Director, Manager Research & Oversight

Aviso Wealth Inc.; Toronto; On-site; CAD 135,000 - 170,000; Full time

Benefits offered by this job

Competitive compensation

Health, dental & other benefits

Generous vacation time

Retirement program with matching

Education assistance program

Team events

Job summary

Aviso Wealth Inc. is seeking a Director, Manager Research & Oversight to lead the manager research function for NEI Investments and MAP.

You will oversee due diligence, sub-advisor oversight across public, private markets and liquid alternatives, and drive analytical capabilities to support platform growth. You will lead a high-performing team, strengthen relationships with external managers, and provide investment insights to senior leadership.

Qualifications

• University degree in business, science, math or quantitative field.
• CFA charter holder.
• CAIA or CPA designation is an asset.
• Master’s degree in business/finance is an asset.
• 8-10+ years in investment research within asset management or wealth management.
• Demonstrated people leadership and team development.
• Proven ability to manage relationships with external investment managers.
• Ability to lead investment teams and influence senior stakeholders.
• Advanced analytics tools: eVestment, Morningstar Direct, Bloomberg, Copilot, FactSet.
• Fluent English; bilingual French is an asset.
• Experience researching global institutional strategies; multi-asset knowledge.
• Experience with large data sets and quantitative techniques (Python).

Responsibilities

• Lead and develop the Manager Research & Oversight team across multiple markets.
• Drive the research agenda, investment process, and performance monitoring.
• Provide thought leadership on manager selection and asset allocation.
• Conduct ongoing manager due diligence and assess new/existing strategies.
• Present evidence-based conclusions to senior leadership.
• Monitor products and identify optimization opportunities.
• Align research strategy with organizational goals and industry innovation.
• Provide investment insights to internal stakeholders and clients.

Skills

People leadership

Communication

Investment acumen

Data-driven analysis

Python

Education

University degree in business/science/math

Master’s degree in business/finance (asset)

CFA charter holder

CAIA / CPA asset

Tools

eVestment

Morningstar Direct

Bloomberg

Copilot

FactSet

Job description

Aviso Wealth:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

The Opportunity:

We're looking to fill an opening for a Director, Manager Research & Oversight to join our Investment Management team.

Reporting to the VP, Manager Research & Oversight, the Director, Manager Research & Oversight is responsible for leading the manager research and oversight function for NEI Investments and the Managed Asset Program (MAP). The Director oversees manager selection, due diligence, sub-advisor oversight across public markets, private markets, and liquid alternatives.

The Director will lead a high-performing research team responsible for advancing analytical capabilities, strengthen manager relationships, and enhancing investment performance, to support the future growth of the platform.

Asoneaviso:

• We Care– Youdo the right thing forclients,partnersand colleagues. Youbuild trusted relationships,championservice excellence, andcontribute to a culture where people feel valued and supported
• We Dare–You challenge the status quo with bold ideasand fresh perspectives. Youembrace change, seek opportunities toinnovateand are comfortable exploring new ways of working
• We Share– Youcollaborate openlyand build meaningful relationships. Youseek outdiverse perspectives, share yourknowledgeand work together to helpcolleagues,clientsand partners succeed
• We Deliver– Youtake ownership of your work,honouryourcommitmentsand focus on delivering meaningful results.You hold yourself accountable and continuously look for ways toimprove

What your day looks like:

• Lead, develop and oversee the Manager Research & Oversight team, setting priorities, elevating research quality, and building a high-performance function across public markets, private markets and liquid alternatives
• Drive and implement the research agenda and investment process
• Provide thought leadership on manager selection, oversight and asset allocation
• Conduct ongoing manager research to review managers/strategies and keep up-to-date the trend in institutional investment industry for opportunities to upgrade strategy or launch new products
• Lead manager searches, due diligence and selection recommendations for new and existing investment strategies, presenting clear, evidence-based conclusions to senior leadership
• Monitor and evaluate the performance of all products, identifying opportunities for optimization and innovation
• Help drive the strategic vision for manager research and oversight, ensuring alignment with organizational objectives and industry innovation
• Provide actionable insights and investment recommendations to senior leadership based on manager performance and market conditions
• Continuously enhance the research and oversight framework, including due diligence standards, monitoring tools, performance attribution and the use of quantitative analytics to improve decision-making
• Act as a subject matter expert on investment products, providing investment insights and guidance to internal stakeholders and external partners. Present investment strategies and performance updates to clients and the sales team, ensuring clarity, confidence, and alignment with client objectives

Your experience and skills:

• University Degree in Business, science, math or any quantitative fields
• CFA charter holder
• Any additional finance related professional designations are an asset (CAIA, CPA, etc.)
• Master’s degree in business, finance or one that utilizes statistical models (Economics, Math, etc.) is an asset
• 8-10+ years’ progressive investment industry manager research work experience in asset management, wealth management or investment consulting
• Demonstrated people leadership experience, including coaching, performance management and team development
• Proven track record of evaluating and managing relationships with external investment managers
• Proven ability to lead investment teams and influence senior stakeholders
• Advanced skills or able to very quickly learn analytical tools such as eVestment, Morningstar Direct, Bloomberg, Copilot, and Factset
• Strong written and oral communication skills. Fluent communication skills in English are required and bilingual skills in French are an asset
• Experience in researching global institutional investment strategies and making recommendations
• Strong understanding of multi-asset investment strategies, investment products, and portfolio construction
• Experience in using large amounts of data, python, or quantitative investment techniques is an asset

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

• 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

Your Information

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page – Privacy Policies

Equal Employment Opportunity

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, and Montreal. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $135,000 - $170,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.