Portfolio Analyst, Portfolio Management Group (12-month contract) - Toronto

Scotiabank•Toronto, ON

1d•Onsite

About The Position

Assist in the management of investment portfolios by ensuring asset mix and total return meet client’s term income and investment growth goals through the use of central models containing approved securities and following the corporate investment asset mix strategy under the supervision of the Portfolio Manager or Associate Portfolio Manager. Work closely with Portfolio Manager or Associate Portfolio in support of the on-boarding, monitoring and reporting of portfolios. Please note: This role is focused on servicing internal clients only, there will be no exposure to working directly with external clients.

Requirements

A University Degree or College Diploma or equivalent
Strong investment management knowledge and experience as it relates to understanding economic and capital markets
Minimum 2 years direct industry experience
Strong relationship management skills
Strong interpersonal, communication & listening skills
Advanced knowledge of Excel, Portfolio Accounting systems and Bloomberg.

Nice To Haves

Enrollment in CFA program is an asset
CIM, or its predecessor CIF, or in process of attaining CIM accreditation

Responsibilities

Regularly monitoring portfolios to ensure they are in-line with the security and asset mix targets and rebalancing where appropriate
Assisting with the development and execution of the various modeling strategies including but not limited to: Model changes, Onboarding and realigning new accounts to the central models, Handling some special situations, i.e. illiquid positions or non-discretionary components of their portfolios, Cash management activities
Maintaining the central models on the portfolio accounting system and completing the various field communications and reporting.
Maintaining our supplemental client/portfolio database
Preparing and customization of client portfolio reports and various management reporting
Identifying areas of risk and opportunities for process improvement.
Proactively identifying and implementing strategies to address client need
Preparing communications and various reports in support of investment decisions.
Ensure compliance with all regulatory requirements, firm policies and accuracy of trading activities
Assisting with various initiatives including technology projects and operational efficiency changes
Acting as resource for general inquiries from the other departments
Providing a high level of customer service
Maintaining a culture of open and honest communication
Participating in 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