Careers

At Burkett Asset Management Limited, we deliver exceptional client service by bringing together bright and talented individuals. We offer exciting opportunities to grow in a team environment, and provide a place where robust debate helps us build the conviction necessary to ensure each portfolio represents our best thinking.

Through collaborative innovation, we provide an opportunity for all employees to have impact. We are passionate about our approach to investment management and look to attract and develop individuals motivated to build careers doing the same.

Our Current Vacancies

Associate Portfolio Manager

Burkett Asset Management is a fast-growing independent investment management firm based in Victoria, British Columbia managing more than 150 million dollars on behalf of institutions, other advisors, and high net-worth clients across a number of diversified strategies.

The firm is registered under NI 31-103 in the category of Portfolio Manager with the British Columbia, Alberta, Manitoba, Yukon and Ontario Securities Commissions. Our robust category of registration commands that we act solely in our client’s best interest as legal fiduciaries and is a point of pride and professional ethics as we go about our work.

Purpose

Burkett Asset Management is seeking an Associate Portfolio Manager to join its growing team.  The Associate Portfolio Manager is responsible for ensuring consistently superior levels of client service, supporting the portfolio manager in managing accounts, and is a key contributor to overall development of the business.

Responsibilities

The responsibilities of the position include:
• Addressing client and advisor account inquiries and responding in a timely manner
• Assisting with production of monthly internal metrics reports, preparation of performance reports at both fund and client level including the calculation of since inception performance returns and after-tax returns on both an account level and aggregate household level
• Completing monthly or quarterly due diligence questionnaires and liaising with other departments to compile and complete the requested information
• Addressing and managing ongoing client and counterparty information requests and collaborating with internal partners as well as external service providers to compile the requested information
• Accurately and reliably maintaining and updating client information, client holdings and market values on the CRM system
• Supporting the completion of ad-hoc tasks as required

Job Requirements

A career in Investment Management is challenging and fast-paced. Our clients have justifiably high expectations of our firm personnel. A high regard for accuracy and attention to detail are essential. Preference will be given to applicants who meet the following requirements:
• Degree in business or mathematics, with a specialization in finance or accounting, a Canadian registered CPA and has completed either Level I of CFA Program or holds a CIM designation.
• Professional ethics and integrity second to none.
• Must have a minimum of five (5) years of professional services experience.
• Must have a minimum of two (2) years or relevant investment industry experience.
• A comprehensive understanding of all aspects of professional financial planning and regulatory frameworks, standards, best practices, policies and procedures as they apply to portfolio management

Qualified candidates can submit their cover letter and resume addressed to Burkett Hiring Committee, subject: Associate Portfolio Manager. No inquiries, please.

Private Client Assistant

Burkett Asset Management is a fast-growing independent investment management firm based in Victoria, British Columbia managing more than 150 million dollars on behalf of institutions, other advisors, and high net-worth clients across a number of diversified strategies.

The firm is registered under NI 31-103 in the category of Portfolio Manager with the British Columbia, Alberta, Manitoba, Yukon and Ontario Securities Commissions. Our robust category of registration commands that we act solely in our client’s best interest as legal fiduciaries and is a point of pride and professional ethics as we go about our work.

Purpose

Burkett Asset Management is seeking a Private Client Assistant to join its growing team.  The Private Client Assistant is responsible for ensuring consistently superior levels of client service, supporting the portfolio manager in managing accounts, and is a key contributor to overall development of the business.

Responsibilities

The responsibilities of the position include:
• Support the Portfolio Manager in serving clients
• Identify, investigate, and resolve all client requests
• Manage all aspects of account opening and documentation and maintain client cash flows and balances
• Maintain records and files and attend client meetings as required
• Proactively assist with client management of appointments and scheduled meetings / calls
• Stay current with all Burkett Policies & Procedures
• Assist other team members and continue to strengthen cross-business working relationships

Job Requirements

A career in Investment Management is challenging and fast-paced. Our clients have justifiably high expectations of our firm personnel. A high regard for accuracy and attention to detail are essential. Preference will be given to applicants who meet the following requirements:
• University Degree
• Advanced proficiency in MS Office (Excel, Word, Powerpoint)
• Ability to work under pressure
• Strong communication skills, both verbal and written
• Past experience in a support or admin role

Qualified candidates can submit their cover letter and resume addressed to Burkett Hiring Committee, subject: Private Client Assistant. No inquiries, please.

If no opportunities are listed that match your skills, we encourage you to submit a resume and cover letter using the form below.
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Working In Victoria

Victoria is a great place to work and play.

The capital city of British Columbia offers a rich cultural heritage, an affordable cost of living, and the great outdoors at your doorstep.