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- Tasks: Create a report on portfolio rebalancing strategies in Canadian mutual funds based on your experience.
- Company: Join a leading firm focused on investment strategies and asset management.
- Benefits: Competitive consulting fee, flexible contract duration, and the chance to share your expertise.
- Why this job: Make an impact by sharing your insights on portfolio management with industry professionals.
- Qualifications: 5+ years in portfolio management with hands-on rebalancing experience.
- Other info: Opportunity for professional growth and networking within the investment community.
The predicted salary is between 36000 - 60000 £ per year.
We are commissioning a short, practitioner level report on how portfolio managers actually rebalance portfolios in Canadian mutual funds. The goal is not to obtain confidential trading data, but to document how experienced professionals think about and execute rebalancing in day to day practice.
What you'll do:
- You will prepare a confidential written report (approx. 10–20 pages) that is based entirely on your own experience, for example:
- How you approached rebalancing and position adjustments in Canadian mutual funds (equity or balanced; active or benchmark aware).
- How you balanced considerations such as risk, performance, flows, tracking error, mandates, and client expectations when rebalancing.
- How internal guidelines, oversight, and reporting requirements influenced your timing and implementation of rebalancing decisions (e.g., around month end, quarter end, or other key dates).
- A few scenarios or examples from your own career that illustrate the trade-offs you faced and how you resolved them.
We are not asking you to name firms, people, or securities, and we do not want any proprietary strategies or confidential information—only an experience-based description of how rebalancing is handled in practice.
Who we're looking for:
- Background:
- 5+ years in portfolio management, co PM, or senior investment analyst/trader roles at a Canadian domiciled mutual fund complex.
- Direct, hands-on responsibility for portfolio rebalancing/positioning (not just model building).
Engagement details:
- One written report (10–20 pages) based on your own experience.
- One light revision round for clarity/structure (your views stay your own).
- Fixed consulting fee, commensurate with experience and length of report.
How to apply:
Please send CV. Contract duration of 1 to 3 months.
Mandatory skills: Investment Strategy, Asset Management, Portfolio Management
Canadian Mutual Fund Portfolio Manager employer: FreelanceJobs
Contact Detail:
FreelanceJobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Canadian Mutual Fund Portfolio Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world and let them know you're on the hunt for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your portfolio management knowledge. Be ready to discuss your experience with rebalancing and how you've tackled challenges in the past. We want to hear your stories!
✨Tip Number 3
Don’t just apply anywhere—focus on companies that align with your values and expertise. Check out our website for openings that match your skills, especially in Canadian mutual funds. It’s where the magic happens!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Share a brief insight from your conversation to show your enthusiasm and reinforce your fit for the role.
We think you need these skills to ace Canadian Mutual Fund Portfolio Manager
Some tips for your application 🫡
Showcase Your Experience: When writing your application, make sure to highlight your relevant experience in portfolio management. We want to see how your background aligns with the role, so don’t hold back on sharing specific examples of your rebalancing strategies and decision-making processes.
Be Clear and Concise: Keep your writing clear and to the point. We appreciate a well-structured report that’s easy to follow. Remember, you’re aiming for 10-20 pages, so make every word count and avoid unnecessary jargon.
Focus on Practical Insights: We’re interested in how you actually execute rebalancing in practice. Share real scenarios from your career that illustrate the challenges you faced and how you navigated them. This will give us a better understanding of your thought process and expertise.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your CV and ensure it gets into the right hands. We can’t wait to see what you bring to the table!
How to prepare for a job interview at FreelanceJobs
✨Know Your Portfolio Management Inside Out
Before the interview, make sure you’re well-versed in your own experiences with portfolio rebalancing. Be ready to discuss specific strategies you've employed and how you've navigated challenges in your past roles. This will show that you not only understand the theory but also have practical insights.
✨Prepare Real-Life Scenarios
Think of a few key scenarios from your career that highlight your decision-making process during rebalancing. Discuss the trade-offs you faced and how you resolved them. This will give the interviewer a clear picture of your hands-on experience and problem-solving skills.
✨Understand the Company’s Approach
Research the company’s investment philosophy and any recent news or reports related to their mutual funds. Tailor your responses to align with their values and practices, showing that you’re not just a fit for the role but also for their culture.
✨Ask Insightful Questions
Prepare thoughtful questions about their portfolio management processes and how they handle rebalancing. This demonstrates your genuine interest in the role and helps you gauge if the company aligns with your professional goals.
