Senior Investment Oversight Analyst
Senior Investment Oversight Analyst
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Requisition ID: 234790
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.
Scotia Global Asset Management is a leading investment firm dedicated to providing innovative financial solutions and exceptional service to our clients via IIROC MFDA and Institutional platforms. We are seeking a talented and detail-oriented Investment Reporting Analyst to join our Investment Oversight and Reporting team.
As the Senior Investment Oversight Analyst you will be responsible for developing and maintaining investment reports and dashboards using various tools such as Excel Bloomberg Factset StateStreet Crystal Reports Power BI and Python. This role requires a strong analytical mindset attention to detail and the ability to work collaboratively with various teams to deliver accurate and insightful addition you are responsible for responding to requests for qualitative and quantitative research pieces on products of all the assets under management for Scotiabanks Global Asset Management arm. You will be part of a team of professionals that work in a coordinated fashion in order to meet tight deadlines with quality work.
Is this role right for you In this role you will:
- Developing and maintaining a strong working knowledge of primarily MD Financial Management Funds and Portfolios and to a lesser extent Dynamic Scotia Tangerine and Jarislowsky Fraser Ltd. products and competitor products while keeping abreast of industry developments that may impact Scotia Global Asset Management;
- Generating key executive level reports to support the investment oversight and governance framework;
- Utilize Python for data analysis automation and integration with reporting tools;
- Develop strong working relationships with other cross-functional teams such as performance oversight product management and risk teams;
- Performing ad hoc research regarding competitive product features and performance;
- Producing performance reports that include value-added analyses of returns attribution style risk added value and portfolio characteristics for internally managed portfolios and for portfolios managed by external sub-advisors;
- Recommend and implement continuous improvements to the efficiency timing and reliability of reporting processes;
- Reviewing quality and accuracy of product information in marketing reference guides and online material;
- Updating of monthly and quarterly investment analytics reports through the generation and maintenance of raw data files;
- Writes commentaries and assembles the internal PM performance review packages;
- Acting as a support to the companys research activities as requested;
- Populatingconsultant databases;
- Vetting and Generating Client Reporting;
- Monitoring of sales and redemption activity;
- Assisting in requests from Sales Marketing Product Management & Development departments;
- Monitoring changes and maintaining database of industry developments;
- Responding to requests for qualitative and quantitative research pieces on products industry trends investment personnel and other related topics;
- Performing other projects as required.
Do you have the skills that will enable you to succeed in this role Wed love to work with you if you have:
- Bachelors degree in an analytical discipline such as Mathematics Data Science Commerce Finance or Economics or a related field;
- 2 years of proven experience in the same or similar field is a must;
- Proficiency in Microsoft Office particularly Excel and Power BI is a must;
- Working knowledge of Python is a nice to have;
- Strong knowledge of software platforms such as Morningstar Direct Factset Bloomberg StateStreet Investment Analytics and Crystal Reports is essential;
- Completion of or working towards designations such as CFA/CIPM/FRM considered an asset;
- Excellent verbal & written communication skills;
- Proactive self-starter ability to run with a project and see it through to completion;
- Detail-oriented with strong time-management skills;
- Ability to work independently and as part of a small team;
- Completion of Canadian Securities Course;
- Able to manage competing priorities and tight deadlines.
Benefits:
- Competitive salary and performance-based bonuses
- Comprehensive health dental and vision insurance
- Retirement savings plan with company match
- Professional development opportunities
- Flexible work environment
Location(s): Canada : Ontario : Toronto
Scotiabank is a leading bank in the Americas. Guided by our purpose: for every future we help our customers their families and their communities achieve success through a broad range of advice products and services including personal and commercial banking wealth management and private banking corporate and investment banking and capital markets.
At Scotiabank we value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including but not limited to an accessible interview site alternate format documents ASL Interpreter or Assistive Technology) during the recruitment and selection process please let our Recruitment team know. If you require technical assistance please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however only those candidates who are selected for an interview will be contacted.
Required Experience:
Senior IC
Employment Type
Full Time
