Centralized Portfolio Management Analyst

Manage high-net-worth investment portfolios in Toronto using centralized models, portfolio monitoring, and asset mix rebalancing. Support client-facing registrants without direct client contact.Scotiabank seeks a Portfolio Analyst for its centralized portfolio management team. You will help align portfolios with approved securities, corporate asset mix strategies, and client income and growth goals. The work includes cash management, reporting, and coordination with Scotia Jarislowski Fraser teams.Key Responsibilities:
Monitor portfolios against security and asset mix targetsRebalance portfolios when appropriateOnboard and realign accounts to central modelsManage cash requirements and special portfolio situationsMaintain models and complete field reportingRequirements:
University degree, college diploma, or equivalentStrong investment management and capital markets knowledgeMinimum two years of direct industry experienceAdvanced Excel and portfolio accounting knowledgeCFA enrollment or CIM accreditation is an assetApply portfolio monitoring, model management, and investment knowledge to support Scotiabank’s centralized wealth management operations in Toronto.
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