Portfolio Analyst, Investment Solutions

　　Requisition ID: 191673

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

　　Purpose:

　　The incumbent is responsible for contributing to the successful day-to-day operations of the ScotiaMcLeod Managed Programs – Summit, SIP by creating and producing reports that will assist in supervision and oversight. The incumbent will also be required to assist in delivering new efficiencies, processes, and ideas to support the development and growth of the programs.

　　Major Accountabilities:

　　1. Work closely with the Director, and Senior Manager Portfolio Management to ensure the effective operations of the investment programs offered at ScotiaMcLeod (Summit, SIP, Pinnacle):

　　Program account approvals through Webpost

　　Ensure the managed accounts are appropriate and suitable for the clients.

　　Operationally ensure mandates are added or removed from the platform.

　　Provide portfolio analytics and risk measurement of mandates.

　　Prepare monthly and quarterly supervision reviews to ensure adherence of the account to mandate, identify issues, notifying the appropriate team for resolution.

　　Act as a main point of contact for all administrative requests, general program information and rejected account information.

　　Assist with investment queries coming from the investment advisors/relationship managers.

　　Facilitate distribution of daily, weekly, monthly, quarterly reports/data as required.

　　2. Manage the overall compliance and oversight of the programs which include:

　　Daily New account Suitability reviews for SIP and SUMMIT

　　Monthly Portfolio vs Model reviews

　　Monthly SOP allocation reviews

　　Monthly composite Rate of Return calculations and template distribution

　　IPP review and annual manager IPP attestation.

　　Quarterly Portfolio Risk reports

　　Quarterly Suitability review

　　Monthly Aggregate Report to managers

　　Monthly AUM by IE Reports

　　Monthly finalized AUM Reports, SIP and SUMMIT

　　Updating Crystal reports as required

　　Monthly Index returns reports for Portfolio Operations

　　3. Contribute to the larger Investment Solutions Group by:

　　Providing support on key product and marketing projects as needed

　　Building effective working relationships across the team and with various business lines

　　Actively participating 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

　　Other projects and requests as needed

　　4. Assist the Business Development and Communications teams with the sales and marketing of the Investment Programs by:

　　Providing performance data, risk/return metrics, portfolio characteristics for investment mandate profile sheets/quarterly updates.

　　Quarterly update of the SIP Statistics Tool

　　Monthly update of the SIP Portfolio Construction Tool

　　Education/Work Experience/Designations

　　Undergraduate degree in business, finance, economics or accounting is preferred.

　　Enrolment in or completion of CFA program is desirable.

　　Completion of CSC preferred.

　　Experience working effectively with Advisors.

　　Functional Competencies:

　　Excellent knowledge of MS Excel

　　Strong numerical, analytical and problem solving skills

　　Very strong attention to detail

　　Strong sense of personal responsibility and accountability

　　Excellent oral and written communication skills

　　Must be customer and results focused

　　Individually motivated and team supportive

　　Self-confident with professional integrity

　　Strong relationship building skills

　　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, pleaseclick here (https://www.scotiabank.com/careers/en/careers/technical-support-for-applicants.html) . 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.