Senior Portfolio Analyst, Global Portfolio Insights and Analytics Jobs in Toronto, Canada at Scotiabank
Is this role right for you?
In this role you will:
Proposal Delivery and Investment Data Management
Support the day-to-day delivery of the proposal service offering, including workflow coordination, preparation support, quality review, and execution support for investment proposals, external account reviews, and related client-facing content across wealth channels.
Maintain proposal templates, content requirements, quality controls, disclosure standards, and governance routines to improve consistency, scalability, turnaround times, and alignment with branding and regulatory expectations.
Support the investment data management function by sourcing, collecting, validating, maintaining, and updating data from internal and external sources to support deliverables, including proposals, reporting, analytics, dashboards, platform collateral, and uploads to relevant portfolio management and reporting systems.
Apply data quality standards, controls, and reconciliation practices to support the accuracy, completeness, and consistency of holdings, benchmarks, performance, and related proposal inputs.
Reporting, Tools and Platform Support for domestic and international wealth distribution channels
Support the creation and maintenance of reports and tools used by SJF, Scotia Mc Leod , MD Financial, and International Wealth Advisors and Relationship Managers.
Update monthly and quarterly investment performance and risk metric reports for UHNW clients using analytics platforms such as Fact Set, Bloomberg, and Morningstar Direct.
Regularly update the SJF approved securities list to reflect changes in all segregated models within the SJF investment platform.
Core
Champion a customer-focused culture by supporting strong client relationships and leveraging broader Bank relationships, systems, and knowledge.
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Contribute to effective and efficient operations by following established business controls and procedures to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk, and conduct risk, including responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook, and the Guidelines for Business Conduct.
Contribute to the positive reputation and effective functioning of the Global Portfolio Insights and Analytics team by:
Staying informed on capital markets and industry developments.
Handling all inquiries in a professional, timely, and client-focused manner.
Providing thorough, thoughtful, and accurate responses to client inquiries, with appropriate follow-through on resolutions.
Building effective working relationships with internal and external partners.
Facilitating a culture of open and honest communication.
Actively sharing knowledge and experience to support team development.
Do you have the skills that will enable you to succeed in this role? We would love to work with you if you have:
Over 3 years of investment-related experience with an understanding of financial markets and portfolio management theory
Experience working effectively with Advisors, Relationship Managers, and Portfolio Managers.
Understanding of investment data, performance and reporting methodologies, proposal content requirements, and the controls needed to support high-quality client and business outputs.
Undergraduate degree required in business, finance, economics is preferred.
Experience with platforms and productivity tools such as Fact Set, Morningstar Direct, Bloomberg, Power BI, Microsoft Office.
Strong analytical, communication, relationship management, and collaboration skills are required.
CFA, CAIA, CIM, CIMA, CSC, CPH, or progress toward a relevant investment industry designation is preferred.
Title: Senior Portfolio Analyst, Global Portfolio Insights and Analytics
Company: Scotiabank
Location: Toronto, Canada
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