Investment Portfolio Analyst Toronto
Scotiabank
Support Scotiabank’s wealth management operations in Toronto through investment analysis, portfolio reporting, and cash management for high-net-worth clients.This non-client-facing Portfolio Analyst role supports Portfolio Managers and Associate Portfolio Managers. You will prepare customized client and management reports, identify risks, and support investment decisions. Responsibilities also include regulatory compliance, trading accuracy, and process improvement initiatives.Key Responsibilities:
Prepare customized client portfolio and management reportsIdentify portfolio risks and process improvement opportunitiesPrepare communications supporting investment decisionsEnsure compliance with regulatory requirements and firm policiesAssist technology and operational efficiency initiativesRequirements:
Degree, diploma, or equivalent educational backgroundUnderstanding of economic and capital marketsAt least two years of direct industry experiencePortfolio accounting systems and advanced Excel knowledgePython or applied financial services AI experience is an assetBring investment management expertise, reporting ability, and risk awareness to Scotiabank’s Portfolio Analyst team in Toronto.
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Prepare customized client portfolio and management reportsIdentify portfolio risks and process improvement opportunitiesPrepare communications supporting investment decisionsEnsure compliance with regulatory requirements and firm policiesAssist technology and operational efficiency initiativesRequirements:
Degree, diploma, or equivalent educational backgroundUnderstanding of economic and capital marketsAt least two years of direct industry experiencePortfolio accounting systems and advanced Excel knowledgePython or applied financial services AI experience is an assetBring investment management expertise, reporting ability, and risk awareness to Scotiabank’s Portfolio Analyst team in Toronto.
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Vacancy posted 1 hour ago
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