Requisition ID: 257211
The Senior Manager, Investment Oversight contributes to the oversight of all assets under management for Scotiabank's Canadian Asset Management arm as well as supporting oversight efforts for Scotiabank's international asset management companies. They will work with a team of professionals and present results and findings to committees and senior executives, ensuring business strategies, plans and initiatives are executed and delivered in compliance with governing regulations, internal policies, and procedures.
Is this role right for you? In this role you will:Provide strategic and tactical direction for the oversight of all investment products offered through 1832 Asset Management and its portfolio advisors, with direct accountability to senior management, Investment Committee and the Independent Review Committee including:
- Overseeing the management of investment mandates and investment advisory agreements for all products and their portfolio advisors
- Ongoing portfolio advisor due diligence regarding hiring/on-boarding and terminations/off-boarding
- Providing expertise in recommending competitive positioning among industry peers of all investment products (internal and third-party)
- Providing investment oversight for International Asset Management for their international/offshore mutual funds, including performance monitoring, portfolio advisor due diligence and reporting as needed
- Providing support for the asset allocation team, sales, marketing, and product managers on the various Investment Programs
Lead ongoing development and delivery of detailed investment analyses and insight, as well as accurate and timely performance reporting, for both internal and external audiences, and collaborate with product, marketing and communications teams to provide key insights from oversight activities including:
- Conducting regular performance and analysis from both a compliance-to-mandate and product integrity perspective, resulting in reporting for regulatory bodies, Boards, IRC, Investment Committee and select client facing needs
- Quarterly Performance Analyses
Manage all sub advisor relationships including contract negotiation, service level commitments, fee discrepancy resolutions, and reporting needs
Lead and drive a customer focused culture throughout the team to deepen client relationships and leverage broader Bank relationships, systems and knowledge
Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:- Bachelor's degree in an analytical discipline such as Mathematics, Commerce, Finance or Economics is an asset
- 5 years of experience in the same or similar field
- Completion of the CFA is required
- CIPM/FRM is considered an asset
- Previous experience within the Mutual Fund industry and oversight in particular
- Proficiency in Microsoft Office including Power BI
- The ability to manage competing priorities and tight deadlines with minimal leadership oversight
- Experience presenting investment analysis to committees
- Effective communication skills both written and verbal
- Strong analytical skills
Location(s): Canada : Ontario : Toronto
