Senior Manager International Investment Funds
Scotiabank
Lead mutual fund and ETF research for Scotiabank’s international wealth operations across Toronto, Santiago, Mexico City, or Lima. Shape investment advice and portfolio strategy.As Senior Manager, Pooled Investment Vehicles, you will support Global Investment Solutions within Global Wealth Management. You will advise across offshore and international markets, collaborate on asset allocation, and help establish pooled investment solutions. The work requires regulatory adherence, investment due diligence, and clear communication with advisors, relationship managers, and clients.Key Responsibilities:
Conduct due diligence on mutual funds, ETFs, and offshore fundsReview third-party managers using quantitative and qualitative researchEstablish and monitor model portfolios and written rationalesCurate preferred investments for international wealth operationsSupport client portfolio reviews and portfolio proposalsRequirements:
Minimum 10 years of finance-related experienceFive years of fund or manager research experienceUnderstanding of investment funds, alternative assets, and ETFsPost-secondary degree;
Commerce or Business Administration preferredMorningstar Direct, Bloomberg, MS Office, and VBA experienceBring investment research, analytics, and relationship-building expertise to Scotiabank’s international pooled investment platform.
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Conduct due diligence on mutual funds, ETFs, and offshore fundsReview third-party managers using quantitative and qualitative researchEstablish and monitor model portfolios and written rationalesCurate preferred investments for international wealth operationsSupport client portfolio reviews and portfolio proposalsRequirements:
Minimum 10 years of finance-related experienceFive years of fund or manager research experienceUnderstanding of investment funds, alternative assets, and ETFsPost-secondary degree;
Commerce or Business Administration preferredMorningstar Direct, Bloomberg, MS Office, and VBA experienceBring investment research, analytics, and relationship-building expertise to Scotiabank’s international pooled investment platform.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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