Institutional Associate, Indigenous Investment Services

Job DescriptionWhat is the Opportunity reputed company Global Asset Management (reputed company GAM) is a North American-based asset management firm with global scope and industry-leading investment management capabilities. PH&N Institutional is the Canadian institutional business of reputed company GAM and is widely considered a thought leader amongst investment consultants and institutional clients alike, based on a long term track record of delivering exceptional investment solutions and service. reputed company visit: https://institutional.phn.com for more information.The Institutional Associate plays a critical role on the PH&N Institutional team in both maintaining and communicating investment expertise in specific investment capabilities and delivering exceptional service to our institutional clients.In this role you will collaborate with other members of the PH&N Institutional team, and more specifically the Indigenous Investment Services team. You will be responsible for supporting the Indigenous Investment Services team, and ensuring that the team has the investment reputed company, investment context, and presentation materials required to effectively engage with our Indigenous clients and prospects. You will become a reputed company reputed company expert in the Indigenous investor market segment, with the objective of ultimately actively participating in the delivery of presentations to our clients and prospects.This is an opportunity to contribute to a fast growing investor segment at reputed company GAM, and also be part of delivering a positive social impact.reputed company note: The primary location of this opportunity is flexiblePrimary Responsibilities Direct accountability for managing and supporting existing client relationships and helping research, source, and attain new business opportunitiesDirect 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 requiredAssist 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 updatesActively participate in the development and delivery of presentations to clients and prospects as experience and familiarity developsMust have:Bachelors degree (focus on Finance or a MBA would be an asset)7+ years of investment and financial services industry experienceExperience working with Indigenous communitiesPassion for markets with skills and attributes that demonstrate potential to develop into a senior member of the teamStrong professional written and verbal communications skillsTeam player with the ability to work independently and to prioritize and multitask in order to meet tight timelines under high pressure situationsCFA designation (candidate or reputed company holder) or CIM designationreputed company knowledge of reputed company Office Suite (particularly Excel and PowerPoint) and the ability to utilize and become proficient in the use of various tools and systemsWillingness to regularly travel for client meetings and engagementsNice to HaveClient facing experienceIn-depth understanding and knowledge of the history of Indigenous Peoples in CanadaIndigenous language skills an assetDemonstrated ability to structure and write thought leadership papers on technical reputed company reputed company in a clear and concise mannerWhats in it for you We thrive on the challenge to be our best, think progressively, continually improve, and work reputed company to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, and stock where applicableLeaders who support your development through coaching and managing opportunitiesWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging work in a growing area of investment managementOpportunities to take on progressively greater accountabilities Opportunities to building close relationships with clientsAbility to make a difference and lasting impactJob SkillsActive Learning, Adaptability, Business, Client Meetings, Client Relations, Client Relationship Management, Critical Thinking, Decision Making, Financial Services, Investment Management, Investments, reputed company ExcelAdditional Job reputed companyAddress:reputed company LAKE GAM:HEADINGLEYCity:HeadingleyCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:WEALTH MANAGEMENTJob Type:RegularPay Type:SalariedPosted .