Job Description
Firm Overview:
Leith Wheeler Investment Counsel Ltd. is an independent, employee-owned firm with a long-term, fundamental investment philosophy. With our headquarters in Vancouver and offices in Calgary, Toronto and Montreal, we manage over $30 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada with a strong emphasis on disciplined research, risk management, and collaborative decision-making.
Role Overview:
We are seeking a Registered Portfolio Manager to join our Equity team. This investment role is suited to an experienced generalist with deep fundamental research capabilities and a proven track record contributing to portfolio construction and security selection.
The role will primarily support the Global Equity strategy (approximately 75%), with additional responsibility for U.S. Small & Mid-Cap Equity (approximately 25%). The successful candidate will work closely with the Head of Global Equity and other portfolio managers, contributing meaningfully to idea generation, research depth, and ongoing portfolio management.
Key Responsibilities:
Investment Research & Security Selection
Conduct in-depth fundamental research across global equity markets, including company analysis, financial modeling, valuation, and risk assessment
Generate high-conviction investment ideas aligned with Leith Wheeler’s long-term, bottom-up investment philosophy
Maintain deep coverage of assigned sectors and companies, with a generalist mandate rather than narrow specialization
Monitor existing holdings and investment theses, recommending buy, hold, or sell decisions as appropriate
Portfolio Management Support
Contribute to portfolio construction, position sizing, and risk management discussions for Global Equity and U.S. SMID portfolios
Support ongoing portfolio reviews, performance attribution, and risk analysis
Exercise independent judgment while collaborating closely with portfolio managers on investment decisions
Collaboration & Communication
Work closely with other members of the Global Equity team to share insights, debate investment ideas, and strengthen overall research quality
Participate in investment committee discussions and internal research forums
Support client-facing activities as needed, including preparation of investment commentary and participation in client meetings or presentations
Qualification and Experience:
5–10 years of relevant investment experience in equity research and/or portfolio management, preferably within a buy-side environment
Registered Portfolio Manager designation (or eligibility to register)
CFA designation
Demonstrated experience covering global equities and/or U.S. small and mid-cap stocks
Strong financial modeling, valuation, and analytical skills
Proven ability to think independently while operating effectively in a team-oriented investment culture
Excellent written and verbal communication skills
High degree of intellectual curiosity, integrity, and alignment with a long-term investment mindset
Diversity and Inclusion:
Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, color, ethnic or national origins, sex, marital status, disability, age, ****** orientation, religion, or belief.
What We Offer:
Meaningful investment responsibility within a collaborative team
Long-term, fundamentals-driven investment culture with genuine decision-making input
Broad exposure to Global Equity and U.S. SMID strategies
Direct access to senior investment leadership
Stable employee-owned firm with strong client alignment
Collegial, respectful work environment that values collaboration, humility, and long-term careers
Competitive compensation, comprehensive benefits, and support for professional development
Application Process:
Forward your applications to careers@leithwheeler.com. Kindly include the following documents with your application:
An updated resume
Materials that provide insight into your investment approach, viz. research reports, investment write-ups, presentations, or other relevant work. These do not need to be recent – older examples are perfectly fine if they reflect your investment style and analytical process
A list of companies you have researched or covered in depth over the past 12 months (prior to your departure from your most recent role)
Please note that any information shared will be treated confidentially.
Job Types: Full-time, Permanent
Pay: $175,000.00-$225,000.00 per year
Benefits:
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
Paid time off
Profit sharing
Vision care
Work Location: Hybrid remote in Montréal, QC (Montréal)
Leith Wheeler Investment Counsel Ltd. is an independent, employee-owned firm with a long-term, fundamental investment philosophy. With our headquarters in Vancouver and offices in Calgary, Toronto and Montreal, we manage over $30 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada with a strong emphasis on disciplined research, risk management, and collaborative decision-making.
Role Overview:
We are seeking a Registered Portfolio Manager to join our Equity team. This investment role is suited to an experienced generalist with deep fundamental research capabilities and a proven track record contributing to portfolio construction and security selection.
The role will primarily support the Global Equity strategy (approximately 75%), with additional responsibility for U.S. Small & Mid-Cap Equity (approximately 25%). The successful candidate will work closely with the Head of Global Equity and other portfolio managers, contributing meaningfully to idea generation, research depth, and ongoing portfolio management.
Key Responsibilities:
Investment Research & Security Selection
Conduct in-depth fundamental research across global equity markets, including company analysis, financial modeling, valuation, and risk assessment
Generate high-conviction investment ideas aligned with Leith Wheeler’s long-term, bottom-up investment philosophy
Maintain deep coverage of assigned sectors and companies, with a generalist mandate rather than narrow specialization
Monitor existing holdings and investment theses, recommending buy, hold, or sell decisions as appropriate
Portfolio Management Support
Contribute to portfolio construction, position sizing, and risk management discussions for Global Equity and U.S. SMID portfolios
Support ongoing portfolio reviews, performance attribution, and risk analysis
Exercise independent judgment while collaborating closely with portfolio managers on investment decisions
Collaboration & Communication
Work closely with other members of the Global Equity team to share insights, debate investment ideas, and strengthen overall research quality
Participate in investment committee discussions and internal research forums
Support client-facing activities as needed, including preparation of investment commentary and participation in client meetings or presentations
Qualification and Experience:
5–10 years of relevant investment experience in equity research and/or portfolio management, preferably within a buy-side environment
Registered Portfolio Manager designation (or eligibility to register)
CFA designation
Demonstrated experience covering global equities and/or U.S. small and mid-cap stocks
Strong financial modeling, valuation, and analytical skills
Proven ability to think independently while operating effectively in a team-oriented investment culture
Excellent written and verbal communication skills
High degree of intellectual curiosity, integrity, and alignment with a long-term investment mindset
Diversity and Inclusion:
Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, color, ethnic or national origins, sex, marital status, disability, age, ****** orientation, religion, or belief.
What We Offer:
Meaningful investment responsibility within a collaborative team
Long-term, fundamentals-driven investment culture with genuine decision-making input
Broad exposure to Global Equity and U.S. SMID strategies
Direct access to senior investment leadership
Stable employee-owned firm with strong client alignment
Collegial, respectful work environment that values collaboration, humility, and long-term careers
Competitive compensation, comprehensive benefits, and support for professional development
Application Process:
Forward your applications to careers@leithwheeler.com. Kindly include the following documents with your application:
An updated resume
Materials that provide insight into your investment approach, viz. research reports, investment write-ups, presentations, or other relevant work. These do not need to be recent – older examples are perfectly fine if they reflect your investment style and analytical process
A list of companies you have researched or covered in depth over the past 12 months (prior to your departure from your most recent role)
Please note that any information shared will be treated confidentially.
Job Types: Full-time, Permanent
Pay: $175,000.00-$225,000.00 per year
Benefits:
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
Paid time off
Profit sharing
Vision care
Work Location: Hybrid remote in Montréal, QC (Montréal)
💡 Quick Summary
Seeking a career-building opportunity? The Portfolio Manager - Equity position is now open for candidates interested in the Finance sector. This role in Montréal offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.