Title:  Global Investment Solutions - Senior Manager, Equities / Scotia Wealth Management

Purpose 

Contributes to the overall success of the Equities Global Knowledge Center (GKC) within the Global Investment Solutions (GIS) group and the office of the Global Wealth Management Chief Investment Officer by ensuring specific individual goals are accomplished in support of the team’s business strategies and objectives. Ensures all activities comply with governing regulations and internal policies and procedures. 

Contributes to a team responsible for managing equity recommendations and the performance of the GIS equity guided portfolios. Areas of focus may include Canadian, U.S., or international equities. Responsible for providing timely investment advice, direction and value-added equity ideas to Scotia Wealth Management relationship managers. 

Accountabilities 

• Champion a customer focused culture to deepen client and partner relationships, and leverage broader Bank relationships, systems, and knowledge. 

• Lead a sector coverage team providing expert research coverage on at least two GICs Sectors. The sector team is responsible for making equity recommendations for their sectors across all GIS equity GPs consistent with GIS’s investment style and process. 

• Accountable for assigned sector sleeves performance across all GIS equity GPs.  

• Create, review, and deliver regular communications, thought leadership, research reports, educational material and ad-hoc support on coverage sectors and equities for relationship manager partners and clients. 

• Leverage strong writing skills to translate complex investment subject matter to consumable and compliant content for use in relationship manager and client publications. 

• Work closely with the broader GIS team on the creation of impactful materials such as brochures, podcasts, videos and online content for coverage sectors and equities broadly. 

• Continually deepen knowledge on coverage sectors, equities, and markets by participating in internal investment and asset allocation meetings. 

• Establish close working relationships with relationship managers and other bank partners, actively soliciting feedback on existing equity GPs and support materials.  

• Respond to all inquiries and requests for support from relationship managers, clients, and bank partners, balancing the complexity of the ask with the value delivered. 

• Support business development activities by preparing presentations and other related material for relationship managers and other bank partners. 

• Execute on special projects as they arise. 

• Champion a strong and effective team environment by providing support, leadership, mentorship, and effective challenge to junior members of the Equities GKC specifically and GIS broadly. 

• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions. 

Education / Experience / Other Information 

• 7+ years of experience working in the capital markets with clear history of work experience in equity research / investment management. 

• Undergraduate degree in finance, business, economics, or equivalent work experience. 

• MBA and/or CFA designation an asset. 

• Detailed knowledge of financial markets and investment process / strategy and positioning. 

• Persuasive communication skills, including the ability to build credibility and trust with colleagues and clients and communicate ideas effectively. 

• Excellent writing skills with demonstrated experience producing a range of content. 

• Analytical background with experience sourcing and distilling financial data from multiple sources to deliver timely insights. 

• Ability to work in a dynamic, fast-paced, global environment and to adapt quickly to changing priorities. 

• Self-starter with proven ability to work independently with minimal supervision. 

• Proficiency with Factset, Bloomberg, and Microsoft Office tools (PowerPoint, Excel, Word, Outlook).