Investment Associate Trainee

(30 - 36 month contract beginning in January 2020)

For our affiliate, Portland Investment Counsel Inc.


In addition to the key responsibilities listed below, you will be part of a rotational training program designed to give you exposure to Marketing, Financial Reporting, Trading, Compliance, Customer Relations, and our affiliated Investment Dealer, Mandeville.

Scope and Skills:

Tthis position supports all sales, investment, finance, strategy, risk, compliance and portfolio management initiatives. An understanding of excel and aptitude for coding is initially preferred and will ultimately be required to succeed.


Key Responsibilities:

  • Collect and analyze company data from a variety of sources (annual reports, press releases) in order to monitor current holdings and to identify possible new investments for the funds including key considerations and risks.
  • Develop models for current holdings with the goal of identifying “the drivers” of the business.
  • Assist with the preparation of annual and semi-annual reports, marketing presentations and blogs.
  • Answer inquiries from outside representatives regarding investment philosophy and other public information regarding the funds.
  • Provide portfolio managers with current information about market forces, trading volumes, and price movements
  • Maintain in-depth knowledge of real-time developments in global financial markets
  • Assist the trading team with updating client portfolio models and handling the settlements of portfolio transactions.

It is expected that the incumbent will successfully complete the following courses; the cost of which will be reimbursed by Portland Investment Counsel Inc:

  • The Canadian Securities Course
  • Conduct and Practice Handbook
  • Trader Training course
  • CFA Level 1, 2 and 3

Education Requirements:

  • BHonours Bachelor of Commerce or equivalent

Upon successful completion of this 30-36 month training program, consideration will be given to offering the incumbent a full time position with our firm and support towards achieving full CFA accreditation.

Please submit your application along with your transcript to resumes@portlandic.com.

We thank all applicants in advance, however, only those individuals selected for an interview will be contacted.

Although the primary focus of this position is intended for NCBFG in Kingston, Jamaica, residence in Jamaica is not necessary for this position. Ability to travel is required.

We respect the dignity and independence of persons with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. If contacted for an interview, please inform us should any accommodation be required.

Interested in Joining Us as an Advisor?

Please contact Frank Laferriere, Director, Senior Vice President and Chief Operating Officer, Mandeville Private Client Inc.:
AdvisorOpportunity@Mandevillepc.com
905-319-4900