Jobs in Coquitlam

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Within 25 km of Coquitlam

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Genus Capital Management

Portfolio Manager

Vancouver, BC, Canada

Full-time

Within 25 km of Coquitlam · About 24.4 km from the city centre

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Job details

Job type: Full-time
Apply by: Mar 24, 2027
Posted: Sep 25, 2026

Original job description

We seek bright and ambitious investment professionals to join our growing team. We offer a compelling opportunity to have an immediate impact as part of a client-centric team in a rapidly growing organization. The candidate will support our client portfolio management process with direct client responsibilities and participate in the firm’s asset allocation process. The successful hire will gain valuable experience in ensuring client investment objectives are met and their portfolio reflects their values. The portfolio manager also establishes a business growth strategy that attracts new clients.

Qualified candidates must have the following:

An aptitude for business development, sales, and entrepreneurial thinking
Demonstrated success in building and managing a large client base
Excellent interpersonal skills and emotional intelligence
Natural relationship building and networking skills
Great communicator with excellent presentation abilities
Minimum five years’ investment industry experience
Undergraduate degree; CIM or CFA (Level 1) required
Advising Representative (AR) status within Canada

We value the following attributes across our team:

Positive and energetic approach to work
Demonstrates a high level of integrity
Flexible, innovative, and open to change
Professional, organized, reliable, and committed to excellence
Team oriented, respectful of others, and adds to success
Problem solving, sound decision making, and good judgment

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More about this job

Responsibilities

Support client portfolio management, take direct responsibility for client relationships, and participate in the firm’s asset allocation process. Help ensure portfolios meet clients’ investment objectives and reflect their values, while developing a business growth strategy to attract new clients.

Requirements

Requires at least five years of investment industry experience, an undergraduate degree, and CIM or CFA Level 1 credentials, as well as Advising Representative status in Canada. Candidates should demonstrate business development and client-base management success, strong relationship-building and communication skills, and sound judgment.

Skills

Business Development
Sales
Entrepreneurial Thinking
Client Portfolio Management
Asset Allocation
Investment Management
Client Relationship Building
Networking
Interpersonal Skills
Emotional Intelligence
Communication
Presentation Skills
Integrity
Problem Solving
Decision Making
Judgment

Visa sponsorship

Not detected in the job text

Keywords

Investment Management
Portfolio Management
Client Portfolio Management
Asset Allocation
Investment Objectives
Business Development
Sales
Entrepreneurial Thinking
Client Base Management
Client Relationships
Networking
Interpersonal Skills
Emotional Intelligence
Communication
Presentation Skills
CIM
CFA Level 1
Advising Representative Status
Canada
Integrity
Problem Solving
Decision Making
Judgment
Teamwork

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