Title:  Senior Portfolio Analyst, Centralized Investment Advisory - Toronto

Requisition ID: 260636 

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

BRIEF INTRODUCTION    
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.

IS THIS ROLE RIGHT FOR YOU
In the role you will:

Portfolio Management Support

• 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
• Administrative items that support portfolio management activities
• Accurate management of client information and data through use and knowledge of applicable systems

Project Management

• 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

Risk Management/Compliance

• 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

Team Membership

• 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.

DO YOU HAVE THE SKILLS
We would love to work with you if you have:

• 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
• CFA candidacy and/or CFA designation considered an asset
• 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
  
  

#SWM

Location(s):  Canada : Ontario : Toronto 

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our  Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.