Scotiabank

Senior Manager, Investment Strategy - Toronto

Scotiabank • $110K — $130K *
Toronto, ON M3C 0E3In-Person
Finance & Insurance
5 - 7 years of experience
Reposted Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 5-10 years of investment management or capital markets experience.
  • University degree in a related field and CFA program completion; CFA charter preferred.
  • Excellent written and oral communication skills.
  • Strong project management skills with a proactive approach.
  • Proficiency in Microsoft Office, especially Excel, and market data platforms.
  • Familiarity with programming languages and data visualization tools is a plus.
  • Experience with machine learning for financial analysis is an asset.

Responsibilities

  • Champion a high-performance, client-focused culture.
  • Provide timely tactical asset allocation recommendations based on research.
  • Support management of equity, fixed income, and PIV portfolios.
  • Conduct portfolio reviews and create proposals for new business.
  • Respond to advisor inquiries with valuable insights and ideas.
  • Educate advisors on GIS' offerings through various channels.
  • Collaborate with Global Wealth Management partners to enhance thought leadership.

Benefits

  • Collaborative and high-performance culture.
  • Opportunities for professional development and continuous learning.
  • Engaging work environment with a focus on client success.
  • Access to advanced tools and resources for analysis.
  • Potential for cross-functional teamwork and relationship building.
Full Job Description
Requisition ID: 262384

Overview

Contribute to the success of Global Wealth Management's Global Investment Solutions (GIS) team, ensuring specific individual goals are met in support of the team's objectives. Ensure all activities comply with governing regulations and internal policies and procedures. Responsible for providing timely investment advice to Global Wealth Management investment advisors, with a focus on the equity, fixed income and alternative asset classes, and making asset allocation and investment strategy decisions.

Purpose

The Senior Manager, Investment Strategy is responsible for supporting GIS' investment strategy team, specifically in respect of macroeconomic analysis and asset allocation decision making. Our team-based approach requires the incumbent to write and review GIS commentary, conduct independent research, assist with proposals and presentations, and liaise with GIS' equity, fixed income, and pooled investment vehicle (PIV) teams. Accordingly, required skills include a strong knowledge of global capital markets, excellent communication and interpersonal skills, and the ability to work both independently and as part of a team. Applicants with demonstrated organizational and time management skills in a fast-paced, high energy environment are preferred.

Is this role right for you? In this role you will:
  • Champion a high performance, client-focused culture.
  • Work closely with the GIS Investment Strategy team to provide timely and conclusive tactical asset allocation recommendations based on quantitative and qualitative macroeconomic research.
  • Support the management of GIS' equity, fixed income and PIV guided portfolios by monitoring existing positions and ensuring they are consistent with the group's tactical asset allocation and macroeconomic outlook.
  • Provide regular support to Global Wealth Management investment advisors by conducting portfolio reviews for existing clients and creating portfolio proposals to attract new business.
  • Respond to ad hoc advisor requests with qualified and value-added ideas and opinions.
  • Educate advisors about GIS' product/service offering through branch visits, conference calls, and client presentations.
  • Work closely with Global Wealth Management partners (Global Economics, Global Banking & Markets, Global Asset Management, etc.) to establish GIS as Scotiabank's thought leadership authority for the benefit of GWM clients.
  • Contribute to GIS' effectiveness:
    • Proactively share best practices and learning with peers and partners.
    • Build effective working relationships across the team and with various business line and corporate function contacts.
    • Maintain a high level of customer service.
    • Facilitate a culture of open and honest communication.
    • Encourage the generation of new ideas and approaches.
    • Understand the bank's risk appetite and risk culture, and consider both in carrying out day-to-day activities and decisions.
    • Contribute to the effective and efficient operation of GIS while ensuring the adequacy of, adherence to, and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, anti-money laundering/anti-terrorist financing (AML/ATF) risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.


Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:
  • 5 - 10 years of relevant investment management or capital markets experience.
  • University degree in a related field and completion of the CFA program. A CFA charter would be an asset.
  • Excellent written and oral communication skills.
  • Excellent presentation skills combined with effective relationship-building abilities.
  • Work independently, manage a high volume of work, and meet tight deadlines.
  • Work effectively within a cross-functional team comprising individuals with varying skills/competencies.
  • Strong project management skills and willingness to take initiative.
  • Strong conceptual abilities and excellent perseverance to solve problems and adapt solutions for a wide range of advisors and clients.
  • Strong judgement, decision-making skills, and attention to detail.
  • Proficiency in the Microsoft Office suite of applications (particularly Excel) and market data platforms (Bloomberg, FactSet, Refinitiv/LSEG, etc.).
  • Familiarity with programming and data visualization languages (e.g. R, Python, Bloomberg's BQuant, Visual C++, Power BI, MATLAB, and SQL) would be an asset.
  • Experience with machine learning frameworks and artificial intelligence techniques for financial analysis and investment strategy would be an asset.


Location(s): Canada : Ontario : Toronto

About Scotiabank

Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, they serve the diverse needs of some 21 million customers in more than 55 countries. Founded in 1832 in Halifax, Nova Scotia, their growth has always been fuelled by the success of their customers and their longevity secured by an unshakable commitment to carefully and expertly managing risk and capital. That focus on doing what's right for customers—short- andlong-term—has made us a global financial services leader. Headquartered in Canada, they are over 86, 000 Scotiabankers strong. Each of us are committed to being the best at understanding their customers' needs and all of us working together to deliver practical advice and relevant solutions that help their customers become financially better off.

Scotiabank Careers

Join Scotiabank, a premier financial institution, and become part of a diverse and inclusive team that’s leading the way in global banking. At Scotiabank, we offer more than just job opportunities; we provide a platform for professional growth and innovation in the financial services industry.

Work You’ll Do

At Scotiabank, we’re not just filling positions; we’re cultivating leaders. Dive into a workplace where diversity training and leadership development shape the path to your future. Our commitment to professional growth is evident in our robust training programs and continuous learning opportunities that foster innovation and strategic thinking.

Explore a World of Opportunities

Whether you’re looking for a full-time position, an internship, or a leadership role, Scotiabank has a spectrum of opportunities to fit your career ambitions. Our team is composed of individuals who bring a wealth of skills and perspectives to our company, driving us forward with their creativity and strategic insights.

Innovative Work Environment

Scotiabank’s culture is one of collaboration and respect, where each team member’s contribution is valued. Engage in meaningful work that challenges you to leverage your skills and push the boundaries of what’s possible in the banking sector. Our innovative projects not only support the growth of the company but also ensure our position as a leader in the industry.

Benefits and Growth

Choosing a career at Scotiabank means opting for a life of growth and opportunity. Our employees enjoy competitive benefits, including comprehensive health coverage, retirement plans, and flexible working conditions, all designed to support your career and personal life. We believe in nurturing our team’s potential by providing them with the tools they need to succeed both professionally and personally.

Join Our Team

Ready to take the next step in your career? Explore the job opportunities at Scotiabank by searching our open positions that match your skills and interests. We are continuously hiring and looking for passionate, curious, and solution-driven team players.

Networking and Professional Development

Stay connected and advance your career through Scotiabank’s extensive networking opportunities. Participate in events that connect you with other professionals and leaders within the industry. Our career resources will help you prepare your resume, ace your interviews, and land the job that best suits your career goals.

Stay Ahead

Keep up to date with the latest in career tips, industry insights, and company news—all from the people who work here at Scotiabank. Personalize your experience by subscribing to job alert emails tailored to your preferences and be the first to know about new openings and exciting developments. Join Scotiabank and be part of a team that values integrity, respect, and accountability. Discover how your career can flourish in an environment committed to your professional development and personal growth.
Learn more about Scotiabank
Size
90,619 employees
Market Cap
$57.5 billion
Industry
Finance & Insurance
5 Year Trend
+7%
NASDAQ
BNS
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Scotiabank

More Finance & Insurance Jobs

Find similar Senior Manager, Investment Strategy - Toronto jobs:

NationwideToronto, ON