Job title: Senior Manager, RI Portfolio Management

Company: Aviso Wealth

Job description: Aviso Wealth:

At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at .

The Opportunity:

We’re looking for a Senior Manager, RI Portfolio Management, to join the Investment Management team for 12 months.

Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 151 Yonge Street, Toronto, ON.

Reporting to the VP, Manager Research & Oversight, the Senior Manager, RI Portfolio Management will be key in integrating our RI expertise with our investment capabilities.

Who you are:

• Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

• Responsible for the manager oversight of sub-advisors. Ensure all 3rd party strategies deliver consistent alpha generation potential while taking appropriate risks. The oversight process includes, monthly monitoring, quarterly performance attribution review and annual on-site due diligence meetings
• Leading investment management team’s effort to further RI/ESG integration at NEI. This includes furthering our commitment to RI investing by conducting RI research on portfolio managers as well as products
• Maintain communication with the RI team on all matters related to RI in our funds
• Conduct ongoing manager research to review managers/strategies and keep up-to-date the trend in institutional investment industry for opportunities to upgrade strategy or launch new products
• Be the centre of knowledge for sub-advised strategies
• Keep abreast of sub-advisors’ current investment views and contribute to the NEI Asset Allocation Committee which decides asset allocation for all multi-asset products
• Assist in the production of monthly/quarterly and ad hoc reporting on portfolio compliance and fund performance to be used both internally and externally
• Support sales & client service with regular institutional client reporting as well as ad-hoc investment pieces. Support the Legal and Finance teams with data gathering related to the production of all regulatory and financial reporting
• Review quarterly manager commentaries and semi-annual MRFP commentaries for sub-advised strategies

Requirements

Your experience and skills:

• University Degree in Business, science, math or any quantitative fields
• CFA charter holder
• Any finance related professional designations such as CAIA, CPA or Master’s degree in business or finance is an asset

• 7-10 years’ overall work investment industry work experience
• 2-5 years’ experience related to portfolio manager research
• 2-5 years of experience related to Responsible Investing/ESG Investing
• Advance skills in Excel and solid knowledge of databases
• Advanced skills or has the ability to very quickly learn analytical tools such as eVestment, Morningstar Direct and Bloomberg
• Strong written and oral communication skills
• Broad knowledge of global institutional investment management industry
• Experience and knowledge of global institutional portfolio management processes in equity or fixed income
• Experience working with RI investors or RI Research
• Experience in researching global institutional investment strategies and making recommendation

Benefits

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.

Here are a few things that set us apart:

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso Wealth powers businesses that empower investors. We are a national, integrated financial services company, with approximately $110 billion in assets under administration and management. Aviso Wealth is owned by Credit Union Centrals, Co-operators / CUMIS and Desjardins. Our mutual funds dealer, securities brokerage, and insurance dealer support thousands of financial advisors at credit unions across Canada. Our award-winning online brokerage, Qtrade Direct Investing, and our digital advice platform, Qtrade Guided Portfolios, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, offers a comprehensive lineup of responsible investment funds and portfolios, which are available through a national network of advisors. Aviso Wealth also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. We have operations in Toronto, Vancouver, and Montreal with a regional office in Winnipeg. More information about Aviso Wealth is available at .

Expected salary:

Location: Toronto, ON

Job date: Sat, 23 Sep 2023 22:18:19 GMT