Portfolio Manager

About Virgo Group

Founded in 2021, Virgo Group of Companies is committed to delivering cryptocurrency trading services globally. Our diverse business lines include VirgoCX, VirgoCX Wealth, Virgo Wealth, and Virgo Digital Asset Management, providing exceptional services across Canada, Australia, the U.S., and more in future. With continuous innovation in mind, Virgo Group is prepared to become an integrated global digital asset service provider. Virgo Group of Companies is dedicated to offering cryptocurrency trading services across Canada. Rooted in a culture of continuous innovation, Virgo Group is prepared to become an integrated global digital asset service provider.

About Virgo Digital Asset Management Inc.

Virgo Digital Asset Management Inc. (“VDAM”) is a rapidly growing Canadian asset management firm committed to delivering exceptional financial services to our clients. With a focus on personalized and tailored solutions, we provide comprehensive investment management, financial planning, and advisory services to individuals, families, and businesses.

Mission and Vision

VDAM is led by an experienced investment management team.We are uniquely focused on digital asset investment strategies in separately managed accounts and offering memorandum fund to leverage our expertise for accredited investors. The team comes from a background of institutional trading and has traded over $1 billion of assets including bitcoin, ether and other digital assets. Our strategy has been able to consistently generate alpha for our clients.

As a Portfolio Manager, you will be responsible for the day-to-day management of client portfolios, including making tactical decisions on asset allocation, buying and selling investments, and optimizing portfolio performance. You will work closely with clients to understand their financial goals and risk profiles while leveraging market insights to develop and implement strategies that meet their investment objectives.

This role offers an exciting opportunity to work at the forefront of digital asset management, combining traditional financial expertise with cutting-edge technology and market analysis.

Key Responsibilities

Portfolio Management:

Develop and implement portfolio strategies aligned with investment objectives and risk parameters.

Oversee and manage client portfolios, ensuring alignment with financial goals, risk tolerance, and investment strategies.

Execute and oversee trades to maintain desired portfolio exposure and risk levels.

Develop and execute investment strategies that optimize portfolio performance, balancing risk and return.

Make tactical decisions regarding asset selection, buying/selling securities, and rebalancing portfolios to maximize returns.

Regularly monitor portfolio performance, benchmark performance against industry standards, and make necessary adjustments to enhance returns.

Investment Analysis:

Perform comprehensive quantitative and qualitative analysis of potential investment opportunities.

Regularly monitor and follow up with core portfolio holding securities to assess performance, financial health, and ongoing alignment with investment strategy.

Conduct ongoing research on market trends, macroeconomic factors, and industry developments to inform investment decisions.

Trading Execution:

Execute timely trades across various asset classes (e.g., equities, fixed income, digital assets, options).

Manage order execution, monitoring market liquidity, pricing, and minimizing execution costs.

Ensure trades comply with internal guidelines, regulatory standards, and risk management protocols.

Operations and Reporting:

Collaborate closely with operational teams to ensure accurate trade reconciliation, settlement, and reporting.

Prepare regular investment commentaries, performance reports, and presentations for clients and stakeholders.

Maintain accurate and up-to-date documentation of all investment decisions, trades, and analysis.

Collaboration and Communication:

Work closely with senior leadership, investment committees, and compliance to ensure alignment of portfolio strategy and execution.

Effectively communicate investment ideas, strategy rationale, and portfolio performance internally and externally.

Build and maintain relationships with clients, providing them with regular updates, performance reports, and market insights.

Qualifications

Bachelor’s degree in finance, Economics, or a related field. A master’s degree or relevant professional certifications (CFA, CFP, etc.) are preferred.

Minimum of 5 years of experience in trading and portfolio management or a comparable investment management role with a track record of success.

Demonstrated expertise in managing diverse investment portfolios across multiple asset classes (equities, fixed income, alternatives, etc.).

Experience with options trading is required.

Solid professional or personal investment track record is an asset

Working knowledge of quantitative analysis and trading signals is considered a strong asset.

Strong proficiency in Python, with hands-on experience integrating APIs for data analysis, automation, or portfolio management purposes.

Ability to work independently in a highly organized, professional manner, effectively managing fluctuating workloads and competing priorities.

Exceptional attention to detail and a proven ability to conduct in-depth research and solve complex investment problems.

Capacity to thrive in a fast-paced, dynamic environment, effectively juggling multiple tasks, and meeting tight deadlines.

Familiarity with cryptocurrencies (Bitcoin, Ethereum) and blockchain technology is highly valued, with an understanding of their impact on traditional investment strategies.

Strong analytical and decision-making skills, with a focus on data-driven insights and risk management.

Excellent communication and interpersonal skills, with the ability to interact professionally with clients, team members, and external partners.

Must meet all regulatory requirements to be registered as an Advising Representative (AR) or Associate Advising Representative (AAR).