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Added 14 days ago
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Tall Oak Capital Advisors

Associate Portfolio Manager

London, ON, Canada

Full-time

Within 25 km of London · About 2.7 km from the city centre

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Job details

Job type: Full-time
Apply by: Apr 2, 2027
Posted: Oct 4, 2026

Original job description

Company Description Tall Oak Capital Advisors is a boutique wealth management firm serving physicians, farm families and businesses, affluent individuals and families, and business owners. The firm focuses on comprehensive advice that supports clients in preparing for the future, growing their assets, and preserving their wealth over time. Tall Oak Capital Advisors provides integrated guidance on wealth management, investment strategies, and business growth. Team members collaborate closely with clients to deliver tailored solutions aligned with their financial goals and values.

Role Description The Associate Portfolio Manager is a full-time, on-site role based in London, ON. This role supports the management of client investment portfolios through research, analysis, and ongoing monitoring of market conditions, securities, and asset allocation. The Associate Portfolio Manager assists in executing trades, preparing portfolio reviews, and contributing to investment recommendations that align with client objectives and risk profiles. Day-to-day responsibilities include preparing reports and presentations for client meetings, maintaining accurate portfolio records, and collaborating with senior advisors to implement investment strategies. The role also involves responding to internal and client inquiries, ensuring compliance with firm policies and regulatory requirements, and contributing to continuous improvement of investment processes.

Qualifications

Strong Analytical Skills, including the ability to interpret financial data and assess risk-return profiles.
Finance knowledge, with understanding of capital markets, financial instruments, and economic drivers.
Portfolio Management and Investments experience or coursework, including asset allocation and security selection.
Familiarity with Trading processes, order execution, and trade settlement within a regulated environment.
Bachelor’s degree in Finance, Economics, Business, or a related field; progress toward or completion of CFA, CIM or similar designation is an asset.
Proficiency with portfolio management and analytics tools (e.g., Excel, financial modeling, investment research platforms).
Clear written and verbal communication skills, with the ability to explain investment concepts to diverse audiences.
High attention to detail, integrity, and commitment to client-focused service in a collaborative team setting.

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More about this job

Responsibilities

Research, analyze, and monitor client portfolios, market conditions, securities, and asset allocations; assist with trade execution and investment recommendations aligned with client objectives and risk profiles. Prepare portfolio reviews and client materials, maintain accurate records, respond to inquiries, support compliance, and collaborate with senior advisors to implement and improve investment processes.

Requirements

A bachelor’s degree in Finance, Economics, Business, or a related field is specified, along with knowledge of capital markets, financial instruments, portfolio management, and trading processes. Candidates should have strong analytical, communication, and detail-oriented skills, and proficiency with Excel, financial modeling, and investment research tools; progress toward or completion of a CFA, CIM, or similar designation is an asset.

Skills

Financial Analysis
Risk Assessment
Capital Markets
Financial Instruments
Portfolio Management
Asset Allocation
Security Selection
Trade Execution
Trade Settlement
Investment Research
Financial Modeling
Client Communication
Regulatory Compliance
Attention to Detail
Client Service

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Management
Wealth Management
Investment Strategies
Investment Research
Capital Markets
Financial Instruments
Asset Allocation
Security Selection
Risk-Return Analysis
Trade Execution
Trade Settlement
Portfolio Reviews
Financial Modeling
Excel
Investment Research Platforms
CFA
CIM
Regulatory Compliance
Client Objectives
Investment Recommendations

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