Senior Portfolio Analyst

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 www.aviso.ca .

The Opportunity :

We’re looking for a Senior Portfolio Analyst to join our Investment Management Team.

This role requires you to perform essential duties 1-3 days per week in your assigned Aviso Office.

Reporting to the VP, Head of Multi-Asset Portfolios the Senior Portfolio Analyst is responsible for supporting the research, management, and oversight of our investment portfolios.

The ideal candidate will possess strong analytical skills, a deep understanding of financial markets, and the ability to thrive in a fast-paced environment.

Who you are :

Service You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first.

You advocate service excellence and work to deliver solutions that meet the needs. You 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 :

• Portfolio monitoring monitor the performance and composition of standalone and multi asset portfolios, identifying tilts, risks, trends, and opportunities for adjustments and changes
• Portfolio and fund analysis conduct fundamental analysis and comparisons between funds, strategies, and portfolios to evaluate and support portfolio decisions
• Risk monitoring and management assess and manage portfolio risk via quantitative tools, risk models, and scenario analysis
• Performance reporting prepare regular performance and attribution reports and presentations for internal and external stakeholders, providing insights into portfolio performance and attribution
• Market research gather and summarize third party market and economic research to help the team to stay informed about market developments, economic trends in daily morning team meetings
• Rebalancing and trading back up assist in periodic rebalancing and re-optimization trading of investment portfolios. Act as back up and continuity for Lead and Second Trader, assist in daily cashflow management trading
• Back office support Work with back office to reconcile trades and ensure accurate data. This includes support of derivative traded by NEI and sub-advisors
• Reporting Work with internal departments to ensure investment details of all reporting are accurate. This includes marketing materials as well as regulatory documents
• Communications communicate portfolio and performance updates, and market insights to internal and external stakeholders as needed
• Compliance liaise with Compliance Team to ensure compliance with regulatory requirements and internal policies related to investment management and reporting

Requirements

Your experience and skills :

• Bachelor's degree in Finance, Economics, Mathematics, or a related field
• CFA designation combined with 7+ years of experience in portfolio and fund analysis
• Strong analytical skills with proficiency in financial modeling, quantitative analysis, and data visualization
• Detail-oriented mindset with a commitment to accuracy and quality in analysis and reporting
• Solid understanding of financial markets, investment principles, and portfolio management concepts
• Proficiency in Microsoft Excel, Bloomberg, and other financial analysis tools such as Factset and Morningstar Direct
• Excellent communication skills with the ability to convey complex concepts and analysis to both technical and non-technical audiences
• Self starter with an ability to work effectively both independently and collaboratively in a team environment
• Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits

Why Aviso Wealth?

At Aviso Wealth, 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

Equal Employment Opportunity

Aviso Wealth 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 over $125 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 $103,000 - $131,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.