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Portfolio Analyst, Investment Solutions
Location:
Toronto
Description:
Requisition ID: 191673 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose: The incumbent is responsible for contributing to the successful day-to-day operations of the Scotia Mc Leod Managed Programs – Summit, SIP by creating and producing reports that will assist in supervision and oversight. The incumbent will also be required to assist in delivering new efficiencies, processes, and ideas to support the development and growth of the programs. Major Accountabilities: 1. Work closely with the Director, and Senior Manager Portfolio Management to ensure the effective operations of the investment programs offered at Scotia Mc Leod (Summit, SIP, Pinnacle): Program account approvals through Webpost Ensure the managed accounts are appropriate and suitable for the clients. Operationally ensure mandates are added or removed from the platform. Provide portfolio analytics and risk measurement of mandates. Prepare monthly and quarterly supervision reviews to ensure adherence of the account to mandate, identify issues, notifying the appropriate team for resolution. Act as a main point of contact for all administrative requests, general program information and rejected account information. Assist with investment queries coming from the investment advisors/relationship managers. Facilitate distribution of daily, weekly, monthly, quarterly reports/data as required. 2. Manage the overall compliance and oversight of the programs which include: Daily New account Suitability reviews for SIP and SUMMIT Monthly Portfolio vs Model reviews Monthly SOP allocation reviews Monthly composite Rate of Return calculations and template distribution IPP review and annual manager IPP attestation. Quarterly Portfolio Risk reports Quarterly Suitability review Monthly Aggregate Report to managers Monthly AUM by IE Reports Monthly finalized AUM Reports, SIP and SUMMIT Updating Crystal reports as required Monthly Index returns. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
January 19 on ListedBuy
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Portfolio Analyst, Investment Solutions is a Other Art & Media Jobs Analyst Job at Scotiabank located in United States. Find other listings like Portfolio Analyst, Investment Solutions by searching Oodle for Other Art & Media Jobs Analyst Jobs.
Portfolio Analyst, Investment Solutions is a Other Art & Media Jobs Analyst Job at Scotiabank located in United States. Find other listings like Portfolio Analyst, Investment Solutions by searching Oodle for Other Art & Media Jobs Analyst Jobs.