Job title: Senior Analyst

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 Analyst to join our Responsible Investing team.

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 Director, Head of Stewardship, the Senior Analyst will focus primarily on conducting our proprietary Evaluations and advancing our Active Ownership program, while supporting research needs to help maintain thought leadership status for NEI within the Responsible Investing (RI) industry. The successful candidate will be a sector-lead (with a focus on industrials and resources) responsible for monitoring our portfolios for ESG risks and opportunities, evaluating companies for investment into our funds and undertaking engagement dialogues with high-profile companies on ESG issues.

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:

• Analyze and research potential companies for investment and monitor existing holdings to ensure they meet our required investment criteria by identifying existing material ESG risks and anticipating, discovering and investigating emerging ESG risks and opportunities
• Develop key engagement strategies and participate in the identification of engagement themes for assigned sectors in collaboration with the team
• Conduct, as well as organize and lead or support, dialogues with senior executives and board directors at public companies regarding ESG risks and opportunities
• Provide recommendations and rationales for proxy voting proposals, as required, with the proxy voting team
• Build upon your sector expertise by undertaking a wide range of thematic, sectoral and company-specific research to maintain thought leadership status for NEI within the Responsible Investment industry
• Contribute to the preparation of internal and external briefings, minutes, reports, company correspondence, policy submissions, whitepapers and other written materials
• Provide sector insights and expertise to enhance our company evaluation methodology, proxy voting process and engagement strategies
• Support communications about our RI program as required

Requirements

Your experience and skills:

• 3+ years of relevant work experience in responsible investment and/or investment research or financial markets preferred or
• 5 years’ experience in a research function in business, government, academic or non-governmental organizations
• University graduate in related discipline preferred (business, sustainability, environmental sciences, engineering, accounting, finance)
• CFA designation an asset or working towards CFA designation; CPA, FSA Credential or Master’s degree an asset
• Strong research and analytical skills and attention to detail
• Strong communication and written skills with the ability to explain complex ideas simply
• Intellectual curiosity and a demonstrated passion for responsible investing

• Proficiency with Microsoft Office (Excel, PowerPoint, Word)
• Fluent communication skills in English are required and bilingual skills in French are an asset

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: Wed, 18 Oct 2023 22:04:18 GMT