Senior Portfolio Analyst, Centralized Investment Advisory - Toronto

Scotiabank•Toronto, ON

2d•Onsite

About The Position

Overall support to the Scotia Jarislowsky Fraser (SJF) Centralized Investment Advisory (CRIA) 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.

Requirements

Advanced proficiency in Excel (formulas and VBA), including experience with database concepts and data visualization tools (e.g., Power BI)
Experience using Python for automation and data analysis
Proficiency with approved AI tools (e.g., Microsoft Copilot) to improve productivity and generate insights in a secure, responsible manner
Demonstrated attention to detail and accuracy in a fast-paced environment
Strong investment management knowledge, including an understanding of 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
University Degree in Business, Economics, Math, Finance or other related fields

Nice To Haves

CFA candidacy and/or CFA designation considered an asset

Responsibilities

Conduct preliminary portfolio assessment, research, and pull information and data from various available sources to assist Portfolio Managers (Zephyr / Bloomberg /Morningstar and/or Thompson One)
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.
Provide input to the portfolio analysis and recommendation process (process enhancement)
Prepare 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
Resolve issues expeditiously and accurately and/or escalate problem situations when appropriate
Review processes and provide recommendations to add value and enhance efficiencies through implementation of best practices and ongoing process reengineering
Accurate management of client information and data through use and knowledge of applicable systems
Contribute to the development and maintenance of internal databases, 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 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
Participate in ad hoc projects that support efficient service delivery, enhance management reporting, and/or mitigate risk.
Create and manage 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
Minimize 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
Support 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
Participate in all aspects of compliance and the identification of actions or changes in policy and/or procedures to remediate non-compliance in the business.
Escalate issues to the Portfolio Managers and or Governance & Operations Manager as appropriate
Adhere to bank and firm standards, policies and business practices to ensure that SJF is meeting the appropriate regulatory and compliance requirements as they relate to both new and existing accounts
Escalate, document and report any unusual occurrences, suspicious or fraudulent activities, as per established procedures
Use strong knowledge of the Bank’s, Scotia Wealth and SJF 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
Contribute to the effective functioning of the SJF team
Foster and develop a strong, positive team environment, and drive employee empowerment, innovation and a high degree of engagement
Facilitate a culture of open and honest communication
Actively participate and contribute to coaching sessions, touch bases and team meetings
Encourage the generation of new ideas and approaches
Actively share knowledge and experience to enhance the development of all team members
Develop and execute a meaningful employee development plan.