Allocation analyst Jobs in Vancouver, BC

Aviso:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at

The Opportunity:

We’re looking to fill an opening for a Product Analyst to join our Asset Management Investment team.

Reporting to the Director, Product Research & Portfolio Manager, the Product Analyst is responsible for supporting investment management solutions and maintaining the product shelf for Aviso.

The role will participate in due diligence research of investment products for eligibility in the platform and communicating product decisions to service internal stakeholders and external investment professionals. Investment research and analytical skills will be utilized in supporting inhouse investment portfolios and product recommendations.

Who you are:

• Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

• Evaluate product requests from clients and perform due diligence with fund companies on products to ensure compliance with Aviso’s Due Diligence program and KYP requirements, while mitigating organizational risk
• Manage the Product Review inbox, providing timely decisions to internal and external stakeholders
• As secretary of the internal Product Review Committee meetings
• Analyze product shelf and prepare relevant reports
• Collaborate with internal stakeholders and third-party fund companies to meet compliance and operational requirements
• Develop and maintain investment reports, marketing materials, investment fact sheets and performance data for proprietary products
• Conduct research on dealer product solutions, such as the analysis and reporting of ETF model portfolios, recommended mutual fund list and alternative products
• Analyze and compare product performance against competitors, offering recommendations for reviews and opportunities
• Provide support to Advisors on proprietary investment solutions
• Project coordination of departmental product enhancements and initiatives aligned to evolving priorities as assigned

Requirements

Your experience and skills:

• Degree from a post-secondary institution with education in Business Administration, Finance, Economics or related fields
• Completion of a minimum CFA Level 1, with a commitment to pursuing the CFA charter within 5 years
• 3-5 years’ experience in the investment industry, with demonstrated expertise in investment concepts, analytics, portfolio theory and/or investment administration and sales
• Experience in conducting product research and portfolio reporting.
• Experience with Morningstar Direct, Refinitiv and Python is advantageous
• Intermediary level MS Office Suite (emphasis on Excel and PowerPoint)
• Excellent written and verbal communication/presentation skills
• Fluent communication skills in English are required and bilingual skills in French are an asset
• Self-motivated, strong attention to detail, and able to operate in a fast-paced, dynamic environment
• Dealer and credit union working experience is an asset

Benefits

Why Aviso?

At Aviso, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Your Information

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page – Privacy Policies

Equal Employment Opportunity

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $83,000 - $100,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.