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About the role
- Portfolio Manager overseeing discretionary fee-based solutions with focus on investment strategies at Aviso Wealth. Collaborating with financial advisors and enhancing portfolio management processes.
Responsibilities
- Co-manage internal investment mandates and models
- Partner with the Director, Managed Solutions to develop, launch, and manage Aviso’s proprietary investment solutions
- Act as a strategic bridge between portfolio management, technology, and advisor experience
- Support financial advisors with their client meetings, through presentations and correspondence that provide market update, guidance, and growth opportunities for prospective and existing clients
- Participate in monthly/quarterly and ad-hoc Economic and market webcasts to advisors
- Create, review, and approve investment policy statements for clients
- Collaborate with other Portfolio Managers and team members on tactical investment strategies for the managed account platform
- Review and analyze investment mandates and trading, providing recommendations and opportunities for improvements
- Engage directly with financial advisors to communicate platform strategy, performance updates, and portfolio positioning
- Gather field insights to guide future enhancements to managed account functionality and advisor experience
- Manage and administer separately managed (“SMA”) and unified managed (“UMA”) accounts on Portfolio Management System
- Implement model portfolios from third-party investment managers
- Coach and support junior members of the team on portfolio administration and management in the PM platform (currently Wealth360)
- Maintain expert knowledge on Aviso’s custodial (Dataphile) and Portfolio Management Systems and processes
- Manage quarterly client statement production and tax issues with tax department
- Provide oversight and quality control for managed account compliance reporting and attribution analysis
- Manage ongoing Compliance and Finance reporting requirements
- Provide ad hoc reports to third-party subadvisors, Compliance and advisors as required
- Monitor client accounts against Investment Policy Statements and other compliance requirements
- Performance reporting of portfolios and client accounts
- Continuous enhancement of Aviso’s managed solutions and features to ensure solutions they remain competitive and top caliber
- Provide oversight to managed solutions fee billing system for clients and advisors
- Collaborate cross-functionality with Trading, Operations, Compliance and Product Solutions teams to ensure efficient execution, reporting accuracy and product alignment
Requirements
- Post-secondary degree in business or a related discipline
- CFA Charter holder
- Licensed CIRO Portfolio Manager (Discretionary)
- 5-7 years’ experience in the investments industry with at least 3 years of discretionary portfolio management experience
- Strong understanding of the financial services industry, market research, portfolio theory and/or investment administration and sales
- Excellent written and verbal communication/presentation skills
- Apply data analytics and automation tools (Python, Power BI) to enhance portfolio oversight, attribution and drift monitoring
- Identify opportunities to streamline and digitize operational workflows within Wealth360 and Dataphile
- Advanced level MS Office Suite (emphasis on Excel and PowerPoint)
- Experience with Bloomberg/Refinitiv (Eikon)
- Experience with Wealth 360 & Dataphile is ideal
- Programming (Python, JAVA) knowledge is considered a highly desirable asset
- Experience supporting discretionary managed account programs or model portfolios
- Experience working with third party sub-advisors and model delivery platforms
- Excellent problem-solving skills with proven track record of managing activities and exceeding targets
- Self-motivated and able to operate in a fast-paced, dynamic environment
- Fluent communication skills in English are required and bilingual skills in French are an asset
Benefits
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Generous vacation time, fitness benefit, parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Regular social events to foster teamwork
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