Associate, Institutional Business Development

Scotiabank; Toronto; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading bank in the Americas is seeking an Associate, Business Development for their Institutional Asset Management team. The role focuses on supporting growth initiatives through client engagement, strategic partnerships, and preparation of marketing materials. The ideal candidate will possess strong analytical skills, communication abilities, and a solid understanding of financial markets.

Qualifications

• 3 to 7 years of relevant experience in investment consulting or financial markets.
• Demonstrated understanding of institutional investors' needs.
• Ability to prioritize and thrive in a fast-paced environment.

Responsibilities

• Support senior business development professional sales and marketing activities.
• Prepare marketing and due diligence materials.
• Conduct market research to identify new business opportunities.

Skills

Strong analytical skills

Excellent communication abilities

Understanding of financial markets

Proactive team player

Problem solving skills

Job description

Requisition ID: 229075

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

We are seeking a motivated and meticulous Associate, Business Development to join our growing Institutional Asset Management team.

This role is critical in supporting the firm's growth initiatives by assisting in prospecting, client engagement, and strategic partnership development. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a solid understanding of financial markets and investment products. The selected candidate will join us in driving growth, building strong client partnerships and will be a candidate for expanded responsibilities

Is this role right for you? In this role, you will:

• Support senior business development professional sales and marketing activities in identifying and cultivating relationships with institutional investors
• Prepare marketing and due diligence materials, including pitch books, RFPs/RFIs, investment summaries, and client reporting materials.
• Conduct market and competitor research to identify new business opportunities and trends in the asset management industry
• Support the generation of management reporting by maintaining and updating CRM dashboards, KPIs and ensuring accurate tracking reports on sales efforts and ongoing opportunities.
• Collaborate with investment, marketing, legal, and client service teams to ensure consistent and timely delivery of client materials.
• Participate in client meetings and industry events as needed, assisting with follow-up and documentation.
• Analyze sales pipeline data to support strategy development and internal reporting.
• Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
  
  

Skills

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

• 3 to 7 years of relevant experience, which could include in investment consulting, portfolio management/research, institutional relationship management or financial markets
• Demonstrated understanding of financial markets, investments and the needs of institutional investors and their consultants
• Proactive team player with ability to prioritize, to thrive in a fast-paced environment, to show a high-level of professionalism and to pay great attention to detail
• Strong interpersonal, leadership, listening, communication (both verbal and written), problem solving and resource management skills.
• A self-starter who is equally at home working within cross-functional teams
  
  

Other Information

This position will require travel

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.