Is this role right for you?
In this role you will:1. Work closely with the Senior Manager Portfolio Management to ensure the effective operations of the investment programs offered at ScotiaMcLeod (Summit, SIP, Pinnacle):
• Program account approvals through Wealthone
• Ensure the managed accounts are appropriate and suitable for the clients
• Operationally ensure mandates are added or removed from the platform
• Provide portfolio analytics and risk measurement of mandates
• Prepare monthly and quarterly supervision reviews to ensure adherence of the account to mandate, identify issues, notifying the appropriate team for resolution.
• Act as a main point of contact for all administrative requests, general program information and rejected account information.
• Assist with investment queries coming from the investment advisors/relationship managers
• Facilitate distribution of daily, weekly, monthly, quarterly reports/data as required.
2. Manage the overall compliance and oversight of the programs which include:
• Daily New account Suitability reviews for SIP, SUMMIT
• Monthly Portfolio vs Model reviews
• Monthly SOP allocation reviews
• Monthly composite ROR calculations and template distribution
• IPP review and annual manager IPP attestation
• Quarterly Portfolio Risk reports
• Quarterly Suitability review
• Monthly Aggregate Report to managers
• Monthly AUM by IE Reports
• Monthly finalized AUM Reports, SIP and SUMMIT
• Updating Crystal reports as required
• Monthly Index returns reports for Portfolio Operations
3. Contribute to the larger Investment Solutions Group by:
• Providing support on key product and marketing projects as needed
• Building effective working relationships across the team and with various business lines
• Actively participating and contributing to touch bases and team meetings
• Encouraging the generation of new ideas and approaches
• Actively share knowledge and experience to enhance the development of all team members
4. Assist the Business Development and Communications teams with the sales and marketing of the Investment Programs by:
• Providing performance data, risk/return metrics, portfolio characteristics for investment mandate profile sheets/quarterly updates;
• Quarterly update of the SIP Statistics Tool
• Monthly update of the SIP Portfolio Construction Tool
Do you have the skills that will enable you to succeed in this role? We would love to work with you if you have:
• Undergraduate degree in business, finance, economics or accounting is preferred
• Enrolment in or completion of CFA program is desirable
• Completion of CSC preferred
• Experience working effectively with Advisors
• Excellent knowledge of MS Excel
• Strong numerical, analytical and problem solving skills
• Excellent oral and written communication skills
• Very strong attention to detail
• Strong sense of personal responsibility and accountability
• Must be customer and results focused
• Individually motivated and team supportive
• Self-confident with professional integrity
• Strong relationship building skills
Portfolio Analyst, Investment Solutions - Toronto • Toronto, ON, CA
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