Head Of Manager Research And Portfolio Manager

About Q WealthQ Wealth is one of Canada's fastest-growing investment platforms, integrating wealth management and asset management under a single platform designed to align the interests of clients, advisors and investment solutions.
As one of Canada's fastest-growing wealth managers, Q Wealth is approaching $10 billion in Assets Under Administration, while its asset management business, Q Wealth Asset Management, has quadrupled in size over the past four years and is approaching $4 billion in Assets Under Management.
With ambitious plans to become one of Canada's premier asset managers, QWAM offers an opportunity to join a rapidly growing organization where your contributions will directly influence the future of the firm’s investment platform and help shape the next generation of investment solutions.
Position OverviewQ Wealth Asset Management is seeking a Head of Manager Research and Portfolio Manager to lead the firm’s manager research and approved-product functions. The successful candidate will also serve as the primary gatekeeper for alternative and private-market investment products made available to Q Wealth advisors.
The successful candidate will identify and evaluate leading investment managers globally across equities, fixed income, liquid alternatives and private markets. They will also serve as a Portfolio Manager or Associate Portfolio Manager for QWAM’s fund-of-funds mandates, with responsibility for manager selection, portfolio construction, ongoing oversight and investment communication.
The role will serve as the lead spokesperson for QWAM’s fund-of-funds mandates and play a growing role in developing the firm’s private-markets capabilities.
Key Responsibilities
Lead manager research, due diligence and approved-product oversight across equities, fixed income, liquid alternatives and private markets.
Use eVestment and other institutional research resources to screen the global manager universe, analyze peer groups, support multi-manager portfolio construction and maintain a target list of prospective strategies.
Organize, lead and document due-diligence meetings for current and prospective managers.
Monitor existing managers through regular performance, portfolio, organizational and investment-process reviews, including formal annual due diligence.
Evaluate managers based on their organization, investment team, philosophy, process, performance, risk, portfolio construction, fees, liquidity and alignment of interests.
Serve as the gatekeeper for alternative and private-market investment products used by Q Wealth advisors, maintaining the approved-product list and leading the initial review, ongoing monitoring and recommended removal of products.
Maintain manager research, watchlists and recommendations, and present proposed manager additions, changes or removals to the appropriate investment committees, supported by analysis of diversification, risk-adjusted return potential and cost.
Build strong relationships with external managers and negotiate competitive fees and investment terms where appropriate.
Serve as a Portfolio Manager or Associate Portfolio Manager for QWAM’s fund-of-funds portfolios, participating in manager allocations, portfolio construction, rebalancing, liquidity management, risk oversight and performance reviews.
Work with the investment and operations teams to establish new funds, open investment subaccounts and onboard new strategies.
Work closely with the private-markets due-diligence team and play a growing role in the investment oversight and portfolio management of QWAM’s private-market funds and the continued development of its broader private-markets capabilities.
Develop fund collateral, presentations, portfolio commentary and educational materials, and serve as the lead spokesperson for the fund-of-funds mandates with partners, advisors, clients and other stakeholders.
Contribute to broader investment research, asset allocation and portfolio-construction initiatives within the Office of the CIO.
Qualifications and Experience
Minimum of eight years of experience in institutional manager research, investment consulting, portfolio management or fund selection.
Previous experience leading or overseeing a manager-research function at a bank, investment dealer or asset manager, or conducting manager research within an institutional investment consulting firm, is preferred.
Experience evaluating investment managers across multiple asset classes, including equities, fixed income, alternatives or private markets.
Strong proficiency with eVestment, including manager screening, peer-universe analysis and multi-manager portfolio construction.
Strong understanding of qualitative and quantitative manager assessment, capital markets, portfolio construction and investment risk.
Experience managing or supporting fund-of-funds or other multi-manager portfolios is preferred.
Experience negotiating manager fees and evaluating different investment vehicles and implementation structures is considered an asset.
A proactive self-starter who takes ownership, identifies opportunities and issues independently, and drives initiatives from research through implementation.
Eligibility for registration as a Portfolio Manager or Associate Portfolio Manager in Canada is preferred.
Strong analytical, writing, presentation and public-speaking capabilities.
A CFA or CAIA designation, Master of Finance degree or MBA is preferred.
Why Join Q Wealth Asset Management
Join one of Canada's fastest-growing integrated wealth and asset management firms.
Help shape the firm’s manager research, approved-product and fund-of-funds platforms.
Search the global investment universe for leading managers across public and private markets.
Take on a visible portfolio-management and spokesperson role while helping build QWAM’s future private-markets capabilities.
Competitive compensation, comprehensive benefits and the opportunity to participate in our employee ownership program.
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