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Portfolio Management Associate Jobs in Ontario (NOW HIRING)

BMO Financial

CA$69K - CA$129K/yr

Wealth Sales & Service The Portfolio Management Group (PMG) is responsible for supporting BMO ... Coach, motivate, develop and provide counsel to Portfolio Associates and Portfolio Assistants in ...

BMO Financial

Support the team with review and vetting of Associate Portfolio Manager (APM) and Portfolio Manager (PM) candidates. * Support oversight of direct supervision obligations for APMs and supervising PMs.

Worthland

Portfolio Manager

Toronto, ON · On-site

CA$100K - CA$140K/yr

... or Associate Advising Representative (AAR) under Canadian securities laws. Key Responsibilities Portfolio & Investment Management * Provide clients with regular performance updates, portfolio ...

Worthland

Portfolio Manager

Toronto, ON · On-site

CA$100K - CA$140K/yr

... or Associate Advising Representative (AAR) under Canadian securities laws. Key Responsibilities Portfolio & Investment Management * Provide clients with regular performance updates, portfolio ...

MBNA

Associate, Portfolio Coverage Team Location: Edinburgh, Glasgow, Leeds, Manchester, Birmingham ... You'll support the management of a large and diverse portfolio of trading clients, helping to ...

Lbg

Associate, Portfolio Coverage Team Location: Edinburgh, Glasgow, Leeds, Manchester, Birmingham ... You'll support the management of a large and diverse portfolio of trading clients, helping to ...

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All JobsPortfolio Management Associate JobsPortfolio Management Associate Jobs in Ontario

Portfolio Management Associate information

See Ontario salary details

$40.5K

$72.1K

$123K

How much do portfolio management associate jobs pay per year?

As of Aug 24, 2026, the average yearly pay for portfolio management associate in Ontario is $72,100.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,500.00 and $77,500.00 per year, depending on experience, location, and employer.

What is a portfolio management associate?

Portfolio Management Associates are professionals who support portfolio managers in overseeing investment portfolios for clients or institutions. Their duties typically include researching investment opportunities, monitoring portfolio performance, preparing reports, and ensuring that investment strategies align with clients' goals. They act as a liaison between clients and portfolio managers and help execute investment decisions. This role requires strong analytical skills, attention to detail, and knowledge of financial markets.

How does a portfolio management associate typically contribute to investment decision-making within a team environment?

As a Portfolio Management Associate, you play a vital supporting role in the investment process by conducting research, analyzing market trends, and assisting with portfolio monitoring and reporting. You’ll collaborate closely with portfolio managers, analysts, and sometimes client service teams to gather data, prepare performance reports, and help execute investment strategies. This role requires strong attention to detail and effective communication skills, as your insights and analyses often inform key decisions. Teamwork and the ability to manage multiple tasks under tight deadlines are essential for success.

What are the key skills and qualifications needed to thrive as a portfolio management associate, and why are they important?

To thrive as a Portfolio Management Associate, you need strong analytical skills, a solid understanding of financial markets, and typically a degree in finance, economics, or a related field. Familiarity with portfolio management software, Bloomberg Terminal, and proficiency in Excel and financial modeling are highly valued, and certifications like the CFA can be advantageous. Excellent attention to detail, communication skills, and the ability to work collaboratively are important soft skills in this role. These abilities are crucial for making informed investment decisions, accurately managing client portfolios, and effectively supporting the portfolio management team.

What is the difference between Portfolio Management Associate vs Investment Analyst?

AspectPortfolio Management AssociateInvestment Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, often pursuing CFA or related certifications
Work EnvironmentFinancial firms, asset management companiesResearch firms, investment banks, asset managers
Primary ResponsibilitiesSupporting portfolio strategies, trade execution, client reportingAnalyzing securities, market research, financial modeling

While both roles support investment decision-making, Portfolio Management Associates focus on implementing strategies and managing client portfolios, whereas Investment Analysts primarily conduct research and analysis to inform investment choices.

What are the most commonly searched types of Portfolio Management jobs in Ontario?

The most popular types of Portfolio Management jobs in Ontario are:

What are popular job titles related to Portfolio Management Associate jobs in Ontario?

For Portfolio Management Associate jobs in Ontario, the most frequently searched job titles are:

What job categories do people searching Portfolio Management Associate jobs in Ontario look for?

The top searched job categories for Portfolio Management Associate jobs in Ontario are:

What cities in Ontario are hiring for Portfolio Management Associate jobs?

Cities in Ontario with the most Portfolio Management Associate job openings:

Portfolio Management Associate jobs near you
Infographic showing various Portfolio Management Associate job openings in Ontario as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $72,100 per year, or $34.7 per hour.

Investment Operations and Business Management - Associate

Trisura Group

Toronto, ON • On-site

$60 - $100/hr

Other

Posted 5 days ago

Job description

Investment Operations and Business Management - Associate

333 Bay St., Toronto, ON M5H 2R2, Canada

Job Description

Posted Thursday, August 13, 2026 at 5:00 AM

TRISURA GROUP LTD

We are currently seeking a qualified individual for the following opportunity in our Toronto office.

Investment Operations and Business Management - Associate

Team: Investments

Reporting to: SVP, Investments

Description: Support critical investment-related decision making and execution through timely reporting and thoughtful analysis.

As an integral member of the team, you will bring

  • Experience with portfolio operations, portfolio analytics, performance attribution, trade settlement, compliance, risk management, etc.
  • Interest in financial markets, asset allocation, portfolio management and trading.
  • Demonstrated ability to effectively manage multiple priorities.
  • Strong computer skills; including extensive experience with Microsoft Office.
  • Familiarity with Bloomberg.
  • Demonstrated ability to collaborate cross-functionally across teams/vendors/counterparties.
  • Excellent organizational, communication and interpersonal skills.
  • Proven ability to work within a team environment.
  • Proven ability to organize and complete work within tight deadlines.

Responsibilities

  • Prepare and communicate recurring portfolio analysis/reporting, including exposure, risk management, transactions, performance, etc.
  • Manage trade settlement.
  • Assist in preparation of internal and external presentations.
  • Contribute to macro, asset class and security specific commentary.
  • Assist investment team in discrete tasks related to asset allocation, security diligence and trading and portfolio construction.

Qualifications

  • 0-4 years of experience in a middle office role supporting portfolio management/trade floor (ie. portfolio analytics, performance attribution, trade settlement, compliance, etc.)
  • Bachelor/BBA/BCom or related degree program with Finance concentration.
  • Experience with coding languages is an asset.
  • Experience with AI/automation is an asset.
  • CFA degree or progress towards the designation is an asset.

Location:

  • Downtown Toronto
  • The expected salary in this position is within the range of $60,000 - $100,000

This salary range reflects the expected base compensation for the role across Canada. Actual compensation will be determined based on factors such as experience, qualifications, and scope of responsibilities. Trisura Group provides this range in good faith in accordance with applicable legislation.

This position is for an existing, currently vacant position.

We thank all candidates for their interest; however, only those selected for an interview will be contacted.

333 Bay St., Toronto, ON M5H 2R2, Canada

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