Purpose

The incumbent is responsible for contributing to the ongoing investment success of and improvements to investment programs managed by Scotia Wealth Management Portfolio Solutions Group (“Investment Programs”), which includes ScotiaMcLeod Fee Based Programs, the Private Investment Counsel (PIC) investment platform and International Wealth Management discretionary offerings.

Responsibilities include the updating of monthly mandate and performance data for the Private Investment Counsel, ScotiaMcLeod Investment Portfolios, JFL Private Wealth and International Wealth offerings; ongoing maintenance and completion of regular business, program and client level reporting; and assisting with data migration and optimization initiatives.

Accountabilities

1. Responsible for creating and updating various reports and tools used by PIC Relationship Managers (RMs), ScotiaMcLeod, Jarislowsky, Fraser Limited Private (JFLPW) and International Wealth Management Advisors:
   • Monthly updates reports and tools with extensive use of macros and VBA
   • Diligently perform quality assurance and ensure reports/tools meet the user requirements
   • Provide continuous improvements recommendations to increase and promote efficiency and optimization of workflows
   • Quarterly updates for all JFLPW tools
   • Monthly updates to Power BI for the ScotiaMcLeod managed asset program proposals
   • Monthly data updates to support International Wealth
   • Monthly and quarterly reporting at the business line and program level
   • Monthly data uploads to various investment/ portfolio management systems

2. Act as contributor to the Proposal Services and assist the Business Development team with sales and marketing of the Investment Programs:
   • Complete investment portfolio reviews/analytics and proposals requested from the PIC Relationship Managers and ScotiaMcLeod, International Investment Advisors and Global Family Office Group in accordance to established SLAs
   • Provide support to Sr. Investment Consultants with custom analytics for Institutional Request for Proposals and Request for Information
   • Provide ongoing support to the field, responding to and anticipating queries on investment performance and client concerns utilizing various portfolio management system (Bloomberg, FactSet, Morningstar Direct, StyleAdvisors, MPower, Crystal Report)
   • Update Advisor team generic monthly and quarterly proposal documents
   • Maintain a current repository of proposal fulfillment analytics
   • Maintain and update current proposal tracking KPIs
   • Collaborate with internal partners to create and deliver final proposal with a high degree of accuracy

3. Act as a key contributor in data migration and optimization initiatives by:
   • Participating in projects to transition current data processes
   • Providing recommendations to improve operation of current data updates
   • Collaborating with key stakeholder groups across GWM for the sharing of investment data and best practices

4. Contribute to the positive reputation and effective functioning of the Business Development Team by:
   • Staying informed on capital markets and industry developments
   • Handling all inquiries in a professional, timely, and client focused manner
   • Providing thorough, thoughtful, and accurate responses to all client inquiries ensuring proper follow through on all resolutions
   • Building effective working relationships with internal and external partners
   • Facilitating a culture of open and honest communication
   • Actively participating and contributing to touch bases and team meetings
   • Encouraging the generation of new ideas and approaches
   • Actively share knowledge and experience to enhance the development of all team members

Education/Experience

• Over 3 years of investment industry experience with strong understanding of financial markets and portfolio management theory;
• Undergraduate degree in business, finance, economics or accounting is preferred
• Enrolment in or completion of CFA program is desirable
• Completion of CSC/CPH preferred
• VBA Macro programming experience is mandatory
• Experience with Morningstar, Bloomberg, Zephyr StyleAdvisor, Crystal Report, Mpower and Power BI is desirable
• Experience working effectively with Advisors and Portfolio Managers
• Very strong attention to detail
• Excellent knowledge of Microsoft Office suite of applications, Excel, Powerpoint
• Strong knowledge of Power BI
• Strong sense of personal responsibility and accountability
• Excellent oral and written communication skills
• Must be client and results focused
• Individually motivated and team supportive
• Self-confident with professional integrity
• Strong relationship building skills
• Strong numerical, analytical and problem solving skills

#LI-TP1

#L1-Onsite