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Portfolio analyst • east york on

Dernière mise à jour : il y a 20 heures
Senior Portfolio Analyst - 18-month Contract

Senior Portfolio Analyst - 18-month Contract

ScotiabankToronto, ON
45,00 $CA par heure
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Senior Portfolio Analyst is responsible for. Overall support to the PIC Centralized Investme...Voir plusDernière mise à jour : il y a plus de 30 jours
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Associate Portfolio Manager

Associate Portfolio Manager

LSP Recruittoronto, on, Canada
Temps plein
Our client is a premier outsourced Chief-Investment Officer (“OCIO”) catering to HNW and UHNW families and institutions across North America who have made exceptional contributions to society throu...Voir plusDernière mise à jour : il y a 20 heures
National Portfolio Manager

National Portfolio Manager

Southern Glazer's Wine & SpiritsToronto, Ontario, Canada
Temps plein
Quick Apply
National Portfolio Manager (Greater Toronto Area).Open your future to incredible career potential.Work for an industry leader who invests in their people. Southern Glazer’s Wine & Spirits is Nor...Voir plusDernière mise à jour : il y a plus de 30 jours
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Director, Portfolio Management

Director, Portfolio Management

Definity Financial CorporationOld Toronto, ON, Canada
97 000,00 $CA – 178 800,00 $CA par an
What can you expect in this role?.The Director, PI Portfolio Management will play a fundamental role within the Personal Insurance Portfolio Management team to ensure that Economical, as a public c...Voir plusDernière mise à jour : il y a plus de 30 jours
Portfolio Scheduler-Toronto

Portfolio Scheduler-Toronto

GardaWorldToronto, Ontario
Temps plein
Quick Apply
Ready to suit up as a Portfolio Scheduler.More than a job – 26% of our corporate employees at GardaWorld started as frontline employees. If you have an entrepreneurial mindset and you’re ambitious, ...Voir plusDernière mise à jour : il y a 4 jours
Analyst, Portfolio Management

Analyst, Portfolio Management

La Salle UniversityToronto, ON
125 000,00 $CA par an
Temps plein
LaSalle Investment Management (“LaSalle”) is a global real estate investment manager with $89 billion of private and public real estate assets under management and over 900 people in 13 countries.O...Voir plusDernière mise à jour : il y a plus de 30 jours
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Portfolio Manager

Portfolio Manager

Options Consulting Solutionstoronto, on, Canada
100 000,00 $CA – 200 000,00 $CA par an
Temps plein
First year salary from $100K-$200K!.Are you driven, ambitious, and charismatic?.Do you want to take home a bigger cut from your hard work?. Do you have a loyal client base that will follow you?.Our ...Voir plusDernière mise à jour : il y a 11 jours
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Associate Portfolio Manager

Associate Portfolio Manager

RPIAtoronto, on, Canada
Temps plein +1
We are currently seeking a full-time permanent Associate Portfolio Manager (High Yield, Multi-Credit) to join our Portfolio Management team. As an Associate Portfolio Manager, you will play a crucia...Voir plusDernière mise à jour : il y a 11 jours
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Portfolio Administrator - 19175

Portfolio Administrator - 19175

The Headhunters RecruitmentToronto, ON, Canada
50 000,00 $CA – 55 000,00 $CA par an
Temps plein
Do you have a background in wealth management administration? Are you passionate about providing top-tier client service and supporting a dynamic team? If so, we want to hear from you! •Direct exper...Voir plusDernière mise à jour : il y a 14 jours
Portfolio Analyst – Pension Investments

Portfolio Analyst – Pension Investments

0000050007 Royal Bank of CanadaTORONTO, Ontario, Canada
70 000,00 $CA – 85 000,00 $CA par an
Temps plein
The Portfolio Analyst - Pension Investments will support the Portfolio Managers in the overall operations of the RBC’s Canadian Defined Benefit and Defined Contribution pension plans, primarily in ...Voir plusDernière mise à jour : il y a plus de 30 jours
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Portfolio Administrator

Portfolio Administrator

Marquest Asset Management Inc.Toronto, ON, Canada
Temps plein
We are a premier investment firm offering alternative specialty product solutions to Canadian high net worth clients, businesses and advisors within the IIROC and EMD channels with a view to buildi...Voir plusDernière mise à jour : il y a 6 jours
Portfolio Associate

Portfolio Associate

ProcomToronto, ON, CA
100 000,00 $CA – 200 000,00 $CA par an
BMO is currently sourcing for a Portfolio Associate position on a standard contract length, typically 6-12 months.The Portfolio Associate will support the Portfolio Management Group (PMG) at BMO Pr...Voir plusDernière mise à jour : il y a plus de 30 jours
Senior Analyst, Portfolio Management, Risk and Insurance

Senior Analyst, Portfolio Management, Risk and Insurance

Brookfield Asset ManagementToronto, Ontario
90,00 $CA –100,00 $CA par heure
Temps plein
Senior Analyst, Portfolio Management, Risk and Insurance.Reporting to the Director, Portfolio Management, the Senior Analyst under the Portfolio Management, Risk and Insurance team will work with t...Voir plusDernière mise à jour : il y a plus de 30 jours
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Portfolio Administrator

Portfolio Administrator

Morgan McKinleytoronto, on, Canada
Temps plein
On behalf of our client, a prestigious wealth management firm based in Toronto, we are looking for an experienced.We are looking for a conscientious, thoughtful, and qualified Portfolio Administrat...Voir plusDernière mise à jour : il y a 11 jours
Portfolio Associate

Portfolio Associate

International Financial GroupToronto, Ontario
33,00 $CA par heure
Our client, a financial institution, is looking to hire a Portfolio Associate, Private Wealth, on a 6-month contract.This position is hybrid, 2 days in office, including Wednesdays.Utilizing custom...Voir plusDernière mise à jour : il y a plus de 30 jours
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Portfolio Administrator

Portfolio Administrator

Milestone Investment Counsel IncToronto, ON, Canada
Temps plein
We are a boutique investment counselling firm located in downtown Toronto, owned and managed by three partners who are committed to providing highly-personalized wealth management services to our g...Voir plusDernière mise à jour : il y a plus de 30 jours
Senior Portfolio Analyst

Senior Portfolio Analyst

Mackenzie InvestmentsToronto, ON, CA
30,00 $CA –55,00 $CA par heure
Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and inv...Voir plusDernière mise à jour : il y a plus de 30 jours
Manager, PCO & Portfolio Analyst

Manager, PCO & Portfolio Analyst

Intact Financial CorporationToronto, Ontario, CAN
90 000,00 $CA par an
Temps plein
Our employees are at the heart of what we do best : helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you’re bringing this purpose to...Voir plusDernière mise à jour : il y a plus de 30 jours
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Portfolio Manager

Portfolio Manager

Staffing In MotionToronto, Ontario, Canada
125 000,00 $CA par an
We are seeking an Associate Portfolio Manager or Portfolio Manager to complement our team.As a small firm we place great emphasis on finding a candidate whose personality aligns with our values and...Voir plusDernière mise à jour : il y a plus de 30 jours
Senior Portfolio Analyst - 18-month Contract

Senior Portfolio Analyst - 18-month Contract

ScotiabankToronto, ON
Il y a plus de 30 jours
Salaire
45,00 $CA par heure
Description de poste

Requisition ID : 202548

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

The Senior Portfolio Analyst is responsible for

  • Overall support to the PIC Centralized Investment Advisory team which includes direct senior portfolio management support to Director, Supervising Portfolio Manager and Portfolio Managers, and project management and administrative support to the team and business stakeholders.

Major Accountabilities

1. Portfolio Management Support

  • Conducting preliminary portfolio assessment, research, and pull information and data from various available sources to assist Portfolio Managers (Zephyr / Bloomberg / Morningstar and / or Thompson 1)
  • Prepare, create and customize various internal reports (Power BI / MS Forms / MS List).
  • Extrapolate research reports from various sources to assist in KYP for "Suitability Assessment" by the registrants. Providing input to the portfolio analysis and recommendation process (process enhancement)
  • Preparing client packages, charts, tables to request and document information (Power Point decks incorporating analysis)
  • Actively support the implementation of client wealth strategies through detailed and accurate management of portfolio administration tasks and activities
  • Resolving issues expeditiously and accurately and / or escalating problem situations when appropriate
  • Reviewing processes and providing recommendations to add value and enhance efficiencies through implementation of best practices and ongoing process reengineering
  • Administrative items that support portfolio management activities.
  • Accurate management of client information and data through use and knowledge of applicable systems
  • 2. Project Management

  • Contribute to the development and maintenance of internal database, driving insights and developing recommendations to Portfolio Managers (pro-actively identifying offside accounts)
  • Lever data to form and enable insight that help the CRIA WAAP and RAP Leadership in decision making in order to enhance business objectives
  • Participate in technology improvement initiatives that result in positive business results and measurable goal achievement
  • Work with internal partners to establish initiative objectives and scope to define the change initiative approach and workplan
  • Participation in ad hoc projects that support efficient service delivery, enhance management reporting, and / or mitigate risk.
  • Create and manages plans from initiating, planning, executing assigned projects and relevant deliverables to sustainment phases
  • Develop effective communication plan to ensure impacted partners group at all levels are clearly addressed of the changes and associated impacts in all aspects
  • Facilitate team interactions and initiatives on key activities and project planning aimed at sharing knowledge
  • 3. Risk Management / Compliance

  • Minimizing the Bank's exposure to risk by maintaining awareness and ensuring compliance / adherence to all procedures, regulatory activities and guidelines including Privacy, Anti-Money Laundering, Anti-Terrorist Financing, FCAC, Know your Client, Occupational Health & Safety and Guidelines for Business Conduct
  • Supporting the Portfolio Managers in maintaining client portfolios in accordance with established firm strategy which includes, utilizing the Central Portfolio Models and pools, focusing on client segmentation and client's risk appetite
  • Participating in all aspects of compliance and the identification of actions or changes in policy and / or procedures in order to remediate non-compliance in the business.
  • Escalating issues to the Portfolio Managers and or Governance & Operations Manager as appropriate
  • Adhering to bank and firm standards, policies and business practices to ensure that Private Investment Counsel is meeting the appropriate regulatory and compliance requirements as they relate to both new and existing accounts
  • Escalating, documenting and reporting any unusual occurrences, suspicious or fraudulent activities, as per established procedures
  • 4. Team Membership :

  • Using strong knowledge of the Bank's, Scotia Wealth and Private Investment Counsel diverse products and services, to ensure the Portfolio Managers' needs are well understood, documented and satisfied
  • Effectively communicate and build rapport with team members, stakeholders and business partners
  • Contributing to the effective functioning of the Private Investment Counsel team
  • Fostering and developing a strong, positive team environment, driving employee empowerment, innovation and a high degree of engagement
  • Facilitating a culture of open and honest communication
  • Actively participating and contributing to coaching sessions, touch bases and team meetings
  • Encouraging the generation of new ideas and approaches
  • Actively sharing knowledge and experience to enhance the development of all team members
  • Developing and executing a meaningful employee development plan.
  • Functional competencies

  • Proven high attention to detail and accuracy in a fast-paced environment
  • Thorough investment management knowledge and experience as it relates to understanding economic and capital markets
  • Strong interpersonal, communication & listening skills
  • Strong analytical, problem-solving skills and ability to influence key decisions
  • Highly collaborative with excellent interpersonal and conflict management skills.
  • Excellent organizational, planning, and problem-solving skills
  • Ability to combine initiative, integrity and professional discipline to accomplish difficult tasks through other people
  • High degree of accuracy required;
  • High level of discretion required in dealing with confidential matters.
  • Work Experience / Education :

  • University Degree in Business, Economics, Math, Finance or other related fields
  • Advance knowledge of excel and VBA would be considered a strong asset, including work experience of database concepts and visualization tool (Power BI)
  • CFA candidate or designation would be an asset
  • Location(s) : Canada : Ontario : Toronto

    Scotiabank is a leading bank in the Americas. Guided by our purpose : "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

    At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.