Apply portfolio analysis and investment policy expertise as a Portfolio Analyst with Scotiabank's Managed Portfolio Program in Toronto. This is a 10-month contract.
Supporting Investment and Advisory Solutions within Scotia Wealth Management, you will help deliver team strategies and objectives. The work includes reviewing Investment Policy Statements, assessing KYC and program suitability, and managing compliance communications. You will also support advisors and administrative requests.
Key Responsibilities:
- Review Investment Policy Statements for KYC and program suitability
- Track Investment Policy Statement violations through closure
- Answer policy, program, and rejected account inquiries
- Conduct investigations and implement corrective or risk mitigation actions
- Support compliant, efficient day-to-day program operations
Requirements:
- Post-secondary degree
- CFA Level 1 preferred
- Experience working effectively with Advisors
- Strong Microsoft Office skills
- Excel VBA experience preferred
Bring investment policy review, compliance tracking, and advisor collaboration skills to Scotiabank's Managed Portfolio Program in Toronto.
Portfolio Analyst Managed Portfolios 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.
