Manager, Investment Funds Research

Requisition ID: 238174

Join a purpose driven winning team committed to results in an inclusive and high-performing culture.

Purpose

Contributes to the overall success of the Pooled Investment Vehicles team within Global Investment Solutions (GIS) ensuring specific individual goals plans and initiatives are executed / delivered in support of the teams and broader GIS business strategies and objectives. Ensures all activities conducted in adherence with governing regulations internal policies and procedures.

Responsible for providing timely investment advice direction and thought leadership across GIS the Pooled Investment Global Knowledge Centre (PIV GKC) and Global Wealth Management (GWM) with a focus on the mutual fund and ETF investment universe for Canadian investors. Assist with asset allocation and portfolio strategy decisions in relation to these products.

Accountabilities

Champions a client-driven culture and partners across Scotiabanks global footprint to leverage resources to deepen Client engagement.
Deliver strong risk-adjusted outcomes for investment advisors relationship managers and clients adjusting strategies and processes as necessary to optimize performance.
Contribute to the effective functioning of the Pooled Investments team through due diligence on Canadian-based mutual funds ETFs and alternative mutual funds to protect Scotiabank GWM its investment advisors and Scotia clients.
Conduct regular reviews of third-party managers as well as conducting primary research (quantitative and qualitative) on Canadian pooled investment vehicles and stay abreast of capital market developments news and industry trends with a view to communicating relevant findings.
Determine best-in-class pooled investment solutions and a framework in collaboration with key partners to service high/ultra-high net worth clients.
Support a suite of preferred pooled investments by monitoring the pooled investment landscape global trends along with advisor and client needs and ensure global fulfillment solutions continue to meet GIS selection criteria.
Establish and monitor model portfolios consistent with the strategic and tactical asset allocation models established by GIS and preparing written rationales for updates/changes as part of the ongoing monitoring obligations.
Develop and maintain relationships with fund manufacturers to facilitate the flow of information to advisors to meet ongoing product monitoring and Know Your Product obligations.
Support GWM advisors by conducting client portfolio reviews for existing client accounts and participate in the creation of portfolio proposals incorporating pooled investments to attract new business. Respond to ad hoc advisor requests with qualified and value-added ideas and opinions to educate advisors about the product/service offering of the Pooled Investment Vehicle team including participation in branch visits conference calls and client presentations.
Support the implementation of a GIS framework for pooled investments. Partner and collaborate across GWM with internal distribution and asset management teams to align product fulfillment options with a pan-wealth perspective.
Understand how the Banks risk appetite and risk culture should factor into day-to-day activities and decisions.
Actively pursue effective and efficient operations of his/her respective areas while ensuring the adequacy adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk regulatory compliance risk 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.

Education / Experience

Minimum 5 years of finance-related experience
An understanding of Investment Funds/Alternative Assets/ETFs with three years of fund research/manager research experience
Post-secondary degree required (Commerce or Business Administration degree preferred)
CFA or CAIA charter holder or candidate for the designation is preferred.
Experience with Morningstar Direct Bloomberg MS Office and VBA programming language
Strong skills in analytics; written and verbal communication; relationship building; self-management; and diligence.
Professional integrity

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.