Portfolio Analytics & Modeling Analyst

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

Job summary

A leading financial institution in Toronto is seeking a Portfolio Assistant to support the management of investment portfolios, focusing on asset mix and return goals. This role emphasizes internal client service and data entry. Candidates should possess strong investment knowledge, at least 2 years of experience, and advanced skills in Excel and portfolio systems. Join us and contribute to a diverse and inclusive work environment.

Benefits

Inclusive work environment

Career development opportunities

Qualifications

• Minimum 2 years direct industry experience.
• Strong communication and listening skills.
• Ability to manage internal client satisfaction.

Responsibilities

• Monitor portfolios for alignment with targets.
• Assist in developing modeling strategies and onboarding.
• Prepare client portfolio reports.

Skills

Strong investment management knowledge

Strong relationship management skills

Strong interpersonal skills

Advanced Excel knowledge

Understanding of economic and capital markets

Education

University degree or college diploma

CFA enrollment or CIM accreditation

Tools

Portfolio accounting systems

Bloomberg

Job description

A leading financial institution in Toronto is seeking a Portfolio Assistant to support the management of investment portfolios, focusing on asset mix and return goals. This role emphasizes internal client service and data entry. Candidates should possess strong investment knowledge, at least 2 years of experience, and advanced skills in Excel and portfolio systems. Join us and contribute to a diverse and inclusive work environment.