is an incredible opportunity and ideal role for your start in finance. As an integral member of this dynamic and collegial team, you will support the Portfolio Managers, Associate Portfolio Managers, Financial Analysts and Traders in aspects of portfolio database management, securities trading, capital markets research, marketing and client communication efforts of the firm.

Tasks, Role & Responsibilities:

A. Securities & Economic Research

· Maintain an awareness of economic, financial market and investment conditions that impact the companies in which we invest.

· Perform independent fundamental research on equity and fixed income securities across multiple sectors, reviewing securities that are currently in portfolios and identifying securities for addition to or removal from portfolios.

· Assist the Portfolio Managers, Associates and Analysts in sourcing 3rd party research.

B. Portfolio Manager Database Management:

· Organize trading, research notes, corporate actions & manage proxy folders on our platforms.

· Categorize securities into their industry classifications within our database.

C. Client Communication

· Working with Portfolio Managers and Associates in marketing and communication initiatives with clients and prospects building presentations, proposals, tear sheets and other materials as needed.

· Contributing to various project initiatives that support our business strategies.

D. Equity & Fixed Income Trading:

· Perform firm-wide portfolio management transactions, including fixed income and equity trading and both individual security trading.

Critical Knowledge, Skills and Abilities:

· Passionate about a career in the Finance Industry.

· Exceptional communication and interpersonal skills along with solid organizational qualities.

· Proven analytical, planning and time management skills.

· Ability to take initiative and can work independently as well as in a team environment.

· Ability to meet deadlines without compromising efficiency, accuracy and attention to detail.

· Open-minded, willing to learn and commitment to improving the team culturally.

· Commitment to ongoing education and professional development.

· Tech savviness and advanced proficiency in Microsoft Office, specifically Excel and PowerPoint.

Educational Requirement:

Enrolled in an undergraduate degree in Commerce, Finance or Economics with a graduation date in 2023, as well as an aspiring Chartered Financial Analyst candidate.

Just the start of what BCV can offer:

· A comprehensive suite of Health Care & Wellness benefits.

· Strong educational Support and professional development.

· Highly competitive compensation and profit sharing.

· RRSP matching, a weekly chef, and much more.

We are committed to diversity and inclusion and welcome applications from all genders, all cultures, persons with disabilities, and persons of all sexual orientations.

If you possess the above skills and traits, and desire to grow and make a difference with our amazing local company, we invite you to learn more about this exciting opportunity. Please submit your resume and cover letter in confidence to Kimberly Wallace, Manager, People and Culture.

If you require accommodation for the recruitment process, please let us know when you submit your application.

We sincerely appreciate your interest and thank all applicants, however, only those selected for an interview contacted.

Job Types: Full-time, Permanent

Salary: $48,700.00-$70,000.00 per year

Benefits:

• Company events
• Discounted or free food
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• Profit sharing
• RRSP match
• Wellness program

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Winnipeg, MB R3T 6G7: reliably commute or plan to relocate before starting work (required)

Education:

• Bachelor's Degree (preferred)

Work Location: Hybrid remote in Winnipeg, MB R3T 6G7