Associate, Investment Counsel

Scotiabank; Toronto; On-site; CAD 55,000 - 75,000; Full time

Job summary

A leading bank in the Americas is seeking an Associate, Investment Counsel in Toronto. This role involves providing high-level administrative support to senior members of the portfolio management team, coordinating meetings, arranging travel, and managing communications. Successful candidates will demonstrate attention to detail, multitasking abilities, and strong interpersonal skills in a fast-paced environment.

Qualifications

• Demonstrable experience supporting fast-paced teams.
• Confidently handle confidential information and act diplomatically.
• Exhibit time management skills while supporting a diverse range of tasks.

Responsibilities

• Provide administrative support to executives and the portfolio management team.
• Coordinate meetings and manage complex calendars.
• Arrange extensive local and international travel.

Skills

Attention to detail and accuracy

Ability to multitask

Strong interpersonal skills

Proactive mindset

Adaptability and composure

Job description

Overview

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As the Associate, Investment Counsel, you provide high level support to senior members of the 1832 Asset Management portfolio management team. You proactively and professionally provide administrative assistance and ongoing support to their assigned team members.

Responsibilities

• Generating and printing daily reports from Bloomberg, MPower, Charles River, and other platforms
• Classifying securities accurately based on report data
• Preparing comparison reports and charts as needed
• Maintaining and updating executive contact databases
• Responding, where appropriate, to incoming emails on behalf of executives
• Compiling research and data gathering as required
• Providing administrative support, including phone messages, calendar management, conference calls, scanning, faxing, and photocopying
• Coordinating meetings and managing complex calendar schedules for the department; greeting guests and advising attendees
• Arranging extensive local and international travel
• Processing expenses and invoices for PMs and Analysts, including travel costs, association dues, conference registrations, and subscriptions
• Organizing and maintaining filing systems in PM offices
• Managing time and attendance for the team
• Locating, formatting and printing presentations as required
• Assisting executives with personal administrative requests (e.g., licensing, passports, visas, reservations)
• Handling mail and courier preparation, distribution and delivery
• Responding promptly and professionally to internal and external inquiries
• Ensuring exceptional service quality for internal and external clients
• Liaising with vendors and internal/external stakeholders; handling vendor requests
• Acting as backup for other Associates as needed

Qualifications

• Demonstrable track record of supporting fast-paced teams and championing a culture of service excellence for internal and external clients
• Ability to multitask
• Attention to detail and accuracy
• High quality standards
• Proactive mindset – anticipate what the Portfolio Manager and the Team may require
• Adaptability and composure – remain calm under pressure
• Discretion and judgement – handle confidential information responsibly
• Gatekeeping – manage access to the Portfolio Manager and the Team diplomatically
• Strong interpersonal skills – build rapport with the Team and external stakeholders
• Anticipatory mindset – think one step ahead to meet the needs of the Portfolio Manager and the Team

Location

Location(s): Canada : Ontario : Toronto

About Scotiabank

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.

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 during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please contact us. 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.