At a Glance
- Tasks: Engage with clients, manage portfolios, and communicate investment strategies in a dynamic environment.
- Company: Join 1832 Asset Management, one of Canada's largest asset managers with a strong legacy.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Opportunity to travel and collaborate with diverse teams across the organization.
- Why this job: Make a real impact in asset management while working with a passionate team.
- Qualifications: Bachelor's degree required; experience in asset management preferred.
The predicted salary is between 76500 - 93500 $ per year.
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
1832 Asset Management L.P. is one of Canada’s largest asset managers and offers a comprehensive range of solutions through Dynamic Funds and ScotiaFunds, spanning every major sector, geographic region and investment discipline. The firm has been providing asset management services in Canada since 1877, managing mutual funds and providing investment solutions for private clients, institutions, foundations, endowments and managed asset programs. Today, the firm has over $200 billion in assets under management, and its experienced investment management team is active across capital markets and asset classes, deploying traditional and innovative strategies driven to deliver investment management excellence for our clients across our domestic and international businesses.
Key Accountabilities:
- Serve as the client-facing investment representative for the Growth Equities Investment Team.
- Partner with the investment team across all aspects of Client Portfolio Management, including articulating the investment philosophy, process, portfolio positioning, investment themes, performance drivers, and results.
- Communicate portfolio decisions, market insights, and investment messaging for both existing and new strategies.
- Work closely with institutional and retail clients in a relationship management capacity, participating in client meetings and reviews, addressing performance and positioning questions, and helping clients understand how strategies fit within their portfolios.
- Contribute to asset growth through participation in prospect meetings, due diligence sessions, and conferences with institutional investors, consultants, and advisors (both IIROC and MFDA channels). Present investment strategies and support business development initiatives.
- Prepare and support requests for proposals (RFPs), consultant questionnaires, and other materials required for institutional and advisor distribution channels.
- Communicate performance results, equity market insights, and research perspectives through written and verbal channels, including commentaries, attribution analysis, portfolio updates, and market outlook presentations.
- Conduct market and competitive analysis, tracking industry trends, opportunities, and risks to support product positioning and messaging.
- Develop and manage investment-related materials, including presentations, pitch materials, and consultant documentation, ensuring a high degree of accuracy and consistency.
- Collaborate closely with Sales, Product, Marketing, Compliance, Legal, Distribution, and Risk Management teams to ensure the consistent and accurate delivery of investment messaging across channels.
Qualifications:
- Bachelor’s degree required; MBA and/or CFA preferred.
- 5–7 years of experience in asset management, ideally as a CPM, product manager, portfolio specialist, or in a similar role.
- Strong knowledge of equity markets, investment strategies, and the broader investment landscape, with a focus on growth investing.
- Excellent interpersonal, communication, presentation, and writing skills.
- Strong analytical capabilities, including the ability to interpret performance results, attribution, and portfolio risk metrics.
- Understanding of the sales and relationship management processes within an asset management organization.
- Ability to balance client needs with internal business priorities.
- Strong technical proficiency and familiarity with industry-related software and databases.
Preferred Background:
- Experience as a Client Portfolio Manager or product specialist.
- Expertise working across institutional and retail distribution channels.
- Background working within an institutional asset management organization.
- Self-starter capable of working independently while collaborating effectively with multiple stakeholders.
Requirements:
- Willingness to travel as required.
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 during the recruitment and selection process, please let our Recruitment team know.
Client Portfolio Manager in Toronto employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
